Maximise CRM user adoption and make sure employee sentiment about your CRM is as positive as your ambitions for it.
Do you know why some of the best CRM people have experience outside CRM?
It’s because today, CRM providers and partners alike know people matter most. The value of CRM to your business doesn’t stem from just the software, but from how deeply people integrate it into their jobs.
It’s why disciplines like change management, process improvement, and organisation design feature on the CVs of today’s CRM experts. Because when an implementation fails - as, sadly, some still do - it’s usually because the software was rolled out without taking the people along and there has been a lack of CRM user adoption.
This SlideShare outlines how you can inspire positive attitudes towards CRM adoption.
15. Write down a few positive
outcomes your people will like.
As a senior, you should lead
from the front to encourage
CRM user adoption.
Everyone, in every
business, has
business pain.
How does CRM soothe
that pain?
17. Any new process
needs cheerleaders.
Whose department will
win big with CRM?
Talk to top managers
in Sales, Marketing
and IT to get their
thoughts.
Understand their needs
before implementation
so you can demonstrate
granular benefits of CRM.
19. What does success looks like?
Set expectations foryour CRM that translate into ROI,
encouraging user adoption.
A sales team with a single database?
Sales and Marketing as collaborative sources?
Or the whole organisation treating every
customer like the only customer?
21. How best to communicate that vision?
Inspiring positivity stems from showing successes, demonstrating how
departments can achieve the same and how CRM makes the working day easier.
Case Studies?
They work for marketing.
Business Cases?
Great for sales.
Tips for saving
hassle at work?
For everybody.
23. Every new system treads on toes somewhere.
Organise a demo before installation and ask end users for
honest feedback.
All are solvable... (if you know what they are ahead of rollout.)
Is an old system
blocking the way?
Are training worries
causing blowback?
Is the CRM able to
align with existing
processes?
25. Before the big stories
come in, there’ll be small
successes.
Don’t wait for them… make them
happen. Then share them as best
practice.
CRM user adoption soars when
people think,
“Hey, I want to do that!”
27. • Don’t let small successes
stay small.
• Work out what went right,
and scale it up.
• What works for one
team may work
organisation-wide.
• Configure any dashboards
and features so everyone
has the same access to
information and the same
chance at success.
(CRM lets you apply one person’s good
ideas beyond their desk.)
29. You’ve achieved change. Now lock it in.
Treat success stories as newwork processes for all to adopt.
Write the case studies. Give small gifts. Celebrate with
lunches out.
And make it easy for everyone to do the same.
31. If you want an extra boost in inspiring
positivity and managing attitudes towards
CRM adoption, make sure you choose the
right partner to help.
32. The Ultimate
Guide to:
Assessing and
choosing the
right CRM for
your business
CRM is becoming increasingly important
to businesses, but with such a variety
available and low success rates, choosing
the right one can be complex. We outline
essential steps to follow, helping you to
assess and choose the right CRM foryour
business.
ULTIMATE SERIES
Choosing a partner is an important part
of assessing and choosing the right
CRM foryour business - find out more by
downloading:
Ultimate Guide to:
Assessing and choosing
the right CRM for your
business
Download Now