A CRM Readiness Checklist for CRM Buyers

Use this checklist to better prepare your organization for successfully selecting and implementing a new CRM system.

1. CategoryHow to improve readiness?Tools You'll Need
CRM Strategy
Leadership Committment
Business Alignment
Process Maturity
Training Readiness
What business processes will the CRM govern?
How will CRM interact with our other systems?
Who will own responsibility for the CRM?
For what will the CRM be considered the source of truth?
CRM Readiness Checklist
Use this checklist to better prepare your organization for successfully selecting and implementing a new CRM system. 
• CRM Strategy Statement
• CRM Integration Map
• Usage Policy
• Change Management Plan
• CRM Training Plan
• Process Catalog
Ensure that key leaders are aligned on the vision.
Secure an Executive Sponsor.
Perform Discovery interviews to gather requirements.
Catalog pain points.
Define key business objectives.
Hold a CRM Workshop with stakeholders.
Establish internal alignment on priorities and scope.
Audit current processes and workflows.
Identify potential resistance.
Develop strategies to mitigate.
Identify training required for stakeholders to adopt change.
• CRM Blueprint
• CRM Scorecard
• CRM Roadmap
• CRM Business Case
• CRM Budget
For access to the templates, tools and guidance to improve your CRM 
Readiness and help preparing our organization, contact us today
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