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Project / InitiativeCRM Implementation
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Collaborators / StakeholdersTBD
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Target LaunchTBD
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No.Task NameOwnerCollaborator(s)Status% CompleteDate OriginatedLast UpdateTarget End DateLink to Material(s)Notes
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1Create & Review Project CharterDirector of Revenue OperationsEnablement, ITComplete100%10/14/202210/17/202210/17/2022Charter
Created and reviewed, ready to move forward
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2CRM AnalysisRevOps & EnablementIT, ProductComplete100%10/14/202210/21/202210/21/2022Analysis Matrix
We have had several discovery calls with various CRMs
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3CRM Decision MeetingDirector of Revenue OperationsEnablement, ITComplete100%10/14/202210/21/202210/28/2022Meeting Notes
After analysis, we have decided to implement Salesforce
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4Kickoff Meeting with Power UsersSales Enablement ManagerRevOps, ITWorking25%10/14/202210/25/202210/28/2022Meeting Notes
Beta testers have familiarity with SFDC
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5CRM Workflow KickoffDirector of Revenue OperationsEnablementStuck25%10/14/202210/25/202211/4/2022Draft Workflow
We are having a hard time determining the proper customer journey
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6Create Training MaterialsSales Enablement ManagerRevOpsNot Started0%10/14/202210/25/202211/25/2022Training Folder
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7Data MigrationITRevOpsNot Started0%10/14/202210/25/202211/25/2022-
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