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
Defining the Vision for the Team
The first step is to understand your vision and goals for implementing a CRM. The goals may be driven by the leadership team 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 stakeholders expectations and goals for the system, it is important to ask the following questions.
How will the CRM help with? :-
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:-
You can also come and hear Economic Change MD Heather Black speaking at Chase 25, about Change Management. If you would like to come and speak to one of our implementation team about a new CRM implementation project, or ongoing support service options for a current system, we’ll also be exhibiting at stand no. 20.
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