What do you do if your CRM projects are overwhelming and competing for resources?

A fundamental fact is that all projects have their key KPI's and their own troughs & ebbs. Smart CRM management is to ensure that the Client’s KPI is addressed, nuances of how to achieve this within the highs and lows is one's efficiency.

All your projects will compete for resources when in a role that requires cross functional collaboration. Determining how many resources to throw at different problems is a growing pain of every SaaS organization looking to scale - If you can prioritize the importance of each & quantify their value, you're on your way to determining how to scale value achievement for your customers at an organizational level.

When CRM projects feel overwhelming and compete for resources, start by assessing which projects align most closely with organizational goals. Allocate resources based on these priorities, considering team skills and project impact. Develop a clear project roadmap to outline milestones and deadlines. Keep communication open among teams and stakeholders to stay aligned and address concerns promptly. Utilize project management tools to track progress and manage tasks efficiently. Regularly review and adjust plans as needed. Celebrate small wins and learn from challenges to foster team morale and continuous improvement. This balanced approach can help manage CRM projects effectively amidst competing demands.

Feeling swamped by your CRM projects? ?? Here's how to stay afloat when they're all yelling for attention: 1. Prioritize: Use the MoSCoW method (Must have, Should have, Could have, Won't have) to sort your projects. Focus on what truly drives value. ?? 2. Delegate: Don't go solo. Share the load with your team. Assign tasks based on expertise and availability. Teamwork makes the dream work! ?? 3. Streamline: Automate where you can. CRM tools with automation features can save heaps of time and prevent human error. ?? 4. Resource Management: Assess and reallocate resources dynamically. Sometimes, shifting a bit here and there can solve big problems. ?? #CRMChaos #ProjectManagement #Teamwork

As a team lead one must assist and guide the team members to identify which job takes priority based on the demand distribution

Keep it simple, try to focus on the most strategic parts of a CRM project that will be valuable for the next developments. For example, as a first step, you need to define how you will measure the success of the project or the actions you are going to try in the future. Having that in mind you need to work on your data structure, reports, KPIs or/and OKRs before you work on the next implementation. This "asset" is going to help you in all your next implementations.

Smart working is always a necessity over and above hard working and team work can make complex tasks easy by breaking them down into achievable components.

Plan well to deliver well, measuring the progress adds to the team's efficiency and effectiveness. Plan ahead to identify key targets.

Strategies should help achieve the end result and while developing thise strategies emphasis should be given to ensure flexibility and adaptability, depending on situation.