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How to Get Employee Buy-In on Your New CRM

Posted by Synchronicity on Dec 11, 2017, 9:30:00 AM

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Change is good…unless you’re used to the way things are. Few things are more disruptive to a work environment than the implementation of new technology, particularly when it’s done on a wide scale.

 

Learning new technology is a pain.

We know! We get it. But…but. A new CRM (that’s slang for “Customer Management Software”) can do wonders for your business. If you take the time to choose wisely and integrate properly, an effective CRM solution will absolutely make your business better.

How?

By streamlining the logistical processes of marketing, ordering, data management, and more.
By
organizing your data in a way that clarifies actionable, ROI-driving business strategies.
By eliminating redundancy, reducing the risk of errors, and freeing up your employees’ time.


The hardest part? Getting everyone on board. Of course, it’d be wonderful if all your employees were so ready for new software they embraced a new CRM with open arms.

More likely, though, is that many employees – particularly long-term ones – will feel frustrated at the momentary setback to their work. They know how to operate the old system. If it ain’t broke…

 

If your software’s not actively bettering your business, it’s broken.

Once you’ve made the decision to use a CRM, how do you get well-meaning employees to buy into your vision? The best software in the world isn’t really worth much if no one will use it. Here are some strategies for implementation that you can incorporate as soon as you login.

  • Involve your employees in the selection process, particularly if you’re a small company. The more actively engaged your people were in selecting the right CRM, the more excited they’ll be to put it to work.
  • Shift workflows, but don’t add more of them. People stop using CRMs because they create more work instead of streamlining it. Before implementation, know which steps your new software can replace; good contenders include analog tasks, lead scoring, data summarization.
  • Train, train, and train some more. Training’s the worst…no one likes sitting through informational conference calls but it’s got to be done. Schedule an all-day session to start, then pepper ongoing sessions throughout the coming weeks. Order in lunch! Offer coffee! Just remember to give your employees a break on their regular work while they’re spending work hours adjusting to the new system.
  • Set a deadline for implementation, and stick to it. Don’t make it optional for people to adopt the new software! Choose a date in the future – maybe 2-3 months down the road – that everything needs to be moved over and managed on the new CRM. When you treat it like a priority, it becomes one.


And remember, employee engagement comes from the top down. If your employees see you having success with the new software, they’ll want to emulate you. The person who ultimately makes the decision to implement new software should always, always be the office expert. No exceptions.

 


Is your office ready for a new CRM?
If you’re asking the question, the answer is probably yes. Sync is ready to help. Talk to our team today about your
options for automating your processes, from emails to marketing and beyond.

 

 

Tags: CRM