Staffing up for CRM
You need to align your marketing objectives and processes to your company strategy and organizational structure. You are required to present an organized system for the marketing alignment of your company.
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By Jesse Hopps
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:
- 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.
- 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.
- 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.
