CRM is more than just centralizing customer information and visibility into the sales funnel (although it will give you that too!). It is more about improving the way your sales, customer service, and marketing teams work. It leads the way to increase productivity providing your teams with the tools they need to make their jobs easier. Without the right buy-in from all stakeholders, your projects risk failure right out of the gate. It is essential to work with an integrator who understands change management and how to get everyone on board with training, quick wins, tips, and tricks.
Some of the ways CRM can increase end-user adoption rates are by offering personalized, continual, and system administration training. Develop your team’s skills to streamline processes.
CRM also supplies quick user engagement strategies to sustain growth. An added perk is a beta-testing period to provide the time needed for users to adapt to their CRM system and deliver feedback. It is also essential to make sure users understand the group beneﬁts and the individual ones as well.