Role of the Business Owner in CRM Implementation

As per the recent poll conducted on my Linkedin profile 46 percent of the people were aware that Business owner should take responsibility himself & also take the help of a person who is a good leader, people follow him, who understands the pain of the team can play the role of CRM Admin.

Let’s understand in detail what exactly a Business owner should do in practice & what he should assign to CRM Admin for successful CRM Implementation

Responsibilities of Business owner

• Getting the CRM ready based on the business requirement
• Take training of CRM with the team.
• Spend at least 20 min on the CRM dashboard to analyze the health of the business.
• Ask admin to get the overdue clear, if any.
• Once in a week conduct review meetings & analyze the sales reports in the meeting.
• Check the validity of data being entered in CRM

Responsibilities of CRM Admin

• Role of Admin is much more than Business owner
• His role includes the responsibilities of Business owner plus to become a point of contact between salespeople & business owner.
• He also works as a coordinating point between CRM Vendors & Business owner.

I have seen Business owners complaining to vendors that still CRM is not implemented completely & shocking thing in such a scenario is observed that the business owner never spent time himself to get trained.

It is these two pillars that must be strong & drive the CRM implementation journey. ?

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