Enterprise CRM rollout plan

Who this plan is for

Organizations rolling ReachIQ out to several regions, business units or more than 100 users. The plan is split into three 30-day phases, each with clear deliverables and owners.

Days 1 to 30: Design and pilot

• Form a steering group: a sales leader, a RevOps owner, IT or security, and a privacy lead.
• Agree the data model: objects, required properties, pipeline stages and lead statuses.
• Define teams by region or business unit and decide who owns which records.
• Turn on privacy settings, legal basis tracking and consent text for every language you need.
• Pilot with one team of 10 to 20 users and collect feedback weekly.

Days 31 to 60: Migrate and integrate

• Clean and de-duplicate data per region before import.
• Import companies, contacts, leads and deals region by region, checking counts after each load.
• Map the fields other systems need and plan CSV exports for them until API access is available.
• Build the standard reports each leadership team will review.

Days 61 to 90: Roll out and govern

• Invite users region by region and assign seats.
• Train every team using the Start guide and role-specific sessions.
• Review the audit log weekly for the first month after each region goes live.
• Agree a process for data requests, using search, export and delete, and track each one against the legal deadline.
• Hold a 90-day review: adoption, data quality, pipeline accuracy and next improvements.

Governance checklist

• Named owner for properties, stages and reports.
• Quarterly review of users, seats and teams.
• Monthly backup copied from Import and export.
• Documented process for privacy and data requests.