CALLTEAM CRM TRIAL CHECKLIST
CRM: ____________________
Date: ____________________
Plan and quote: ____________________

[TO TEST] 1. Import without merging the wrong people.
Use a small sample with two contacts sharing a company number. Keep both people, their number types and the existing record IDs.
Result / issue / next question: ____________________

[TO TEST] 2. Log the call and see the next action.
Record a voicemail, a wrong number and a conversation separately. Check that the next rep can understand what happened.
Result / issue / next question: ____________________

[TO TEST] 3. Find the promised callback.
Set a callback with a date, time zone and owner. It should appear when due and stay out of the generic unworked queue.
Result / issue / next question: ____________________

[TO TEST] 4. Stop follow-up when it should stop.
Use a test record for a stop request or reply. Confirm that the dialing queue, sequence and future tasks all reflect the change.
Result / issue / next question: ____________________

[TO TEST] 5. Book, reschedule and hand over a meeting.
Use a controlled test record. Keep qualification notes and the new meeting time together, without duplicate deals or stale reminders.
Result / issue / next question: ____________________

[TO TEST] 6. Hand the record to another rep.
Change the owner, check the history and next task, then inspect an export. Find out what happens to notes and recordings if you leave.
Result / issue / next question: ____________________

DECISION: Keep / shortlist / rule out / test again
Reason: ____________________
Subscription, billing term and extras: ____________________
Tick each task after testing it, then record what worked, what failed and what needs checking.
Use test records and numbers you control.
https://www.callteam.ca/resources/best-crm-for-outbound-sales/