CRM IMPLEMENTATION CHECKLIST

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--- PROJECT PLANNING & SCOPE DEFINITION ---
[ ] Project Name
[ ] Total Budget
[ ] Project Start Date
[ ] Project End Date (Estimated)
[ ] Project Goals & Objectives
[ ] Project Methodology (e.g., Agile, Waterfall) (Agile, Waterfall, Hybrid)
[ ] Key Stakeholders (Sales Team, Marketing Team, Customer Service, IT Department, Executive Management)
[ ] Scope Description (Inclusions & Exclusions)

--- REQUIREMENTS GATHERING & ANALYSIS ---
[ ] Describe current business processes related to sales/marketing/customer service
[ ] Which departments will be using the CRM? (Sales, Marketing, Customer Service, All Departments)
[ ] Estimated number of users
[ ] What are the key features required in the CRM? (Lead Management, Contact Management, Opportunity Management, Sales Forecasting, Reporting & Analytics, Workflow Automation)
[ ] Describe any specific reporting requirements
[ ] What level of CRM customization is anticipated? (Minimal, Moderate, Extensive)
[ ] Attach any existing process documentation

--- CRM SELECTION & VENDOR EVALUATION ---
[ ] Budget Allocation for CRM Software
[ ] Deployment Preference (Cloud vs. On-Premise) (Cloud, On-Premise)
[ ] Required Features (Select all that apply) (Sales Force Automation, Marketing Automation, Customer Service, Reporting & Analytics, Customization Options)
[ ] Key Requirements & Priorities
[ ] Vendor Comparison Spreadsheet (if available)
[ ] Preferred Vendor Support Model (Email, Phone, Live Chat)

--- DATA MIGRATION PLANNING ---
[ ] Describe the scope of data to be migrated.
[ ] Estimated number of records to be migrated.
[ ] Data Source Type (CSV, Excel, Database, Other)
[ ] Identify potential data quality issues (duplicates, inaccuracies, missing data).
[ ] Data Cleansing Required (Select all that apply) (Duplicate Removal, Address Standardization, Data Deduplication, Field Formatting)
[ ] Planned Start Date of Data Migration
[ ] Describe the data transformation rules (e.g., field mapping, data formatting).

--- DATA MIGRATION EXECUTION ---
[ ] Number of Records Migrated
[ ] Data Cleansing Notes
[ ] Migration Method Used (CSV Import, API Integration, Manual Entry, Other)
[ ] Migration Start Date
[ ] Migration End Date
[ ] Number of Errors Encountered
[ ] Error Details & Resolution Steps
[ ] Migration Log File

--- CRM CONFIGURATION & CUSTOMIZATION ---
[ ] Default Currency (USD, EUR, GBP, CAD, AUD)
[ ] Default Opportunity Stage Percentage
[ ] Default User Roles (Sales, Marketing, Service, Admin)
[ ] Custom Field Descriptions (for Documentation)
[ ] Default Lead Source (Website, Referral, Trade Show, Cold Call)
[ ] Custom Logo URL
[ ] Default Dashboard Widgets (Sales Pipeline, Lead Conversion Rate, Open Opportunities, Customer Satisfaction)

--- INTEGRATION WITH EXISTING SYSTEMS ---
[ ] Which systems will be integrated with the CRM? (Marketing Automation, Accounting/ERP, E-commerce Platform, Customer Service Platform, Other (Specify in LONG_TEXT))
[ ] If 'Other' was selected, please specify the systems to be integrated.
[ ] Integration Method (e.g., API, Middleware, Direct) (API Integration, Middleware, Direct Database Connection, Other (Specify in LONG_TEXT))
[ ] If 'Other' was selected for Integration Method, please specify the method.
[ ] Estimated Number of API Calls per Day (approximate)
[ ] Target Completion Date for Integration
[ ] Integration Design Document (if available)

--- USER TRAINING & ADOPTION ---
[ ] Number of Users to Train
[ ] Training Delivery Method (In-Person, Online (Live), Online (Recorded), Self-Paced Modules)
[ ] First Training Session Date
[ ] Training Content Outline
[ ] Key Training Modules Covered (Lead Management, Contact Management, Opportunity Management, Reporting & Dashboards, Workflow Automation)
[ ] Training Materials (e.g., guides, presentations)
[ ] Post-Training Survey Method (Email Survey, In-App Survey, Discussion Forum)

--- TESTING & QUALITY ASSURANCE ---
[ ] Test Environment Status (Ready, In Progress, Blocked)
[ ] Number of Test Cases Executed
[ ] Number of Test Cases Passed
[ ] Number of Test Cases Failed
[ ] Detailed Description of Failed Test Cases
[ ] Screenshot/Error Log (if applicable)
[ ] Data Validation Status (Verified, Not Verified, Partial Verification)
[ ] Date of Last Test Run

--- GO-LIVE & DEPLOYMENT ---
[ ] Planned Go-Live Date
[ ] Scheduled Downtime Window (if applicable)
[ ] Go-Live Communication Plan Details
[ ] Deployment Environment (Production, Staging, Sandbox)
[ ] Number of Users Impacted
[ ] Rollback Plan Description (in case of critical issues)
[ ] Pre-Go-Live Validation Checklist (Completed)
[ ] Sign-off - Project Lead

--- POST-IMPLEMENTATION REVIEW & OPTIMIZATION ---
[ ] User Adoption Rate (%)
[ ] Summary of User Feedback
[ ] Overall Project Success (Scale of 1-5) (1 - Not Successful, 2 - Needs Significant Improvement, 3 - Moderately Successful, 4 - Successful, 5 - Highly Successful)
[ ] Areas for Improvement (Data Quality, User Training, Workflow Automation, Reporting & Analytics, Integration Performance, Customization Requirements)
[ ] Date of Review
[ ] Recommendations for Future Optimization
[ ] Reviewer Signature

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