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Sage CRM Administrator – is this necessary?

Our standard MO is to strongly recommend that clients have a designated internal ‘Point Person’ to help with training and support issues. We take a train-the-trainer approach and this point person is the trainer. A full breakdown of this role is found on this page and also referenced in the video on our Planning for a CRM project page.

Back to the topic – is having such a person necessary? 

Yes, and the better the individual the more successful your strategy will be. CRM projects can be massively successful, meh or worse. You can avoid adoption issues to a great degree by making the system unavoidable (read more) but still, massive success requires adequate support systems and your point person is generally a key ingredient of those support systems.

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ID Generation

Our ID Generator ensures a consistent naming convention for data created in Sage CRM.  This could be applied to Opportunities, Cases, Leads, or really anything. 

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