Product Description

CRM Transformation Project Checklist is a handy list to help project teams focus on what’s important to make a CRM systems implementation program successful. Any major transformation program is fraught with several challenges, and a CRM (Customer Relationship Management) Systems implementation, is no exception. While it takes a million things to work harmoniously to make a major project a success, all it takes is for one or two missteps or misses for a project to become suboptimal or even fail. This deliverable is a handy checklist of key activities and deliverables involved in a CRM implementation to help act as a guide and as a cross reference to program/project teams.

CRM Transformation Project Checklist

CRM Transformation Project Checklist

What do I get?

  • CRM Transformation Project Checklist is a PowerPoint presentation with ~ten pages of accurate and actionable content.
  • A companion Spreadsheet with Checklist and additional columns for generating a point-in-time heat map.
  • The deliverable consists of an overview followed by concrete steps during ideation, planning, implementation and project close of a CRM Transformation. For each phase, there is a list of specific activities, and a brief description along with fields to assign priority, indicate status.

What does it not include?

  • The CRM Transformation Project Checklist deliverable does not contain actual templates associated with the activities and outcomes listed. It is also not meant to be a full-fledged project plan (There is a separate deliverable – A CRM Project Plan – that offers.)


  • As the CRM Transformation Project Checklist is a digital product, there are absolutely NO Returns.
  • Depending on your industry, the type of solution you are implementing, the scope of implementation, and the program structure, some or all of the content may or may not be relevant to you.
  • If you are a consultant or a consulting company, there is a different pricing, license, and terms.
  • Sold on an as-is basis and with no warranties
  • This sale does not include implementation help or support. If you need professional services assistance, please contact us.
  • Please review our standard terms of service

Why do I need a CRM Transformation Project Checklist?

An excellent question. The answer is simple: To ensure success, first, you must avoid misses and missteps. The project checklist is a handy guide that will help your enterprise protect millions of dollars of investment. In addition to the money involved, the downstream consequences of a failed CRM Systems implementation may shake the confidence of sales teams and in some cases the customers/prospects.

But, our Company is Unique – will it fit us?

Of course, you are unique but not as unique as a unicorn!
We understand and acknowledge each company is slightly different, but in the end, all transformational programs are similar in structure, challenges, risks and best practices. And of course, while this deliverable may not cover all that your firm needs, even a 50-75% relevance will help add a few percentage points to your odds of success.

What is my ROI?

Consider the following four factors:

Time Involved:

The time it will take your project team to build a Program/Project Checklist from scratch

Opportunity Cost:

Imagine if all the team members who are time constrained could do if they had an extra few hours?

Time to Value:

Instead of starting from scratch, a well conceived initial list of project checklist items can help accelerate your timelines.

Focus on 20% that matters:

We all can stipulate to the 80-20 rule. Imagine, if you can take say 50-80% of the base content and can customize the rest! That quality time and focus can produce a lot of innovative ideas and opportunities that you might miss if you are focused on the entire enchilada.

And concerning cost, it is far less than what it will take to buy lunch and cookies for the project team to brainstorm the checklist.