Workflow Templates: CRM Setup Checklist

Identify and segment customer data

Clean and normalize data to ensure consistency

Integrate data from various sources (e.g., website, social media, email)

Define key customer attributes and metrics

Ensure compliance with data protection regulations

Select and install the CRM software

Configure user roles and permissions

Customize fields and layouts to match business processes

Set up data import templates and workflows

Integrate CRM with existing systems (e.g., ERP, email marketing)

Develop training materials and documentation

Conduct training sessions for different user roles

Provide hands-on practice with the CRM system

Set up a support system for ongoing help

Collect feedback and regularly update training materials

Define key business processes for automation

Set up automated workflows for lead capture and nurturing

Create automated alerts and notifications

Implement automated reporting and dashboards

Test and refine automation rules

Establish KPIs and metrics for CRM performance

Set up regular monitoring and reporting

Conduct periodic audits of data accuracy

Gather user feedback for continuous improvement

Iterate and optimize CRM processes based on insights

CRM Setup Checklist