Identifying Stakeholders

Identify all those who will be affected in some way by the implementation of a CRM solution.

Make sure everyone involved understands what CRM is.

Make sure everyone involved is well aware of CRM potential impact.

Make sure everyone involved has an opportunity to provide input into the project.

Objectives

Know exactly what you're trying to accomplish with your CRM project.

Make sure you've set objectives that are specific, measurable, attainable, realistic, and tangible (SMART).

Planning

Put a person or small group of people in charge of your entire initiative.

Identify customer-facing activities that need to be restructured.

Make any needed corrections to the way they are coordinated.

Map out and test your new ;workflow ;before you purchase and deploy your new CRM solution.

Structure your budget to account for the initial purchase price and ongoing costs for maintenance and system improvements.

Plan for the recurring monthly fees.

Have a clear performance measurement strategy.

Determine what your key metrics and performance indicators will be.

Detemine who will be responsible for tracking the performance indicators.

Take immediate corrective action if you aren't reaching your goals.

Download or Print this CRM Checklist

Get a printable version of this checklist in your preferred format: PDF, Word, Excel, or print directly from your browser.

Who it's for

This CRM Checklist is for teams that want consistent execution, less rework, and clear ownership.

Standardize quality - run the same CRM steps every time, regardless of who executes
Save time - reuse a proven CRM workflow instead of rebuilding processes from scratch
Improve accountability - assign owners and see what's done vs. what's pending
Onboard faster - use the CRM checklist as the SOP and training guide
Coordinate across roles - handoffs are clear and everyone works from the same source of truth

How to use this CRM Checklist:

Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
Reuse without rebuilding - when CRM comes up again, start from your saved version and run it with clear ownership.

5 stars

Scores 4.90 with 89 votes