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GleapApp - Freshsales CRM Rollout by Captivate

This is the method on how we develop standard roll-outs of Freshwork CRM at Captivate Group
Kim Selorio, Head of BusDev + Client Svc at Captivate Group + AffiliatesAnne Patricia Calsado, People Operations and Affiliates at Captivate Group + AffiliatesMarvin Luis Tan, eCom Dev Lead at Captivate Group + AffiliatesJan Airreon Batutay, TechOps Coordinator at Captivate Group + Affiliates
From the list: Roll-Out Incubation Phase - Tracking Success Metrics

❏ Checkpoint - Day 7 of going live

Marvin L. added this on
Assigned to
Anne Patricia Calsado, People Operations and Affiliates at Captivate Group + Affiliates Anne P. Jan Airreon Batutay, TechOps Coordinator at Captivate Group + Affiliates Jan A. Marvin Luis Tan, eCom Dev Lead at Captivate Group + Affiliates Marvin L.
Due on
Notes
Checkpoint Goal
Consistency in logging activities

Evidence
On the CRM system - Audit of each lead assigned and the logged sales activities
On the scorecard - Audit declared amount of activities vs actual on CRM