CRM APP MARKETPLACE CHECKLIST

Created by ChecklistGuro (https://checklistguro.com)


--- APP DISCOVERY & SELECTION ---
[ ] Business Requirements Document
[ ] Desired App Functionality (Sales Automation, Marketing Automation, Customer Service, Analytics & Reporting, Lead Management)
[ ] Estimated User Count
[ ] App Store Preference (Salesforce AppExchange, Microsoft AppSource, Other)
[ ] Keywords for App Search

--- SECURITY & COMPLIANCE REVIEW ---
[ ] App Vendor Security Certification (SOC 2 Type II, ISO 27001, PCI DSS, None)
[ ] Data Encryption in Transit (TLS 1.3, TLS 1.2, SSL 3.0, Not Encrypted)
[ ] Data Encryption at Rest (AES-256, Triple DES, Not Encrypted)
[ ] User Authentication Strength (Bit Length)
[ ] Detailed Security Audit Report Summary
[ ] Compliance with GDPR (if applicable) (Yes, No, Not Applicable)
[ ] Vendor Security Documentation

--- TECHNICAL COMPATIBILITY ---
[ ] CRM Version Compatibility (Compatible, Minor Adjustments Required, Incompatible)
[ ] Minimum API Version Required
[ ] Supported Integrations (Select all that apply) (Email Marketing Platform, Accounting Software, Marketing Automation, Social Media, Other)
[ ] Detailed Compatibility Notes
[ ] Browser Compatibility (Fully Compatible, Limited Compatibility, Not Supported)
[ ] Last Compatibility Testing Date

--- DATA PRIVACY & PERMISSIONS ---
[ ] Describe the App's Data Handling Practices
[ ] Does the App Support GDPR Compliance? (Yes, No, Not Applicable)
[ ] What Data Types are Accessed by the App? (Contact Information, Financial Data, Sales Data, Marketing Data, Other)
[ ] Is Data Encryption Enabled? (Yes, No, Partial)
[ ] Number of Users Granted Access

--- USER ACCESS & TRAINING ---
[ ] Number of Users to Train
[ ] Training Delivery Method (Online (Self-Paced), Virtual Instructor-Led, In-Person)
[ ] Training Start Date
[ ] Training End Date
[ ] Training Content Outline
[ ] Key Training Topics (Navigation, Data Entry, Reporting, Customization)
[ ] Training Materials (e.g., Presentations, Guides)

--- TESTING & VALIDATION ---
[ ] Number of Test Users
[ ] Test Environments Used (Sandbox, Staging, Production (Limited))
[ ] Detailed Test Case Descriptions
[ ] Date of Initial Testing
[ ] Testing Phase Status (Not Started, In Progress, Completed)
[ ] Unexpected Results/Bugs Encountered
[ ] Screenshot of Error/Issue

--- DEPLOYMENT & MONITORING ---
[ ] Scheduled Deployment Date
[ ] Scheduled Deployment Time
[ ] Number of Users Initially Deployed
[ ] Deployment Environment (e.g., Sandbox, Production) (Sandbox, Production)
[ ] Deployment Notes & Procedures
[ ] Error Count During Initial Deployment
[ ] Deployment Success Status (Successful, Partial Success, Failed)
[ ] Post-Deployment Monitoring Plan (Key Metrics)

--- VENDOR MANAGEMENT & SUPPORT ---
[ ] Vendor Service Level Agreement (SLA) Summary
[ ] Primary Point of Contact at Vendor (Account Manager, Technical Support, Implementation Specialist)
[ ] Vendor Support Ticket Response Time (Hours)
[ ] SLA Expiration Date
[ ] Included Vendor Support Services (Email Support, Phone Support, Online Documentation, Dedicated Account Manager)
[ ] Copy of Vendor Support Agreement

--- COST & ROI ANALYSIS ---
[ ] App Subscription Cost (Annual)
[ ] Implementation & Setup Costs
[ ] Internal Resource Time (Hours) - Estimate
[ ] Estimated Internal Resource Cost
[ ] Projected Increase in Sales (Annual)
[ ] Estimated Increase in Efficiency (Percentage)
[ ] Projected Cost Savings (Annual)
[ ] ROI Calculation Method (Simple ROI, Discounted Cash Flow)

--- POST-IMPLEMENTATION REVIEW ---
[ ] Overall Satisfaction Score (1-10)
[ ] Describe User Feedback & Concerns
[ ] Number of Support Tickets Related to App
[ ] App Performance - Meets Expectations? (Yes, No, Partially)
[ ] Date of Last Performance Review
[ ] Recommendations for Future Improvements

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