CRM USER TRAINING CHECKLIST

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--- PRE-TRAINING SETUP ---
[ ] Number of Users to be Trained
[ ] Training Start Date
[ ] Training End Date
[ ] CRM Environment (Sandbox/Production) (Sandbox, Production)
[ ] User Roles Included in Training (Sales, Marketing, Customer Service, Operations)
[ ] Training Objectives

--- CRM PLATFORM INTRODUCTION ---
[ ] Briefly Explain the CRM's Purpose
[ ] Describe Key Benefits for Users
[ ] User's Primary Role in CRM (Sales, Marketing, Customer Service, Management, Other)
[ ] CRM System Version
[ ] High-Level Overview of Core Modules

--- CORE FUNCTIONALITY TRAINING ---
[ ] Contact Management: Adding New Contacts
[ ] Account Types Covered (Select all that apply) (Prospect, Customer, Partner, Vendor)
[ ] Number of Opportunities Created (Practice)
[ ] Describe how to search for a contact.
[ ] Which view is used for opportunity tracking? (Kanban, List, Calendar)
[ ] Date of Next Follow-up (Example)

--- ROLE-SPECIFIC TRAINING ---
[ ] Sales Team: Opportunity Management Workflow
[ ] Marketing Team: Campaign Tracking Integration (Mailchimp, HubSpot, Marketo, Other)
[ ] Customer Service: Average Handle Time Goal (minutes)
[ ] Sales Team: Quarterly Sales Forecast Training Date
[ ] Account Management: Key Account Review Process (Standard Process, Customized Process)

--- DATA ENTRY & VALIDATION ---
[ ] Minimum Phone Number Digits
[ ] Required Fields for New Contacts? (All Fields, Specific Fields, No Required Fields)
[ ] Mandatory Fields for Opportunity Stage? (Qualification, Needs Analysis, Proposal, Negotiation, Closed Won, Closed Lost)
[ ] Date Format for Birthdates?
[ ] Primary Address Verification Method? (Postal Code Lookup, Manual Verification, Third-Party Verification)
[ ] Instructions for Handling Special Characters in Text Fields

--- REPORTING & ANALYTICS ---
[ ] Explain the purpose of key CRM reports (e.g., Sales Pipeline, Customer Acquisition Cost).
[ ] Target Report Generation Frequency (e.g., daily, weekly, monthly)
[ ] Describe how to customize reports and dashboards.
[ ] Which reports will users be expected to run regularly? (Sales Pipeline Report, Customer Lifetime Value, Marketing Campaign Performance, Lead Conversion Rate)
[ ] Date of next report review session
[ ] Document any limitations or known issues with current reporting capabilities.

--- SECURITY & COMPLIANCE ---
[ ] Review CRM Security Policy Document
[ ] Data Encryption Status (at Rest) (Enabled, Disabled, Pending)
[ ] Data Encryption Status (in Transit) (Enabled, Disabled, Pending)
[ ] User Access Review Frequency (in months)
[ ] Last User Access Review Date
[ ] Relevant Compliance Regulations (Select all that apply) (GDPR, CCPA, HIPAA, SOC 2, PCI DSS)
[ ] Upload Compliance Documentation (e.g., Audit Reports)

--- POST-TRAINING SUPPORT & RESOURCES ---
[ ] Dedicated Support Contact Name
[ ] Support Contact Information (Email/Phone)
[ ] Preferred Support Method (Email, Phone, Help Desk Ticket)
[ ] Date of Next Check-in/Follow-up
[ ] Quick Reference Guide (Optional)
[ ] Available Training Resources (Online Knowledge Base, Recorded Training Videos, FAQ Document)
[ ] Link to Online Help Center

--- USER FEEDBACK & EVALUATION ---
[ ] Overall Training Satisfaction (1-10)
[ ] Trainer Effectiveness (Excellent, Good, Average, Fair, Poor)
[ ] What did you find most valuable about the training?
[ ] What could be improved about the training?
[ ] Which topics would you like to see covered in future training? (Advanced Reporting, Workflow Automation, Lead Scoring, Sales Forecasting, Customization Options)
[ ] Date of Training Session

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