A CRM fails when it is a graveyard of empty fields. Use this checklist before and during implementation.
Before you configure
- Write your real sales stages in plain language
- List the five fields sales must fill every time
- Decide who owns data quality
During setup
- Match stages to the tool; delete unused ones
- Import only clean records
- Train on the jobs people do, not every menu
We implement this under CRM Implementation & Customization.