The Administrator is the person in your organization in charge of the back-end of your CRM. Once they are acclimated, they are responsible for managing, editing, and customizing CRM to suit your company’s needs. The Administrator is also often the Project Champion.
This is the people in your company who will have active involvement in deciding the roll out schedule, initial system tweaks, and other critical responsibilities. It will include your Project Champion, Administrator, and possibly one or more of your management team.
This is the initial meeting to review the OnTrack Schedule, introduce key players, and plan the implementation steps.
This is the calendar outlining key activities and meetings to keep the project moving forward in at timely, efficient manner.
This is the entire process to get you up and running and fully trained on the basics of CRM usage. It includes your assigned responsibilities (tasks), our assigned responsibilities, and joint responsibilities.
Each OnTrack Stage is a series of tasks around a specific goal during your OnTrack Onboarding Process.
The Project Champion is a member of your executive or management team who takes personal ownership of your CRM implementation. They set expectations and timelines, ensure users are training on and using your new system, coordinates tech and troubleshooting issues with IT, and acts as a liaison between users, managers, executives, and/or partners throughout the project.
This is the technical and environmental information needed to properly configure your CRM. Have your IT Team or person(s) in charge of your server fill this out to the best of your abilities and ask questions as needed.
This is the videos designed to train users on key system usage. They can be accessed anytime, anywhere via the provided links.
This is the role and responsibility of the individual Users within your organization. Typically this is departmental such as Sales, Marketing, and Customer Service, and can also indicate management level.