Creating a Vision for Change with your CRM

We all share the vision for introducing a new CRM of having happy team members, customers and positive outcomes for the organisation! So how can we prevent an implementation project from going wrong?

One of the key principles, is to have a change management strategy in place. It is not something to ignore, it is a practical must have requirement for any CRM implementation.

During the month of July we will be sharing some of our top tips for supporting change management and giving you the chance to

Download our e-guide to Change Management for free – only available during July!

Defining the Vision for the Team

The first step is to understand your vision and goals for implementing a CRM. The leadership team may drive the goals and also the front-line staff. It’s valuable to establish the benefits for all involved How to maximise user engagement and adoption.

To align all stakeholder’s expectations and goals for the system, it is important to ask the following questions.

How will the CRM help with? :

Improved team co-ordination
Better customer service and satisfaction
Improve data protection and security
Easier data collection and monitoring through digital enablement
Improved data analysis and intelligence to measure impact and secure funding

How do you engage and support users to adopt Salesforce

Once you have created the vision for the team, it’s about supporting and empowering the team to use the system. Here are some of our useful tips to support the embedding process:-

Engage users in design and ongoing salesforce champion discussion workshops.
Allow adequate time and space for team members to interrogate the system.
Create dashboards and reports that are valuable to end users.
Ensure there is a salesforce administrator at the end of the phone to provide support.
Make sure your business rules for using the system are clear.
Provide engaging and exciting training to get users on board with the system.