How to assemble your CRM project team

14 April, 2017


It all comes down to people. The makeup of your project team will be one of the greatest determining factors of your CRM project’s success. We’ve worked alongside scale-ups, larger corporate businesses and nonprofits, and I can say with confidence that the below roles create a well-rounded project team, regardless of the size of the organisation or the scale of the project. However, for smaller businesses or projects, you may have a single person covering multiple roles in the below table. The important thing is that there is a name next to each of these boxes, so that the division of roles and responsibilities is clear and covers the necessary capabilities.

Assemble your team