Free CRM Templates & Checklists
Download battle-tested templates, checklists, and frameworks from 400+ successful Salesforce implementations. No email required—just click and download.
Battle-Tested, Not Theoretical
Every template comes from real implementations. We've refined these over 400+ projects for RIAs, banks, insurance firms, and fintechs.
Proven in Production
Every checklist item, every template section has been validated across dozens of real projects.
Instant Download
No forms, no email gates, no sales calls. Just click download and start using immediately.
Customizable Formats
Editable Word, Excel, and PowerPoint files so you can adapt to your firm's specific needs.
CRM Migration Checklist
67-point checklist covering discovery, planning, data migration, testing, and go-live phases for Salesforce migrations.
What's Included:
Data Quality Audit Template
Comprehensive template for assessing CRM data quality across 6 dimensions: accuracy, completeness, consistency, timeliness, validity, and uniqueness.
What's Included:
Integration Requirements Template
Detailed template for documenting integration requirements, data flows, API specifications, and error handling for Salesforce integrations.
What's Included:
Salesforce FSC Implementation Roadmap
16-week implementation plan template for Salesforce Financial Services Cloud, broken down by phase, deliverables, and stakeholder responsibilities.
What's Included:
User Adoption Success Playbook
Proven strategies and templates for driving CRM adoption, including training plans, change management frameworks, and success metrics.
What's Included:
Compliance Readiness Checklist
Financial services compliance checklist for Salesforce FSC, covering SEC Rule 17a-4, FINRA, and data privacy requirements.
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How to Use These Templates
Download & Customize
All templates are editable. Add your firm's logo, adjust terminology, and customize sections to match your specific requirements.
Adapt to Your Context
Use these as starting points. Every firm is different—add your own specific requirements, remove what doesn't apply, and expand sections as needed.
Share with Your Team
These templates are yours to use, share, and distribute within your organization. No restrictions, no licensing fees.
Need Help Implementing?
These templates are great starting points, but if you need expert guidance for your Salesforce implementation, we're here to help.