Quick answer: This printable-style checklist walks sponsors, admins, and reps through thirty practical steps—from data standards to go-live metrics—so Indian teams avoid the common failure modes of CRM rollouts.
CRM implementation checklist — 30 practical steps
Use this list as a sponsor workbook for India rollouts. Check items off in your project tool; link artifacts to your Vertex CRM org once live.
- Name executive sponsor + business owner
- Define success metrics (adoption, pipeline hygiene, time-to-log)
- Freeze v1 object scope (accounts, contacts, leads, opportunities)
- Document field dictionary & picklist governance
- Choose dedupe keys for accounts
- Import only active customers + open pipeline first
- Configure baseline roles read-only then widen
- Train managers before reps
- Weekly pipeline review ritual in CRM
- Disqualify zombie deals aggressively
- Integrate email sending with SMTP review
- Map webhook lead sources
- Security review: admin exports, API tokens
- Log RBAC change process
- Define case vs opportunity usage
- Campaign policy if module enabled
- Dashboards pinned to leadership metrics
- Data retention notes per object
- DPDP mapping workshop with legal
- Incident response tabletop
- Backup/restore drill documented
- Hypercare schedule first 4 weeks
- Office hours for reps
- Capture win/loss reasons religiously
- Quarterly permission audit
- Integration backlog prioritized by ROI
- Document “source of truth” per field
- Sunset parallel spreadsheets with dates
- Post-mortem after 90 days
- Celebrate visible wins publicly
Related: best practices · pricing · blog
FAQ
- Can we share this checklist internally?
- Yes—use it as a living runbook and annotate steps for your org.
- Where is the PDF?
- Use print-to-PDF in your browser on this page for a clean artifact.