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Run: CRM Implementation Workspace

Plan a CRM rollout in one workspace with channels, milestones, task lists, and check-ins built around implementation workstreams. Use it to coordinate data m...

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Members

Channels

Launch planning, scope alignment, success criteria, and milestone review.
Daily coordination for blockers, handoffs, and implementation questions.
Decision log for scope changes, permission model approvals, data mapping choices, and go-live readiness.
Post-milestone retrospectives and lessons learned for rollout phases.

Check ins

Milestones

Scope, roles, timeline, and success criteria are approved.
Core CRM setup, access model, and workflows are signed off.
Test loads and critical integrations have passed validation.
Core business scenarios are tested and major defects are resolved.
Users are trained, support model is in place, and launch approval is confirmed.
Post-launch usage, support volume, and adoption metrics are reviewed.

Task lists

Define business goals, current-state pain points, required fields, workflows, and success criteria.
Set up the CRM structure, access model, approval paths, and role-based security.
Prepare source data, map fields, validate imports, and connect required systems.
Validate end-to-end workflows, prepare users, and drive launch adoption.

Hill charts

Track the major workstreams from discovery through adoption.

Default apps

Integrations

Pinned resources

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