Want to know how to optimize your new CRM setup? Start by finding a stellar CRM administrator on your team.
Nearly 60% of Salesforce implementations are unsuccessful, always due in some part to an adoption problem. Rolling out a heavy new piece of software involves changing your employees’ processes, behavior and expectations.
Having an internal champion to shepherd it through can make a substantial difference.
How do you pick this person? Here’s who it should NOT be:
- A member of your IT team: While this person is working with a solid piece of technology, your administrator needs to be someone who is familiar with your sales process and your sales team. This role is much more about hand-holding people than coding new fields into Salesforce. So don’t make the mistake of trapping your CRM know-how in the IT department.
- The entire team: Putting everyone in charge of CRM means that nobody is really in charge. Democratizing Salesforce is a surefire way of ending up with duplicate, outdated