CRM & pipeline
administrator
Every opportunity with a real stage and a real next action, contacts deduplicated and enriched, follow-up actually happening and a pipeline report you can trust — instead of a CRM everybody has quietly stopped believing.
A CRM nobody trusts is worse than a spreadsheet
The failure is universal: the CRM was implemented, everybody used it for a quarter, and now the stages are wrong, half the opportunities have no next action, and leadership makes decisions from a report they know is inaccurate.
It happens because CRM hygiene is nobody's actual job. Fee earners update it when they remember, which is after the deal is won or lost.
A dedicated administrator makes it somebody's job. They chase updates, clean data, enforce the process and produce reporting that reflects reality — which is what makes the whole investment worth anything.
What they administer
- Pipeline hygiene — Every opportunity with an accurate stage, value, close date and next action, chased from the owner weekly.
- Data cleaning — Duplicates merged, contacts enriched, dead records archived, fields standardised so filters and reports work.
- Activity logging — Meetings, calls and emails captured against the record so the history is real rather than anecdotal.
- Follow-up chasing — Opportunities with no activity for a set period surfaced and chased, which is where most pipeline quietly dies.
- Sequences and templates — Outreach and nurture sequences built and maintained, with templates kept current.
- Reporting — Pipeline, conversion by stage, source attribution and forecast — weekly, from data that has been checked.
- Process enforcement — Your sales process actually applied, with exceptions visible rather than absorbed.
What stays with you
Data, chasing and reporting travel. Selling, forecasting judgement and client relationships do not.
- Sales conversationsThey chase updates and can do administrative outreach. Selling is yours.
- Forecast judgementThey report what the data says. Whether to believe it is a leadership call.
- Pricing and termsNever discussed or committed.
- Process designThey enforce your process; changing it is your decision.