SFSPL Global Resource
CRM Readiness Checklist
Use this checklist before selecting or implementing a customer relationship management system.
01
Process
- Lead sources are known
- Qualification rules are defined
- Stages and next actions are understood
- Loss and exception reasons can be captured
02
People
- A system owner is named
- Daily users are involved
- Data quality responsibility is clear
- Training and adoption will be reviewed
03
Technology
- Essential integrations are identified
- Access roles are defined
- Reports connect to real decisions
- Configuration will begin with the minimum useful scope