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You're working with a remote CRM team. How can you ensure the project stays on track?

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Working with a remote CRM team can be challenging, especially when you have to manage multiple stakeholders, deadlines, and deliverables. CRM projects require constant communication, collaboration, and coordination to ensure that the customer needs are met and the business goals are achieved. How can you ensure that your remote CRM team stays on track and delivers high-quality results? Here are some tips to help you succeed.

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Establish clear communication:

To keep your remote CRM team on track, prioritize open and regular communication. This fosters transparency and helps everyone stay aligned on project goals and progress.
Set defined milestones:

Clear milestones break the project into manageable chunks, making it easier to monitor progress and maintain momentum towards the final goal.

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Guilherme Dornelas

Consultor Sênior e Arquiteto de…
Lucas Augusto Sartori

CRM Analyst Senior at Cadastra | ??…

1 Define the scope

One of the first steps to ensure a smooth CRM project is to define the scope clearly and precisely. You need to identify the objectives, requirements, expectations, and deliverables of the project, and communicate them to your team and your clients. You also need to set realistic and measurable milestones, timelines, and budgets, and monitor them regularly. Having a clear scope will help you avoid scope creep, misunderstandings, and conflicts, and keep your team focused and aligned.

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Mohit Sharma ??

Strategic IT Leader | Optimizing Cloud Infrastructure & Database Management | 22+ Years in IT Transformation | I help Businesses reduce Costs & Enhance Efficiency through BPR & Cloud Solutions
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Make sure everyone knows exactly what needs to be done and what the project goals are. This is like drawing the map before starting the journey.

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Rushikesh Petkar

?? ElevateMe Admission Advisor | Crafting IT Careers for International Students in the US ?
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To keep a remote CRM team on track, establish clear communication channels and project goals from the outset. Utilize project management tools such as Asana or Trello to assign tasks, track progress, and set deadlines. Hold regular virtual meetings to discuss updates, address any challenges, and ensure everyone is aligned with the project objectives. Foster a culture of accountability by encouraging team members to take ownership of their tasks and provide regular updates on their progress. Regularly evaluate the team's performance and adjust strategies as needed to ensure the project's success.

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2 Choose the right tools

Another key factor for a successful remote CRM project is to choose the right tools that facilitate communication, collaboration, and coordination among your team members and your clients. You need to select tools that are easy to use, secure, and compatible with your CRM system and your project needs. Some of the tools you may need include video conferencing, instant messaging, project management, document sharing, and feedback tools. You also need to establish clear and consistent guidelines on how to use these tools, and train your team and your clients on how to use them effectively.

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3 Build trust and rapport

Working with a remote CRM team can be challenging for building trust and rapport, which are essential for a productive and positive work environment. You need to foster a culture of trust and rapport among your team members and your clients by being transparent, respectful, and supportive. You need to communicate frequently and openly, share feedback and recognition, and address issues and concerns promptly. You also need to create opportunities for social interaction and team building, such as virtual coffee breaks, icebreakers, and games, to help your team bond and have fun.

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4 Manage expectations and risks

Working with a remote CRM team can also involve managing expectations and risks, which can affect the quality and outcome of the project. You need to manage expectations and risks by setting clear and realistic goals, roles, and responsibilities, and communicating them to your team and your clients. You also need to identify potential risks and challenges, such as technical glitches, data breaches, or scope changes, and plan for contingency measures and solutions. You also need to update your team and your clients regularly on the progress and status of the project, and report any issues or changes as soon as possible.

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Mohit Sharma ??

Strategic IT Leader | Optimizing Cloud Infrastructure & Database Management | 22+ Years in IT Transformation | I help Businesses reduce Costs & Enhance Efficiency through BPR & Cloud Solutions
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Make sure everyone knows what might go wrong and what to do about it. It's like checking the weather before planning a picnic, so you're not surprised by rain.

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5 Evaluate and improve

The final step to ensure a successful remote CRM project is to evaluate and improve your performance and results. You need to evaluate and improve by collecting feedback and data from your team and your clients, and analyzing them to measure the impact and effectiveness of your CRM project. You also need to identify the strengths and weaknesses of your team and your processes, and implement best practices and lessons learned for future projects. You also need to celebrate your achievements and recognize your team and your clients for their contributions and efforts.

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Lucas Augusto Sartori

CRM Analyst Senior at Cadastra | ?? Salesforce Marketing Cloud | 4x Salesforce Certified |
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A comunica??o é talvez o fator mais importante de todos. Para que o projeto seja bem sucedido, é necessário manter um equipe conectada desde o início para definir o melhor escopo, selecionar as ferramentas, passar pelas dificuldades do projeto e, ao fim, coletar os feedbacks

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Guilherme Dornelas

Consultor Sênior e Arquiteto de Solu??es Salesforce | Especialista em Revenue Cloud/CPQ/Billing | Líder de Comunidade & Mentor Trailblazer | 15x Certificado Salesforce | Expert em Salesforce Flow
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Em todos os tópicos do artigo é mencionado que comunica??o é fundamental, independente da ferramenta. Manter seu time sempre conectado e a par de suas atividades é o fator principal de sucesso para qualquer projeto.

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Customer Relationship Management (CRM)

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You're working with a remote CRM team. How can you ensure the project stays on track?

1

2

3

4

5

6

1 Define the scope

2 Choose the right tools

3 Build trust and rapport

4 Manage expectations and risks

5 Evaluate and improve

6 Here’s what else to consider

Customer Relationship Management (CRM)

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You're working with a remote CRM team. How can you ensure the project stays on track?

1

2

3

4

5

6

1 Define the scope

2 Choose the right tools

3 Build trust and rapport

4 Manage expectations and risks

5 Evaluate and improve

6 Here’s what else to consider

Customer Relationship Management (CRM)

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