14 April, 2017
SalesforceGetting the right mix of people involved is critical to the success of your CRM project.In reality, when assembling your project team, you'll work with what you've got. If you're a smaller business without a large IT department, multiple business units, dedicated business analysts and project managers and a large senior leadership team, you'll assemble your team differently to a larger enterprise.
We've worked with many businesses between 10 -150 staff who have successfully implemented CRM by identifying the best people they have to fill the below roles:
Typically a senior business manager
The person ultimately responsible for the success of the project and the CRM's ongoing evolution and expansion within the business. They'll play a leading role in the evaluation, implementation and future roadmap. They have a deep understanding of the team's operating environment, commercial drivers and business strategy.
They're able to:
Typically manager of the specific team/s using the CRM
The person who represents the "front line" perspective of the end users. They're at the coalface and will have the most in-depth understanding of how their teams work, their processes, current challenges and likely roadblocks to system adoption.
They're able to:
Typically the most IT-savvy member/s of the team
This user/s may have a variety of responsibilities, including:
Super user: responsible for system testing, training and supporting users post-launch
System administrator: responsible for the ongoing maintenance and improvement of the system
IT support: integrating with other business systems
They're able to:
In our experience, project teams of 3 - 4 work best. More than this can be too many cooks in the kitchen. Once you've selected your team, involve them in the evaluation at the outset.
Continue to the next post in this series: Selecting the ideal CRM
05 February, 2016
SalesforceIt's easy for a CRM to become an expensive cloud-rolodex. CRM systems only deliver on their transformational potential when everyone from CEO to the sales floor are actually using the system in the right way. Below are the keys to getting everyone on the CRM bus from the outset:
More01 September, 2015
SalesforceThink about everything that happens to your customer over their lifecycle with your company. The customer journey from first touch point through to brand advocate is a chasm of complexity covering...
More06 May, 2016
SalesforceYou need a document signed. Maybe it's a contract. A disclosure statement. It could be anything. You attach it to an email and send it to your client. Your client prints it out and completes it. They sign it, scan it, attach it to an email and send it back. You print it and give it to your admin team. They double enter the data back into your system and file it. What a horrendous waste of time.
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