CRM Checklist
4.9/5 with 89 votes
Table of Contents
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- 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.
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Presented by:
Campbell Rodriguez
Stats
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88
Views: 88
Uses
6
Uses: 6
Tasks
19
Tasks: 19
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 it
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.
Rate this Checklist
5 stars
Scores 4.90 with 89 votes