ColabContentOne working system
Requests in plain words, changes you can check.
Our CRM needs a full time admin. Every small change sits in a queue.
CRM admin desk
A request written in plain words becomes a proposed change to a sample CRM, shown line by line, tested on a copy and held for one named person to approve, with every applied change logged and able to be undone.
What it does
A new rep, a routing rule and a record of both, in four steps.
Someone asks the way they would ask a colleague
There is no ticket form to learn. A sentence typed into the desk is enough, and the request shows as waiting for approval the moment it is sent.
A new rep gets a colleague's access
Asked to set up a starter with the same access as a named teammate, the desk proposes the account and checks on a copy that the permissions and the team match exactly. The start date is the one in the request.
A routing rule is rehearsed on every open lead
A rule sending larger leads to the enterprise team is tried on the copy first. Every open lead is run through it, and the desk reports how many would move and how many would stay before anyone approves.
Approval is the moment it becomes real
One press by the named approver applies the change and writes it to the log. The new column is on the records and the new report opens with its rows.
Ownership
You own it. All of it.
The rules that decide who sees which lead are your sales process written down. Built for you, they live in your CRM account and your repository, readable by whoever runs sales operations next.
Hire or own
What the hire costs, and what this costs
Look at what your post lists under day to day duties. User setup, routing, lists and reports can be handed to a desk built at a fixed fee, leaving the person you hire free for the parts that need a conversation with sales.
What this role is paid, and what that comes to with benefits, is on the Salesforce administrator salary page, the nearest role we publish pay for.
When the hire is the right call
Bring in an administrator when the CRM itself is being chosen, migrated or rebuilt, or when sales leadership wants a partner in the room. Those are decisions about how the company sells, and a desk does not make them.
Read this first
What you are looking at, said plainly
Demonstration system, sample data
The software company, its users, its deals and its leads are all invented, and the CRM is a sample one inside the demonstration. The desk reads four kinds of request by written rules and sends everything else to a person. The times on screen are labels and measure nothing.
What it costs
Three public prices. Nothing per user.
Jim Glaser Law takes reference calls.Ask in your note and we set it up.
One step
Send me a version customized for my company
Questions buyers ask
Before you ask for your version
Which CRM does this run on?
A sample CRM built into the demonstration. It is not HubSpot, Dynamics, Zoho or any other product, and it connects to none of them. A version for your company is built against the CRM you use.
Does it replace a CRM administrator?
It does a core part of the work, the routine requests. Someone still approves each change, handles the requests it cannot read and decides how the CRM should be shaped.
Can a change be reversed?
Yes. Each applied change sits in a log with an undo that reverses its operations, and the log records the reversal.
What will it refuse to do?
Deleting, exporting, pricing and password requests are never handled. A new user request with no name goes to a person.
What do you need from us for a customized version?
The name of your CRM, the objects you use and a few typical requests. We build it on sample records, so nothing of yours is touched.