Hello and welcome to another episode of Mocko Mondays! I’m Kristen Ennis and this is step five in our series on the steps for a successful CRM implementation; and that is to maintain communication. Now maintaining communication throughout the implementation ensures that everyone stays in alignment, and knows where the project is at and also helps you to achieve the goals that you originally set out to accomplish.
Communicate early and often as well. Start by creating a communication plan so that everyone knows what to expect and where the project is at. This could be weekly, bi-weekly, or monthly meetings. Having a set schedule for the meetings creates the time and the space to talk about the project. What’s working out well, where you might be facing some obstacles, and also getting your team excited about the project and communicating your vision. Managing expectations is also a huge part of the process and a factor that you need to consider, because when you’re outside of the scope of the project everyone’s expectations are different and a lot of assumptions are made. Now systems do have limitations so you need to keep that in mind that to make sure everyone is on the same page. You need to manage those expectations and ensure that they align with the actual
functionality available in the system.
The more everyone is involved in the project, the more buy-in you will have in the end and this will also increase adoption.
Thank you so much for watching, the full blog post on this topic is available in the notes below if you would like to learn more about CRM implementations and what to expect, please subscribe to our channel, and we will see you soon!