The role of a CRM administrator is so dependent on the sale process that what it takes to be successful varies from industry to industry. Through research, our goal was to tap into the common factors across the board that help CRM admins become leaders and guides in their field. We wanted to know:

  • How are other CRM role models achieving success?
  • What are the best practices in the CRM administration?
  • Is there a definitive guide for CRM admins?

We reached out to a little over 1,000 CRM admins across the globe and across industries, and we tried to understand their daily work life. The survey revealed interesting insights on the core tasks performed by the successful CRM administrators.

Irrespective of the industry, CRM admins face some common challenges and employ similar strategies to ensure a smooth CRM experience for their users. Customer-facing sales teams rely on a CRM for valuable, data-driven insights that they can base their business strategies on. Similarly, the efficiency of the marketing team and customer support team also depends on a fully operational and updated CRM system.

We hope that this data gave you some insight as to some of the ways CRM admins use their role to drive success in their organizations. These tasks and best practices can be a pivotal starting point toward achieving better sales, delivering excellent customer experiences, and improving employee retention.

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