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Staffing up for CRM

Guest post by: Jesse Hopps

Article Overview: Having a data steward, report builder, user-training expert, and system administrator is essential for CRM success. Use Demand Metric’s downloadable CRM Administrator job description to formalize the role of CRM application support.

Staffing up for CRM

Staffing up for CRM Having a data steward, report builder, user-training expert, and system administrator is essential for CRM success. Use Demand Metric's downloadable CRM Administrator job description to formalize the role of CRM application support.

Key CRM Administrator Responsibilities:

• Policing Company Data - Ensuring data is correct across Accounts, Contacts, and Opportunities. Identifying errors and fixing them quickly.
• System Administration - building custom reports, maintain system upgrades, working with vendors to integrate other applications, etc.
• User Training & Support - conduct user navigation training to all users.
• Monitoring User Adoption Rates - ensure system is being widely used to improve return on investment, identify training gaps, and increase usage.
• Provisioning & De-provisioning - adding and deleting system users, re-assigning leads, activities, accounts etc. Ensuring that ex-employees DO NOT have access to company data after their termination date.

Action Plan:

1. Formalize Job Description - use Demand Metric's customizable CRM Administrator job description to outline what you are looking for in a candidate, and define the requirements of the position.
2. Interview Candidates - you may wish to hire internally for this role, as deep knowledge of company processes, strategy, and methods are essential for success in this position. Complete a fair, open, hiring process, and select the candidate who is best for the job. Important skills include business analysis, sales & marketing operations, communication, and system support.
3. Set Goals & Objectives - once you have selected your administrator, complete an initial meeting to document the goals & objectives for this year. Be sure to discuss how efforts will be measured upon performance review.

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Article Tags: application support, job description, system administrator



Related Forum Posts
Hi! - Hi everyone! I'm Laura from Platinum Staffing Solutions. Like the saying goes, "when the student is ready, the teacher will appear", I guess I'm ready! I'm looking forward to reading and posting/ meeting like minded entrepreneurs, this a first for me. I'm usually reading, studying or attending workshops locally, it's time to step up the game. I own PlatinumStaffingSolutions.ca, as I've mentioned, I started my own company over two years ago to be able to do what I know how to do with the integrity that lacked where I was previously working. It's a *people* centered agency that keeps the best interests of both the professional and the hiring company in mind. It's a tough industry, especially right now, any leads or referrals would be appreciated. Business-wise I'm very big into Napoleon Hill, Wallace Wattles, W. Clement Stone, Genevieve Berhendt, Florence Shinn - all of the late/greats; I'm wary of the modern writers but still like to read what applies to keep learning or see different perspectives; no one theory of success applies to every business out there. Hopefully you'll drop me a line and see ya' on the boards!
Why a project fails? - The top 10 factors that have driven failed projects are: 1. Project sponsors are often not committed to the objective. They have a lack of understanding of the project and are not actively involved in the project strategy and direction. 2. Some projects do not meet the strategic vision of the company. If business needs are not clearly defined, it will result in a project that does not add value to the bottom line or enhance business processes. 3. Projects are started for the wrong reasons. Some are initiated purely to implement new technology without regard for whether the technology is supportive of the business needs. The converse of this is a project that does not support existing technology, resulting in major scope creep and resultant expenditure. 4. Staffing is a reason for failure, eg not enough dedicated staff (project managers and project team members) allocated to projects. Project team members lack experience and do not have the required qualifications. Line-staff believe that they will be able to manage projects but are only 40% available to do so. Focus in this regard is not on the delivery of the project, but on the comfort zone of the project manager and his own time management. 5. Incomplete project scope. No clear definition of the project's benefits and the deliverables that will produce them. 6. A project plan that is non-existent, out of date, incomplete or poorly constructed and just not enough time and effort spent on project planning. 7. Project value management is not put into practice to evaluate baseline cost agreed during baseline transfer against actual costs spent at any given time. Project costs and financial do not form an integral part the project during execution. 8. Insufficient funding, and incorrect budgeting is still a major reason for projects not delivering their goals and objectives within the quality framework that was required, because projects always need to deliver yesterday within X budget. 9. No formal project management methodologies and best practices aligned to the company's specific needs are used to assist project performance. Companies do not want to invest in best of breed methodologies that will benefit the bottom line over a period, with projects delivered within budget. Companies do not recognise the value of using a methodology to support and enable them to record their own best practice project results for future reference, and to build a knowledge base within the company. 10. Not all project are going through a formal signed off process using a proper post mortem process to determine lessons learned and to build their own reference model for future use. A certificate signed off between sponsors and other third-parties will demonstrate project success but even that is quite seldom.


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