Three steps to change management during CRM implementation
Implementing a CRM system can have a huge impact on how your business functions, including the day-to-day jobs of individual employees. Facilitating this change is important, since it involves essentially restructuring your company culture. According to the U.S. Department of Labor, staff productivity decreases up to 75% during unmanaged change.
Start off by surveying your organization to see how prepared they are for change. Surveys can help you identify departments or individuals who might be resistant to change and why. This will help you develop your change management strategy.
Here are some procedures you should follow as part of your change management strategy to ensure a smooth transition:
Create a program to inform all affected parties about the CRM system, including its benefits and the process to come. This can be done through a series of general meetings, announcements, or newsletters, but it’s a lot of information to process, so try to get creative.
Make your CRM implementation as hassle free as possible using this step-by-step CRM implementation guide
You can develop an email campaign to inform employees about the benefits of CRM for the whole company, not just sales. According to surveys by Tech News World, the benefits can be vast, including better customer service, satisfaction and retention; better sales, market intelligence and lower costs.
Since your CRM solution will affect the workday of many people, you can expect some resistance to change. CRM is designed to streamline business tasks, and some employees might fear their job is in jeopardy as a result of the change. Others will simply dislike the new standard for business processes.
Set up an approach to respond to these complaints. Focus on the benefits of CRM for them -- for example, less busy work makes it easier for them to close sales. Address the concerns of these individuals one-on-one, enlisting the help of peers and supervisors.
Showing people the potential benefits of a CRM system for them isn’t enough to get them enthusiastic about using it. Implementing some kind of incentive with a measurable benefit is an effective method to fix this.
For example, you can ‘gamify’ your CRM implementation with a reward points program or something similar. For example, an employee could earn points based on their CRM login rate. Store these points on a special website like IncentiveMarketing.org, which is designed just for that.
3. Internal guidelines
Communication and incentives will help ensure most of your organization is enthusiastic and accepting of change. These are the first and most important approaches to take, but in the end, management should still draw out some clear guidelines for who they expect to use the system and how. Include CRM usage as part of your job descriptions and performance evaluations to encourage adoption.
Featured white papers
CRM implementation guide
Plan your CRM implementation successfully with this comprehensive guideDownload
CRM software vendor directory
Save hours of CRM vendor research with this free guideDownload
CRM software selection checklist
Plan your CRM selection project with over 100 actionable steps to successDownload
How to conduct a thorough CRM audit
A step-by-step guide to performing a CRM audit
The three different types of CRM and what they offer
Before you go ahead and implement a CRM for your business it pays to understand the options
Five reasons for CRM implementation failure
CRM implementation failure is all too common - but it is easy to avoid if you know how