Step 2 to a Successful CRM Implementation: Engaging your Team

Hi, I’m Kristen Ennis here with Mocko Consulting and this is step two in our series on how to have a successful CRM implementation. And this is about howto engage your team.

We have three quick tips on how to go about this, because it’s very important for you to understand that one of the biggest challenges for your CRM implementation phases is adoption.

If your team doesn’t use the system you’re not going to get as much value out of it. So how do you combat this?

Well, tip number one we’d suggest you play detective. Who on your team is excited about having a system to track things and stay more organized? Also, is there anyone on your team who has used a CRM before and would be willing to share their experiences? Ask their help! See if they’d be willing to champion the project.

Tip number two: create the time and the space to talk about it. Communicating and hosting meetings throughout the process is essential for the success of the implementation. And a good place to start is to have a project kickoff meeting. Once you know what your team’s requirements are,  the more insight you’ll have in selecting the right solution for your business. Also this will allow you to ask the right questions to vendors or consultants who might be helping you throughout this process. These meetings and discussions are not only helpful for team members to learn quick tips and tricks from each other, not to mention it’s also a great team-building activity.

Tip number three: address their concerns! tip number three address their concerns! Your culture is going to change and their jobs are going to change. If they feel like their voice is heard, they’re more likely to stay engaged, and then it’ll also help you to understand how you can make their jobs easier. Also be transparent.  It’s a good idea to build a team from a variety of different roles to provide great perspectives on the project. A CRM is not going to be like your accounting system where everyone knows that It’s just the system that they’re going to use and it’s not as flexible.  With a CRM you have many solutions available and you can customize it to align with your business processes, not the other way around.

So, overall engage your team to outline what your vision is for the system and be sure that everyone understands how the implementation aligns with the strategic goals of your business.  If you know anyone who is preparing for a CRM implementation, please share this video. Also if you have any questions, or would like to share your insight on a CRM implementation, we’d love to hear from you in the comments below.

Up next in the series is step number three of the process, which is how to prepare your data for a CRM implementation.