CRM Startup Checklist

1.  Verify you are pointing to the startup data set (the startup data contains basic table data such as  terms, shipping methods, and an almost empty version of the company file.  The records in the company file are system required records used for internal processing.

2.  Verify the table data you will point your company records to is loaded into the appropriate table files (terms, sales reps, shipping terms, shipping methods, divisions, departments, zip codes, states, countries, etc).

3.  Set up any custom field labels for fields in the customer, contact and shipto files

4.  Set up any optional field validation (gencode records) that will be used for customer, shipto and contact records.

5.  Set up the new record default information for customers, contacts and shipping addresses.

6.  Load your customer information into the system

7.  Validate and update the customer data as required

8.  Load you contact information into the system  Each contact should point to a record in the Company file.

9.  Validate and update the contact information as required.

10. Load your ShipTo address records.  Each shipto address should have the account field loaded with an account number that points to a Company in the company file, and a unique shipto id number.

11. Validate and update the Shipto data as required (this can involve assigning tax information to the records, validating the addresses.)

12. Load additional customer related data (comments, images, special pricing, cross reference records).  This information normally points to the customer account number or name, or the contact number or shipto id number fields in the imported records.

13. Configure the CRM system set system policies and parameters, verify counters are set properly.

14. Set up CRM security options (menu, program, access security).

15. Test on converted data.

16. Final data cleanup, conversion

17. Final data validation

18. Begin operations


Ecommerce Startup Overview