When implementing a new CRM system, you should always keep in mind this simple rule: your new system will fail if end users don’t like using it. It’s true. No matter how good your planning was, or how detailed your requirements are, if in the end users aren’t using it, you will have a poor set of data in your CRM system. And a poor set of data is of little value.
Try to name your project something other than CRM
Rightly or wrongly, the initials “CRM” may have a bad ring to some. Many systems that have come out in years past were difficult to use and created more work for end users. Think about what you are trying to accomplish and incorporate that into the name – Client Services Management, Sales Pipeline Management, etc.
Get the word out on early success
If someone in your organization is having success early on, make sure others know about it. Others will see new ways of using the system, or at a minimum, see that it can be beneficial.
Stay top of mind throughout the roll out
Make sure that companywide communications are talking about the project. This is especially true coming from management. Make sure users are appraised of the progress, and continue to remind people in your organization why this project is being undertaken
For more information on Microsoft CRM 2013 and how to make your project a success, please visit us at www.intellitecsolutions.com, or call us at 866-504-4357
By Intellitec Solutions,