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CRM implementation readiness checklist
What to collect before CRM configuration: objectives, workflows, roles, data, integrations and acceptance criteria.
Preparation reduces rework and makes the budget more predictable.
Before the start
- Appoint a process owner.
- Document current channels and deal stages.
- Define required data and reports.
- Agree on the pilot group and acceptance criteria.
Do not automate exceptions before the baseline workflow is stable.