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CRM Setup Checklist
Data Preparation
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
System Configuration
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)
User Training
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
Automation and Workflows
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
Monitoring and Optimization
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
