CRM Red Carpet Roll Out

Roll Out the CRM Red Carpet


Rolling out the red carpet for a CRM system might seem silly, but it’s actually an important first step to getting everyone on board with the new Standard Operating Procedures (SOPs).

Some people might not be comfortable asking questions in at the outset of a new project, so it’s in your best interest to walk them through vital functions. They can hit the ground running and get the most out of the CRM tool you’ve invested in!

Consider these tips to ensure that you make the most of introducing your new customer relationship management (CRM) software.


1.   Have a 30-Day Deliverable

Make sure you know what you want to see at the end of 30 days. This is especially important if you are moving from a legacy CRM system to a new one. List the reports you want to see at the end of that first month, as this dramatically increases the chances of success. Most importantly, consider how the success of these reports influence your company.


2.   Have Detail Oriented System Administrators

With one person, or team, at the helm for system administrative setup, the policies and procedures are more likely to be consistent. Consistency makes it much easier to get everyone on board efficiently.

An Admin is the person responsible for collecting current data from managers and accounting in order to populate the whole new CRM software. So this needs to be someone who works well at coordinating teams of people.


3.   Numbers First (say the accountants!)

Arguably, your accounting department might be the best place to start, as they have the most crucial data to transfer into the CRM. You can figure out where to go from there once this data has all been transferred properly. Work through this process and then figure out what obstacles you may encounter with other departments and how you can accommodate for them going forward.


4.   Know the Integration “Cost”

You’re going to get the most ‘bang for your buck’ by having a system administrator devoting the time to help everyone get on board. Know that you might encounter some obstacles and as a result, have to invest a little more time than you originally planned on. However, you’ll offset this by reaping the long-term benefits of a well-structured system. The cost might have those same accountants concerned at first, but your CRM will collect a major payoff!

Consider weighing these costs with the benefits of using the new system. Make sure you set regular dates for running reports so that those struggling to master a new system can see how their hard work is paying off. This makes buy-in easier for people across the board.
Do you have questions about how to transition from one CRM system to another? Stay tuned to our blog to learn more about our system and the top tips for users.

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