Getting Your Team On-Board with CRM Software

You've heard all about the advantages of using CRM software, and now you're ready to hop on the CRM bandwagon. Your staff, however, is not so enthusiastic about the change. This will mean incorporating new technology and new strategies for handling customer relations, and these shifts might be difficult to adjust to.  Have no fear. We've got some fool-proof ways that you can get your staff on-board with this helpful new software. 

Choose something simple.
You might be captivated by the advanced features and colorful, confusing doohickeys that a certain CRM software has to offer, but it's likely your team will be less than approving of this option. One of the most effective ways to ensure your team is on-board with CRM is by picking a software that is easy to use. If your employees or coworkers can't complete tasks more quickly and efficiently than they could before, they may wonder what's the point of  implementing CRM in the first place. 

Explain the benefits.
Your team might need some convincing. Luckily, the benefits of CRM are numerous. Play up these benefits by discussing why you made the decision to install CRM software. Talk about the downfalls of using older, written methods; emphasize the amount of time that will be saved by using this system over others. If your team understands that they will be conserving time, money, and energy by using the software, it will suddenly seem less like a hassle and more like a terrific investment. 

Provide training and workshops.
Once they understand the advantages of CRM, they'll want to understand how it works – and for some, that can be frustrating. Not everyone is a tech wizard. Hold their hand (figuratively speaking) during the process by offering individual training for those having trouble, as well as group workshops to ensure that your staff is getting the most out of the CRM software experience. The availability of these learning resources will make the transition to CRM feel a lot less daunting. 

Make it fun.
One of the best ways to promote new technology is by turning it into a game. No, we're not suggesting that you bring your video game collection into the office. Encourage a stress-free switch to CRM software by generating healthy competition and offering incentives for getting the most out of the new technology. Reward people who make a solid effort to organize data using CRM rather than traditional paperwork. Go all out and create "achievement badges" if you want to. The possibilities are endless. 

Practice what you preach. 
Highlighting the pluses of CRM won't do much good if you're still using old forms and requesting written timecards. Be sure that you're using the new software and setting an example for your staff. Show them that CRM really IS the easiest, fastest, and most efficient way to get the job done.

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