Strategy for Managing a CRM System

Last week we looked at the 40 tasks that you need to conduct as a Salesforce Admin managing a Salesforce System. This week we are sharing a quiz for you to assess your current status quo and application of these tasks.

Are you an #AwesomeAdmin? Take the quiz and find out!

One of the best approaches to managing these array of tasks is to implement a regular schedule of weekly, monthly and quarterly tasks and to schedule them in your diary to ensure the tasks get done. It’s all too easy for regular routine ‘boring’ tasks to get forgotten about in contrast to new and exciting feature developments. The risk of this is that whilst new features are being developed the system’s data could be getting dirty and users are loosing trust in using the system. If you take the eye of the ball the whole system can cascade. 

As part of our Awesome Admin Experience Week we are giving you a FREE Action Planner with a summary of the 40 tasks and what we would recommend doing quarterly, monthly and weekly…..sign up to the week here to learn more about the tasks and what you should be doing. 

Here is a quick overview of all of the tasks that we would recommend you doing:

Daily / Weekly Tasks 

• User Management 
• Error Handling
• Support Desk 
• Duplicate Management
• DevOps

Monthly Tasks 

• Cyber Security 
• GDPR Compliance 
• Data Cleansing
• Data Validation
• Business Analysis
• Return on Investment

Quarterly Tasks

• Health Checks
• Release Updates
• Training 
• Centre of Excellence
• Business Priorities
• CRM RoadMap

To understand what’s involved in these tasks then join our Awesome Admin Experience Week from 7th – 11th February at 8pm GMT / 3pm EST / 12pm PST / 7am AEDT every day for a live 40min webinar. So who is it for?

During the Awesome Admin Experience Week we will also be sharing snippets of valuable content from our Supermums Admin and Consultancy Skills Training Programme as well as a FREE Action Planner with a summary of the 40 tasks.