I've been driving a platform migration and buildout for just over three months now, and definitely have gotten a lot out of the knowledge center & Academy materials. But since this is my first time managing a CRM, you don't know what you don't know.
Has anyone out there seen or heard of a general checklist of tasks for properly setting up the CRM, Marketing Hub, Sales Hub, etc? I've looked around on the forums somewhat, and I've found some handy best practices & tips but have yet to find a real, conclusive, "here are all the things you should check off" kind of list.
I do not know of a resource that would satisfy your request, but perhaps someone might come along who has something or even a starting point. It is a really good idea.
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Jul 15, 20245:35 AM - edited Jul 17, 20242:24 AM
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CRM & Modules Starter Checklist?
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One thing that helped us was defining our objectives early on. It’s really important to know what you want to achieve with your CRM. Then, we focused on cleaning and importing our data properly. We made sure to set up user roles and permissions so everyone knew their access levels. Connecting the CRM with other tools we use was also crucial. If you're looking for more detailed steps, checking out some guides on CRM software online can be really helpful.
That's a great idea, @Crystal_Hopper. I think that it would require a few sets of eyes, but with a public forum like this there's the chance it could turn into "death by committee" very quickly.
What if we collaborated on the start of a list offline, then threw it up on the forum once we'd exhausted our collective ideas, to see if there's anything we missed?
It's funny because I just stumbled across another "would have been good to know" item yesterday, after realizing that my company's unsubscribe link page is... broken??? Don't know how long that would have stayed that way, had I not checked a specific email open notification.
Good morning @JMartin1094! Oof! Yes, manually checking links on a routine schedule is a great addition!
I'll PM you my contact info and we'll find a space to collaborate. Anyone else reading this in the future, message us you tips, tricks, gotchas, and best practices and we'll see about adding them. Thanks!
*************************** Did my post solve the questions or challenge? Please mark it as a solution for others to find.
I do not know of a resource that would satisfy your request, but perhaps someone might come along who has something or even a starting point. It is a really good idea.
*************************** Did my post solve the questions or challenge? Please mark it as a solution for others to find.
