Custom CRM Development: Discovery to Go-Live

The to-do list from the article.

Confirm every integration syncs data correctly in both directions
Test each user role to make sure permissions restrict access appropriately
Run a full data migration test using real (or realistic) customer records
Verify automated emails, reminders, and assignment rules trigger as expected
Check reporting dashboards against manually calculated numbers
Test on the devices and browsers your team actually uses, including mobile if relevant
Have two or three actual end users try the system and flag anything confusing

Free, and yours to edit — tick items off on the web or in the MyCheck app.

Save “Custom CRM Development: Discovery to Go-Live” to MyCheck