I’ve worked with countless companies operating different CRM systems and if I can give one piece of advice it would be: a CRM needs an admin. It’s like a classic tale, a princess finds love, the hero saves the day, and a CRM isn’t complete without an admin by its side.
You might be reading this thinking, “Hey, that’s not me. We have a Salesforce/HubSpot/[insert favored CRM here] admin!” True, I also see many companies using an admin for exclusively technical tasks. This is also a huge miss.
In this article, we’ll discuss the role of an admin - what it usually is, what it can be, and how it can transform your company.
Your CRM admin holds the key to data integrity. CRM admins are responsible for managing and maintaining the data within your system, making sure it's accurate and up-to-date. This includes tasks such as setting up and configuring the system, creating custom fields and workflows, and managing user access.
This is all technical. So, what else can a good admin offer your business?
Glad you asked.
A CRM is a complex tool and no one knows it better than your admin. They know the ins and outs, the data structures, the workflows, and all the other band end stuff that either makes it a pleasure to work with or a nightmare to endure.
A skilled admin can help you get the most out of your CRM by making sure it's configured to align with your business goals and processes. They can help you create customized reports and dashboards, so you can easily track key performance metrics, and they can help follow your lead journey from acquisition through to the sales process.
This is where the admin’s CRM operations and strategy comes into play. By taking it a step further and incorporating RevOps, the role of the admin is even more strategic. A RevOps admin would not only be responsible for the technical aspect of the CRM but also for the data analysis and strategy. They would be able to use the data from the CRM to identify revenue bottlenecks, optimize processes and implement new revenue growth strategies.
Imagine that, someone who not only knew how to get things done, but knew which things needed to get done in order to ensure your company’s business functions worked better!
Your admin can help you make the most of your CRM investment. Without a dedicated team member owning the system, it's easy for things to fall through the cracks and for your CRM to end up at the very best as a very expensive data box.
We don’t want that.
That’s why we help companies by providing that CRM admin that incorporates the technical and strategic sides of the role. We use industry best practices so you can take your CRM to the next level. So, what kind of CRM admin are you looking for?
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