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Last updated on 2024年8月30日

You're juggling multiple CRM projects. How can you stay organized and on top of everything?

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Managing multiple Customer Relationship Management (CRM) projects simultaneously can be a daunting task. CRM is all about managing your company's relationships and interactions with potential and existing customers. It involves using data analysis about customers' history with a company to improve business relationships, specifically focusing on customer retention, and ultimately driving sales growth. When you're in charge of several CRM projects, staying organized is critical to ensure that each project receives the attention it deserves and progresses smoothly. The key is to have a robust system in place that allows you to oversee all aspects without getting overwhelmed. Here's how you can stay on top of your CRM projects and ensure that none of them fall through the cracks.

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Carlos Samuel Sánchez Moreno ∴

IT Project Manager - SAP / Salesforce

1 Prioritize Tasks

Understanding the importance of each task within your CRM projects is the first step to staying organized. Prioritize tasks based on their impact on the project's overall success and deadlines. This may mean focusing on setting up a new customer service platform before tweaking email campaign settings. Use a prioritization method like the Eisenhower Matrix, which categorizes tasks by urgency and importance, to help you focus on what truly matters. Remember, not everything can be a top priority, so be strategic about what you tackle first.

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Carlos Samuel Sánchez Moreno ∴

IT Project Manager - SAP / Salesforce
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Los proyectos son entes vivos que como los humanos tienen sistemas para que funcionen. En mis más de 10 a?os de experiencia como Gerente de proyectos / portafolios Salesforce y SAP, puedo decir que el factor clave esta en confiar en la estructura organizativa o gobernanza de cada uno de los proyectos, garantizando flujos de procesos y orden, priorización y filtros de escenarios para ser tratados en los foros adecuados. De igual forma es importante rodearse de un equipo donde se identifiquen los Lideres a quienes se le delegue responsabilidades y que entiendan sus funciones dentro de un marco de trabajo establecido y acordado con ellos mismos.

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2 Schedule Wisely

Effective scheduling is the backbone of project management. Allocate specific times in your day or week to work on each CRM project. Consider using time blocking techniques, where you dedicate chunks of time to different tasks or projects. This helps prevent multitasking, which can be detrimental to productivity. Also, leave buffer time in your schedule for unexpected issues or tasks that may take longer than anticipated. By having a clear schedule, you'll be less likely to let something slip through the cracks.

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Carlos Samuel Sánchez Moreno ∴

IT Project Manager - SAP / Salesforce
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El famoso tema de la programación de agendas... una utopía cercana a la realidad. Es importante programar y orquestar a un equipo donde el Gerente de Proyecto pueda dar seguimiento sin estar presente. En mi día a día, debo priorizar entre múltiples sesiones en paralelo que dependiendo del estado y el estatus de las fases, tareas y participantes asisto o no asisto. Siempre hay detalles que se escapan de mi vista pero tengo un equipo en el cual confió que debe cuidar ese detalle que debe reflejarse entre las multiples herramientas que conforman el sistema de proyectos y portafolios. Como por ejemplo: Backlog de Incidentes, Matriz de Riesgo y planes de gestión de riesgos, Presentaciones de avance con actividades realizadas y próximos pasos.

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3 Leverage Tools

In today's digital age, a plethora of tools are available to help manage CRM projects. From project management software to CRM platforms themselves, these tools can help you track progress, collaborate with team members, and store all relevant information in one place. Make sure you're fully utilizing your CRM's features, such as task assignments, reminders, and reporting tools. Integrating other project management tools with your CRM can also streamline workflows and centralize data.

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Carlos Samuel Sánchez Moreno ∴

IT Project Manager - SAP / Salesforce
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Combinar el marco de gestión de servicios de TI ITIL V3 con un punto único de contacto HelpDesk en conjunto con el poder y versatilidad de un CRM se puede centralizar los flujos de procesos sobre un CRM Servicios así como la gestión de nuevos requerimientos en un embudo de Ventas sustentados y gestionados con un Business Case hasta la aprobación y cierre del mismo como un nuevo proyecto en un Gestor de Proyectos facilitando completamente la centralización de comunicación y documentación. De igual manera sobre un CRM Servicios se pueden gestionar incidentes y problemas con SLA′s y escalación a diferentes niveles de soporte alimentando el proceso de atención a través de soluciones propias de CRM como Web to Case y Mail to Case.

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4 Delegate Effectively

Delegation is crucial when juggling multiple projects. You can't do everything yourself, so assign tasks to team members based on their strengths and workload. Ensure clear communication about expectations and deadlines for each task. Regular check-ins can help you stay informed about progress and address any issues early on. Empowering your team not only helps distribute the workload but also fosters a sense of ownership and accountability.

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5 Monitor Progress

Keep a close eye on the progress of each CRM project. Set up regular review meetings and use dashboards within your CRM system to visualize progress. Monitoring allows you to catch potential problems early and adjust plans as necessary. It's essential to be proactive rather than reactive; by keeping track of progress, you can make informed decisions quickly and keep your projects on track.

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6 Communicate Clearly

Clear communication is vital in ensuring that everyone involved in your CRM projects is on the same page. Use consistent channels for communication, whether it's through your CRM platform, email, or team messaging apps. Be transparent about project statuses, share updates regularly, and encourage open dialogue among team members. Good communication helps prevent misunderstandings and ensures that all team members feel involved and informed.

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You're juggling multiple CRM projects. How can you stay organized and on top of everything?

1

2

3

4

5

6

1 Prioritize Tasks

2 Schedule Wisely

3 Leverage Tools

4 Delegate Effectively

5 Monitor Progress

6 Communicate Clearly

Customer Relationship Management (CRM)

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You're juggling multiple CRM projects. How can you stay organized and on top of everything?

1

2

3

4

5

6

1 Prioritize Tasks

2 Schedule Wisely

3 Leverage Tools

4 Delegate Effectively

5 Monitor Progress

6 Communicate Clearly

Customer Relationship Management (CRM)

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