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.

CRM Checklist

Related Checklist Templates: