- Employees refuse to switch to CRM. Why? How to Implement CRM Without Chaos.
- There is a CRM system, but it is not used
- Step-by-step plan for CRM implementation
- Golden Rules for CRM Implementation
- Bonus: How to Engage Employees in Working with CRM
- Final Checklist: How to Implement CRM
“CRM will increase conversion and business email list automate the work of the sales department. It is convenient not only for interaction with clients, but also for assessing the effectiveness of managers.”
Such words have prompted many companies to purchase a CRM system. But after its implementation, they faced problems. For example, managers refused to work with the CRM or it turned out to be completely unsuitable for business.
Yulia Pyankova, head of the CRM and Integrations unit at Completo, told us how to set up the system step by step, facilitate the employee adaptation process, and conduct CRM analytics.
Employees refuse to switch to CRM. Why?
As practice shows, 70% of companies face the reluctance of managers to work in CRM. Why does this happen:
- People are afraid of change. Everything have you added external links to credible sources? new and unknown causes fear. It is easier and more familiar to work “the old way”, even if it is no longer as effective.
- It is inconvenient to work with the system. Without training and personalization of CRM, employees do not understand where to go and what to click.
- Lack of motivation. Managers cannot imagine how switching to CRM will increase their efficiency and salary.
There is a CRM system, but it is not used
You can’t just buy a CRM system and start working with it right away. First, you need to determine which one is right for your business, and then set it up.
Here are some reasons why a CRM may be “empty”:
- no team involvement – the commercial director and department head do not show by their own example that they use the system;
- implementation without taking into account real processes – before the purchase, there is no briefing of the sales department, which will actively use it;
- lack of integration with tools – integration clean email with the company’s website, mail, 1C, telephony, messengers and other platforms for comfortable work is not configured.
A CRM system is an important tool for increasing sales, conversions and manager efficiency. It can be used to:
- store customer data in one place, including segmenting users;
- simplify the work of managers;
- automate routine processes.
And in order to work effectively with this tool, it needs to be implemented correctly.