Language: Hinglish. Yeh guide English mein padhne ke liye: Who Should Be Responsible for CRM in Your Company?
Short answer: CRM admin woh hona chahiye jo aapka sales process sabse achhe se samajhta ho, jiski baat team maanti ho, aur jiske paas har hafte kuch ghante CRM ke liye hon. Aksar yeh ek senior sales coordinator ya trusted sales manager hota hai. IT head ya naya junior aksar sahi choice nahi hote.
Chapter 2 mein aapne demo mein sahi sawaal poochhe aur CRM chun liya. Ab Chapter 3: CRM ko sahi tareeke se lagana. Pehla aur sabse zaroori faisla: CRM ka zimmedaar kaun hoga?
CRM admin ka matlab kya hai?
CRM admin sirf password reset karne wala nahi hai. Woh CRM ka “owner” hai: kaunsi fields hon, lead kisko jaaye, kaunsi report bane, aur team sahi use kar rahi hai ya nahi.
Option 1: IT head ya CTO
- Fayda: Software samajhta hai, settings jaldi seekh leta hai.
- Problem: Sales process nahi jaanta. Salesman ki problem uske liye “technical issue” nahi, toh priority kam. Team usse sales ke baare mein seekhna pasand nahi karti.
Option 2: Naya ladka ya junior
- Fayda: Time hai, utsaah hai, sasta hai.
- Problem: Senior salesman uski baat nahi maanta. Woh kisi ko “CRM update karo” bol nahi sakta. 6 mahine mein job chhod di, toh CRM ka gyaan bhi gaya.
Option 3: Owner khud
- Fayda: Sabse zyada authority.
- Problem: Time nahi. Roz ki settings aur sawaal owner ka asli kaam nahi (yaad hai owner ke 2 kaam?).
Sahi CRM admin: sales samajhne wala, respected insaan
| Gun | Kyun zaroori |
|---|---|
| Sales process jaanta ho | Fields aur stages sahi banenge |
| Team uski baat maane | Use karwa sakega |
| Har hafte 4–6 ghante de sake | CRM ki dekhbhaal hogi |
| Thoda tech-friendly | Settings seekh lega |
| Company mein tikne wala | Gyaan company mein rahega |
Ek Ludhiana ke auto parts manufacturer ne pehle IT wale ko admin banaya. 3 mahine mein sirf aadhi team CRM par thi. Phir unhone apne sales coordinator ko admin banaya, jo 8 saal se company mein thi aur har salesman ko jaanti thi. Kuch hi hafton mein lagbhag poori team CRM par aa gayi.
Owner ka role
Admin ko authority owner deta hai. Team meeting mein saaf kahein: “CRM ke maamle mein inki baat meri baat hai.” Aur pehle mahine har hafte admin ke saath 15 minute baithein, taaki unhe lage ki yeh zimmedari sach mein zaroori hai. Bade software projects mein isse system administrator ka role kehte hain, par chote business mein yeh role sales ke paas hona chahiye.
FAQ
Kya chote business mein alag CRM admin chahiye?
Alag naukri nahi, par ek zimmedaar insaan chahiye jo hafte mein kuch ghante de.
Kya IT wala CRM admin ban sakta hai?
Technical help de sakta hai, par admin sales samajhne wala hona chahiye.
CRM admin ko training kaun dega?
CRM vendor. CRM lete waqt admin ke liye alag training zaroor maangein.
Agla kadam
Admin chun liya? Ab jaaniye uska kaam kya hai: CRM Admin ki 5 Mukhya Zimmedariyan
CRM setup mein madad chahiye? Call karein: 99142 49191.
