CRM GO-LIVE CHECKLIST

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

--- PRE-LAUNCH ACTIVITIES ---
[ ] Target Go-Live Date
[ ] Number of Users Trained
[ ] Data Cleansing Strategy (Automated, Manual, Hybrid)
[ ] Communication Plan Summary
[ ] Approved Communication Materials
[ ] Integration Points Confirmed? (Salesforce, Marketing Automation, ERP, Other)
[ ] Project Sponsor Approval

--- DATA VALIDATION & MIGRATION ---
[ ] Number of Records Migrated
[ ] Number of Records with Errors
[ ] Data Cleansing Performed? (Yes, No)
[ ] Description of Data Cleansing Steps
[ ] Sample Data Extract for Review
[ ] Data Mapping Verification Complete? (Yes, No)
[ ] Date of Last Data Validation Run

--- SYSTEM CONFIGURATION & TESTING ---
[ ] Workflow Automation Enabled? (Yes, No, In Progress)
[ ] Number of Custom Fields Created
[ ] Email Integration Tested? (Yes, No, In Progress)
[ ] Notes on Integration Testing
[ ] Security Permissions Verified? (Yes, No, In Progress)
[ ] Date of Last Configuration Review

--- USER ACCEPTANCE TESTING (UAT) ---
[ ] Tester Signature
[ ] UAT Test Case ID
[ ] Test Result (Pass, Fail, Blocked)
[ ] Comments/Observations
[ ] Date of Testing
[ ] Severity (if Fail) (Minor, Major, Critical)

--- TRAINING & DOCUMENTATION ---
[ ] Training Materials Prepared?
[ ] Training Modules Delivered? (Sales Team Training, Marketing Team Training, Customer Service Team Training, Admin User Training)
[ ] Number of Users Trained
[ ] Training Completion Deadline
[ ] Training Feedback Forms (Uploaded)
[ ] Training Method (In-Person, Online Webinar, Self-Paced Online Modules)

--- GO-LIVE DAY CHECKLIST ---
[ ] Scheduled Go-Live Time
[ ] Final System Backup Completed?
[ ] Number of Users Online (Initial)
[ ] Deployment Method (Automated, Manual)
[ ] Date of First Critical Transaction
[ ] Notes/Observations During Initial Launch Phase
[ ] Key System Checks Performed (select all that apply) (Database Connection, Security Access, Integration Health, Reporting Functionality)
[ ] Go-Live Sign Off

--- POST-LAUNCH MONITORING & SUPPORT ---
[ ] Go-Live Date Verification
[ ] Critical Errors Reported (first 24 hours)
[ ] Support Tickets Received (first 24 hours)
[ ] Overall System Stability (Post-Launch) (Excellent, Good, Fair, Poor)
[ ] Summary of Key Issues Encountered (first 24 hours)
[ ] Areas Requiring Additional User Training (Lead Management, Opportunity Management, Reporting, Workflow Automation, Other)
[ ] Date of First Post-Launch Review Meeting

--- END OF TEMPLATE ---
Transform this text into a digital, automated, and trackable mobile app!
Visit: https://checklistguro.com/templates/crm/crm-go-live-checklist
(Click "Install Template" to launch your digital inspection tool immediately)