Prep Work 0/2 completed

• ❏ Business Analyst to replicate the CRM Implementation Guide with the client's letter head Jan A.
• ❏ Captivate internal kick off meeting to discuss brief (client, background and profile of people) Anne P. Jan A. Marvin L.

Setup Phase - Channel Linking 2/9 completed

• ❏ Identify the domain where the main website is hosted and install the live chat; link name by using identification codes 1 Jan A. Marvin L. Jul 19, 2024
• ❏ Develop the live-chat script using a portion of the CLOSER framework and train the CRM chatbot Anne P. Jul 26, 2024
• ❏ Identify the service/product display pages on the website where clients have received enough information about the product or service and where a web form can be placed 1 Anne P. Jan A. Marvin L. Jul 26, 2024
• ❏ Indicate the URLs for the pages to put web forms Jan A. Marvin L. Jul 26, 2024
• ❏ Identify the custom fields required required by leads, contacts, accounts and deals. These are outside the standard name, contact details, etc. Anne P. Jan A. Marvin L. Jul 26, 2024

+4 more to-dos...

Setup Phase - Deal Setup 0/8 completed

• ❏ Identify the list of products and services being sold Anne P. Jan A. Jul 26, 2024
• ❏ Group the products and services according to the similar sales cycles, these are called pipelines. (the requirements needed to sell a certain product) and name each product group Anne P. Jan A. Jul 31, 2024
• ❏ Identify the steps undergone per pipeline Anne P. Jan A. Jul 31, 2024
• ❏ Move the content from the pipeline from item # 3 to the details and pipelines portal Jan A. Marvin L. Aug 02, 2024
• ❏ List down the actions done by the sales teams (face to face meetings, e-mails, virtual meetings) Anne P. Jan A. Marvin L. Jul 26, 2024

+3 more to-dos...

Setup Phase - Workflows and Automations 0/4 completed

• ❏ After defining the pipelines in the deal setup stage and identifying the individual steps per pipeline it is now essential to identify the communication and steps to move the client from one step to the other. Anne P. Aug 02, 2024
• ❏ The tech integrator then identities the steps per pipeline and gets the e-mail templates from the Business Analyst and Communications Expert and integrates it on the marketing journey. This was when a client is stuck in a certain phase in the pipeline, the e-mails are automatically encouraging the client to continue the journey. Anne P. Marvin L. Aug 07, 2024
• ❏ Identify how leads are assigned to teams by configuring territories with their respective teams. Jan A. Jul 31, 2024
• ❏ Configure automations from table 1.2 Jan A. Marvin L. Aug 07, 2024

Roll-Out Incubation Phase - Group Training 0/6 completed

• ❏ Invite additional testers to CRM as additional users + provide guide in advance Jan A. Aug 06, 2024
• ❏ Learn activity dashboard Aug 07, 2024
• ❏ Learn to track tasks (step 2) Aug 07, 2024
• ❏ Learn to add outcomes (step 3) Aug 07, 2024
• ❏ Learn to add leads to pipelines (Step 4) Aug 07, 2024

+1 more to-do...

Setup Phase - Reporting, Analytics & Business Control 0/2 completed

• ❏ Fill in report hierarchy table (what is the report, frequency of report, who will receive report, actions after report) Jan A. Aug 14, 2024
• ❏ Configure reporting and test run Marvin L. Aug 14, 2024

Roll-Out Incubation Phase - Tracking Success Metrics 0/3 completed

• ❏ Checkpoint - Day 7 of going live Anne P. Jan A. Marvin L. Aug 21, 2024
• ❏ Checkpoint - Day 15 of going live Anne P. Jan A. Marvin L. Aug 28, 2024
• ❏ Checkpoint - Day 30 of going live + UAT signing Anne P. Jan A. Marvin L. Sep 05, 2024