Tools

CRM Implementation Preparation Checklist

Five questions to see what to prepare before implementation starts -- immediate result, no email required.

You know roughly how many existing contacts/customers you'd need to import, and where that data currently lives.

You have a rough idea of the stages you want a deal to move through, even if it's not final.

You know who on your team will actually use the system day-to-day.

Your current intake and follow-up process is written down somewhere, not just known by you.

You've set aside real time (not just "when I get a chance") to test the system before relying on it.