Templates
Business Checklists
Event Checklist
Business Startup Checklist
Marketing Checklist
Sales Checklist
SEO Checklist
Project Management Checklist
Personal Checklists
Moving Checklist
Wedding Checklist
Baby Checklist
Groceries Checklist
Travel Checklist
Cleaning Checklist
Checklist Forms
CRM Checklist
Useless
Poor
Ok
Good
Excellent
Excellent.
Scores 4.85 with 89 votes
Business
19 tasks
By
Campbell Rodriguez
Table of Contents
Save
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.
Save
Useless
Poor
Ok
Good
Excellent
Excellent.
Scores 4.85 with 89 votes
Share via:
Twitter
,
LinkedIn
,
Facebook
,
Whatsapp
24 views today
5 uses today
Table of Contents
Template
Print
Downloads
Related Templates
Related Checklists
Event Checklist
By Jake R Brady
Business Starter Checklist
ST
By Startup Checklist
Related Checklist Templates
Office Cleaning Checklist
CH
By Checklister
Marketing Checklist
By Campbell Rodriguez
Business Startup Checklist
By Jake R Brady
Time Blocking Method
By Checklister
More Checklist Templates
"CRM Checklist" not suitable?
Search the World's largest free library of checklist templates
