The SET Blog

6 Ways to Ensure a Smooth CRM Transition

Whether you’re transitioning into using a CRM for the first time or you’re switching to a new CRM, change can be difficult for your employees and processes.

Luckily, you have the control in ensuring your CRM transition is a smooth ride. By keeping everyone involved you can keep the migration to a new CRM painless.

Make sure it’s a group decision

Let the business know that you plan to transition to using a CRM. Ask your teams to suggest any customer relationship management software options that include the features and integrations that are most relevant to your companies needs.

The chances are someone will know a friend in business that’s in love with their CRM. Not only will your team be open to change but they could also find a CRM provider that better suits your needs rather than the options you were looking at.

Get everyone excited

It’s much easier to migrate to a new CRM when the company backs your decision, so why not motivate them to want a new CRM by showing and not demanding.

Hold a meeting with the relevant teams to discuss the benefits of using a new CRM and answer any questions your employees may have. Use specific examples of how the software will make their job easier and how it will improve results. They might even find out about additional benefits in transitioning to a new CRM that would help them that you may have overlooked.

Train the team

Schedule a block of time for your employees to learn how to use the software together making sure there is enough time to walk through the software and answer any questions.

Be sure that every employee is comfortable with one aspect of the software before moving to the next step of the training. You might need to put some time aside for one-on-one trainings with employees who are still struggling with the new CRM.

Ask for some feedback

Opinions of employee’s matter. Let them know by asking for their feedback on the new CRM. What’s working? What’s not working? How are they finding it? This is an opportunity to show your employees that their feedback is valued and heard.

By asking for constructive criticism you can gauge where everyone is with the software and what issues may still need to be addressed. This will help you notice any reoccurring issues which can be solved before they escalate into something serious.

Be flexible

Before making a decision to transition to a new CRM make a list of possible issues that could arise so you then have feasible ways to counteract those situations.

Give each phase of the transition extra time in case of emergency situations and make sure all users have access to the CRM’s customer support details should they need personal or team assistance. Being prepared early on will only lead to a smoother journey.

Test and adjust where needed

After your company is all set up and ready it’s time to determine if your transition was a success. Monitor the early use of your software by reviewing your CRM’s metrics and data reports. What’s changes do you need to make to your current sales process? What part of the CRM are the employees struggling to use.

Don’t hesitate in changing your sales process. SET is designed to be flexible around any changes made to your sales practices.

Still evaluating your CRM options? Arrange a live, assisted demonstration and decide if SET is right for your business.

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