Most all Sage CRM customers have an internal resource (we say CRM Administrator) that (a) has administrative rights, and (b) understands Sage CRM at a deeper level than end-users. This is an important role as issues and requests from end-users flow through this individual(s). This person is typically the first person concerns pass through before reaching out to your defined My CRM Manager project manager.

While technically speaking there is nothing your internal CRM administrator is unable to do with these administrative rights, in practice, there are some items/tasks that do not occur frequently enough for your administrator(s) to be comfortable doing. And each individual is different, etc. Below is a general outline of our expectations of what your CRM Administrator should be able to do (with training) versus what your My CRM Manager project manager will tackle.