Building the Right Team for CRM
The success of a CRM project is not just about choosing the right software. The real success comes from building the right team to manage, implement and own this project. Wrong roles, a misfit team, or an incomplete vision can lead even the best CRM solution to failure.
In this video, we examine the 6 essential roles in CRM projects and why these roles determine the fate of your project.
Key roles we covered in the video:
- Project Sponsor: A leader who comes from senior management and determines the strategic vision of the project and keeps the morale of the team high.
- CRM Manager: A person who plans and executes the project end-to-end and prevents errors with his experience even in different sectors.
- Process Owners and Unit Managers: Those who know their workflow best, CRM'department leaders who ensure that the product meets real needs.
- Key Users: Team members who will use the system on a daily basis, reflecting the reality in the field and contributing to the development of the system with their feedback.
- IT Expert and Business Analyst: The invisible protagonists of the project, ensuring integrations and technical harmonization.
- Project Consultant: A mentor who illuminates the blind spots of the project with the expertise he brings from outside and supports the process with best practice examples.
Remember, the CRM project is more than a technology application, it is a cultural transformation project. The fact that these different roles work as a whole, synchronized and in harmony, is the most important factor that will enable your business to achieve its growth goals.
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