Checkliste
CRM Go-Live Checklist
Everything ready for the productive launch
What to expect
⚙️
Complete the system setup fully
📚
Run training in good time
🛠️
Test and activate integrations
🚀
Master the go-live day successfully
Table of Contents
- 1 Four weeks before go-live: system setup & data
- 2 Two weeks before go-live: training & integrations
- 3 One week before go-live: pilot test & communication
- 4 Go-live day: launch & monitoring
- 5 One week after go-live: feedback & quick fixes
Who is this guide for?
Ideal for
- CRM project managers before go-live
- IT administrators for system setup
- Team leads for training planning
- Managing directors who need an overview
Key Takeaways
- A time structured countdown (4-2-1 weeks)
- Clear responsibilities per phase
- A rollback plan as a safety net
- A post go-live support process
A go-live without nasty surprises?
Free & no obligation. No spam.
