Previously, we wrote about the importance of getting clear requirements for a CRM implementation to be successful. To do that and ensure that the implementation and rollout are done well, you need the people in the key roles to be involved in the project.
Let us look at a few key roles and responsibilities that can make this happen.
Share key actions and challenges to help frame requirements
Analyze requirements
Give feedback on prototypes
Review user manuals and training material
2. C-Suite: Sales leaders, Management
Share the key challenges and desired reports
Inspire buy-in by the users
3. Business Analyst + Technical Architect: Process and Solution Expert who is aware of best practices
Meet primary users and C-suite members to collect the business flows desired by primary users
Identify challenges
Identify automation opportunities
Identify Alerts
Develop and Publish Requirements document
4. CRM Application Expert: The product has many features, and knowing someone who is aware of all the features is important.
Help design the solution in an optimal way
Setup the CRM
Data model
Configure automation rules
Support users after going live
5. Project Manager
Prepare Project Schedule
Daily or Weekly updates and escalations
Ensure the stakeholders are in sync on the approach and flows. Forewarn if there are gaps and address them before they become issues
Ensure dependencies are cleared. This is more critical when CRM has to integrate with other solutions
6. Developer/Programmer
Review requirements and share the best design approaches and finalize after consultation with BA and CRM Expert. Communicate the pros/cons of different approaches
Design in flexibility wherever possible to allow business users to make changes in the implemented flows
7. Trainers
CRM rollout requires a change in the habits of the users. Without good training, users will switch back to old ways
Follow-through to review usage and retrain
Do training 3 to 4 times in the first 3 months
Provide cheat sheets for the most common actions
In some cases, a person might be performing more than one of the above roles. That person should have time to fulfill the obligations of each role. Defining these key roles and related responsibilities will help with task delegation, collaboration, goal setting, and task completion.
Ensure you give enough thought to defining roles to ensure an effective CRM roll-out.
Webinar & Videos
Are you an Active Pilot Edition User?
Have you been using the Pilot Edition for long?
If you are not really aware of all the features available in this edition,
One View in Vtiger is a powerful feature - it not only gives a 360-degree view of your customer but also provides unified data to different teams across the organization. But we have come to realize that One View is not used the way it should be.
The Big Little Things section highlights some of the lesser-known and sometimes overlooked features and enhancements in Vtiger CRM that pack a big punch.
One View in Vtiger is a powerful feature - it not only gives a 360-degree view of your customer but also provides unified data to different teams across the organization. But we have come to realize that One View is not used the way it should be.
The Big Little Things section highlights some of the lesser-known and sometimes overlooked features and enhancements in Vtiger CRM that pack a big punch.
We have a whole list of how-to videos that show how you can configure the CRM.
It is our one-stop learning destination for all things Vtiger CRM. Jumpstart your Vtiger CRM journey today!
Knowledge Base is our repository of articles (help documentation) and FAQs. For quick know-how about a feature, search for, and read an article.
Vtiger now integrates with the OpenWeather app. Check out the weather condition of the customer location directly from the CRM before going to meet them in person. Here is the article on Vtiger Integration with OpenWeather app.
We have a whole list of how-to videos that show how you can configure the CRM.
It is our one-stop learning destination for all things Vtiger CRM. Jumpstart your Vtiger CRM journey today!
Knowledge Base is our repository of articles (help documentation) and FAQs. For quick know-how about a feature, search for, and read an article.
Vtiger now integrates with the OpenWeather app. Check out the weather condition of the customer location directly from the CRM before going to meet them in person. Here is the article on Vtiger Integration with OpenWeather app.
CRM Buzz
(CRM News and Technology Trends)
Trends keep changing and with progress being reported in technology every day, how can CRM be left behind?
Do you know what is trending in the CRM space in the mid of 2022? Customer Experience, Artificial Intelligence (AI), and Mobile CRM are very much here to stay. Knowledge Base, Internet of Things (IoT), and Voice Recognition (VR) are some trends you can look forward to in your CRM.
Trends keep changing and with progress being reported in technology every day, how can CRM be left behind?
Do you know what is trending in the CRM space in the mid of 2022? Customer Experience, Artificial Intelligence (AI), and Mobile CRM are very much here to stay. Knowledge Base, Internet of Things (IoT), and Voice Recognition (VR) are some trends you can look forward to in your CRM.
As CRM users, we do not always use all the modules and features available. Many of us use a few on a daily basis or frequently.
Vtiger CRM allows you to customize and personalize the Main menu using the Favourites section.
I have added the modules I frequently use and in the order that I want to the Favorites section. This has helped me reduce the number of clicks and the navigation time required to reach a module screen.
I also use the Search function to look up modules instead of traversing the entire Menu.
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