CRÈME · SALES INTELLIGENCE
v2.0 · Jun 2026
(00) Crème Collective · CRM

User
Acceptance
Testing

A focused pass to confirm the CRM's data is accurate and that it associates your email correctly. Mechanical checks — sign-in, navigation, record create/edit, exports, stage changes — are covered by automated tests and are out of scope here.
Prepared for
Tyler Kopp · Sales Manager
Environment
crm.cremecollective.com
Time needed
~25 minutes
By
DataStudios
CRÈME · CRM UAT
What you're testing · 02
(01)Scope
This is an acceptance test ahead of moving the sales team from HubSpot to this CRM. Mechanical behaviour — sign-in, navigation, creating and editing records, moving deals, exports — is verified by automated tests and is not covered here. This guide covers the four areas that require your judgment as a sales manager.
(02)What this guide covers
1 · Your data
Spot-check a few of your retailers, contacts and brands — is the detail accurate?
2 · The business picture
Do the dashboard numbers and your pipeline coverage ring true?
3 · Email association ★
On your real inbox — are the suggested brands/retailers/deals right, and is it noisy?
4 · AI summaries
Read a couple of the AI activity summaries — accurate and useful, or off?
(03)How it works
The rhythm
Four short sections, then a verdict. Do each in the live CRM, then log a quick rating in the feedback sheet. Stop and resume any time — it's about 25 minutes.
Rate severity like this
Blocker — wrong data / can't work  
Annoying — slows you / missing field  
Minor — cosmetic / nice-to-have
Crème Collective · ConfidentialCRM UAT Guide · v2.0
CRÈME · CRM UAT
Before you begin · 03
(04)Set up — sign in & connect your inbox
Step 1 Sign in
  1. Go to crm.cremecollective.com.
  2. Enter your email & password → Enter CRM.
  3. You'll land on the Overview dashboard.
Step 2 Connect your inbox (needed for Section 3)
  1. Top-right account menu → Settings.
  2. On Integrations, click Connect Google account.
  3. Approve the one consent screen → status reads Connected.
Your inbox stays yours Reads to suggest only. The CRM looks at your recent email and calendar purely to suggest items you might log. Nothing is filed automatically — an email becomes a record only when you click. It never sends, edits, or deletes your mail. Tokens are stored encrypted; press Disconnect any time.
(05)Five words you'll see
BrandA Crème portfolio brand you represent.RetailerA store / salon / spa / account that carries a brand.
DealA specific Brand × Retailer opportunity in the pipeline.ContactA person — usually a buyer at a retailer.
SuggestionThe CRM's guess about an email you haven't filed. It's never applied until you confirm it. Logged = you filed it.
Crème Collective · ConfidentialCRM UAT Guide · v2.0
CRÈME · CRM UAT
Section 1 · Your data · 04
(1)Does your data look right?
A quick accuracy spot-check — not exhaustive. Pick records you know well and confirm the CRM's version matches reality. Open Records in the top nav.
1.1 Three retailers you know
  1. Go to Records › Retailers, search for 3 accounts you work with.
  2. Open each and skim the Overview, Relationships and Contacts tabs.
Judge — is the detail right: type, location, the deals and people under each account?
1.2 Two buyers you know
  1. Go to Records › Contacts, find 2 buyers you deal with.
  2. Check email, company and title.
Judge — are the people and their details accurate and current?
1.3 A brand you know well + its export
  1. Go to Records › Brands, open a brand you know well. Check its retailers, deals and contacts roll up correctly.
  2. Click Export pipeline and open the spreadsheet.
Judge — does the brand's roll-up, and the exported pipeline, match what you know to be true?
Log itRate Section 1 in the feedback sheet — focus on accuracy vs reality.
Crème Collective · ConfidentialCRM UAT Guide · v2.0
CRÈME · CRM UAT
Section 2 · Business picture · 05
(2)The business picture
Confirm the dashboard numbers and your pipeline coverage match the real state of the business.
2.1 The headline numbers
  1. On Overview, read the KPI row: Win Rate, Avg Sales Cycle, Deals Advanced, Doors Opened.
  2. Read the Needs Attention list at the bottom.
Judge — do these ring true against your sense of the business? Are the flagged deals ones you'd actually chase?
2.2 The pipeline & coverage
  1. Open Pipeline › Board and filter to brands you know — are the deals there, in the right stages?
  2. Open Pipeline › Matrix — does the brand × retailer coverage match reality?
Judge — is the pipeline represented correctly? Any deals missing, mis-staged, or coverage that looks wrong?
Log itRate Section 2 — does the picture match the real world?
Crème Collective · ConfidentialCRM UAT Guide · v2.0
CRÈME · CRM UAT
Section 3 · Email association ★ · 06
(3)Email association — on your real inbox
With your inbox connected, the CRM scans your recent email and suggests which brand, retailer, deal and contact each message is about. Confirm the suggestions are correct, and note where they are wrong or noisy — that is the main thing this test needs to establish. Nothing is filed until you click.
Log itRate Section 3 — accuracy, NOISE level, and anything missing.
Crème Collective · ConfidentialCRM UAT Guide · v2.0
CRÈME · CRM UAT
Section 4 · AI summaries · 07
(4)AI summaries
The CRM writes short AI summaries of the activity on a deal or contact. Confirm whether they are accurate and useful.
4.1 Generate & read two or three
  1. Open a brand or deal you know well (one with some activity history).
  2. On its AI summary, click Refresh to generate one — or read the existing summary if it already has one.
  3. Read each against what you know about that account.
Judge — is the summary accurate and genuinely useful, or does it miss the point / overstate things?
What to check A useful summary captures the real state of the relationship — where the deal stands, what was last said, and what's next. Flag any that are vague, inaccurate, or misleading.
Log itRate Section 4 — summary quality & usefulness.
Crème Collective · ConfidentialCRM UAT Guide · v2.0
CRÈME · CRM UAT
Verdict & feedback · 08
(5)Verdict
A top-level assessment after the four sections.
Q1 · Trust
Would you trust this CRM to run your accounts and file your client emails day-to-day? Yes / Yes, with fixes / Not yet.
Q2 · The one fix
The single most important thing that must be fixed before the team switches over.
Q3 · Gaps vs HubSpot
Anything you rely on in HubSpot that you couldn't do here.
Priority Section 3 (email association) is the most important — whether the CRM files client emails correctly, without excessive noise, is the main open question for go-live.
(6)Send us your feedback
One place for everything
Your section ratings and the three questions above live in the feedback sheet — dropdowns make it quick if you jotted notes as you went.
Open the feedback sheet
Return the completed feedback sheet when you're done.
Crème Collective · ConfidentialCRM UAT Guide · v2.0 · DataStudios