Project Team
Regardless of the size of your organization and your business goals, a successful Salesforce CRM project requires the following roles. In many small organizations a single person covers more than one role.
- An executive sponsor
- A project owner to get the Salesforce CRM up and running
- An administrator to manage the application day to day
- A power user who really knows your company’s business processes
The executive sponsor lends his or her influence to the project by becoming its champion. Having that person’s full support and participation—from the planning stage until the go-live date and beyond—is absolutely critical.
The project owner, who leads the implementation project, must understand the organization’s business processes to be able to map them to Salesforce CRM.
The person who is the designated administrator usually gets Salesforce CRM up and running and then manages it day to day. A technical background is not necessary, but may be helpful. For more information about what to look for in an administrator, go to the topic Administrator Qualities & Training.
And to make sure that Salesforce CRM meets the needs of your end users, it is essential to involve key power users in the planning process.
- Tip: In the MySalesforce Workbook, use the My Project Team worksheet to assign the people who will play key roles in your Salesforce CRM project.
