Guide to successfully managing CRM user adoption

Implementing new software is a good way to help your business develop and become more efficient. However, if the integration is not done well, employees will have a hard time working with the new application. It is in the nature of people to avoid change, and that is especially correct when we talk about business. Employees have their working habits, and they often don’t like new processes. However, CRM is here to help, not only your business but to make employees’ lives easier. With that in mind, we want to talk about the most efficient way to successfully manage CRM user adoption. Here is how to approach the process and make your employees simply love this new software!

Explain the need for the new software

The main goal is to involve the users from the start. Let them know that the company is getting new customer management software for movers. You want to prepare for this, and give a presentation that will clearly explain why the company needs this software, and how it can help employees do their jobs better. CRM software is the best tool for automating various business processes, but you need to sell it to the users. If you think you cannot do this yourself, make sure to have a professional CRM user for additional questions, or assign a CRM ambassador.

What is a CRM ambassador?

You need someone who will spread the word about the new software, and make sure everyone understands the benefits. That’s your CRM ambassador. While you can ask your CRM vendor to provide a person, it is better to appoint someone from your company who your other employees will trust. Train that person, and let them communicate with other employees and answer their questions. Remember, a CRM ambassador must be someone who has a great passion for this change because they will have to pass that passion to other employees.

Organize training for employees

One of the main reasons why employees don’t like new software additions is when they don’t receive enough training. If they start using the app without understanding what it can do and how it works, they will face many unknowns. That’s how they will develop negative feelings.

CRM vendors often provide free training. A trained professional will give a lecture on the app, and bring MoversTech CRM for movers closer to the end-user. Furthermore, make sure to provide any free learning materials to the employees. If you guide them through the learning process and help them understand all the basic and advanced features, they will be happy to use the app.

Make sure that the software does not make work more difficult

A common mistake when getting a new CRM software is when you pick more features than you actually need. Moving leads software has a lot to offer, but there are also some advanced features that your business might not need in the beginning. If you expose your employees to more than they can take, the software will actually confuse them and make their jobs more difficult.

Furthermore, you will spend more money. The best practice is to think about the features you need. You can always upgrade to a more advanced plan once the users are comfortable with the basics.

Data migration process

One of the potential pain points that could make things more difficult is the migration of data. Changing platforms requires a lot of work and testing, so it is best to hire professionals to do this part. It is crucial that your employees can work without being disturbed by this process.

Do not launch until the software is fully functional

Another headache is if you go live with the app while it is not fully functional and integrated with your system. Businesses often don’t want to waste time, and they start using the software while it is still in transition. At this point, a lot of features might not work properly, and this could cause errors in the system and make work harder.

You want to focus on implementing the app first and doing testing. Once everything works as intended, that’s when you want to fully switch to your new platform.

Provide software support

All software will need maintenance at one point. Furthermore, when things break, you want to know who can fix them. Speak with the vendor about customer support, and let employees know who to call if they have a problem. If you have an IT department, they will be the ones communicating with customer support. But, if your company is small, the end-user will have to report any issues with the system. Make sure to clearly define and simplify that process.

Appoint CRM experts

It is a very common situation that some employees understand the software better than the rest. These people should be there to support their colleagues, and help them if they don’t know how to use specific features. You need to recognize who these CRM experts are, and ask them to be there for their colleagues and make CRM user adoption easier for others. All users will feel more comfortable and confident if they know there is someone who can answer their questions.

Reward the employees

Once the integration is done and your employees start using the app, track how they are doing. Find ways to reward your employees for helping with the integration process, and learning how to use the software. While it is beneficial to reward the best individuals, it is also a good idea to provide team rewards, so everyone feels satisfied.

Simplify the integration and improve CRM user adoption with a solid implementation plan

Let’s do a quick summary of how to successfully implement CRM into your business:

• involve users from the start;
• explain the benefits of the software;
• appoint a CRM ambassador;
• provide guided training;
• get only the features that will simplify business processes;
• migrate data and go live when the system is fully operational;
• provide contacts for customer support;
• appoint CRM experts to help the rest;
• reward employees for a successful migration;

That’s how to effectively improve CRM user adoption and make everyone happy and excited about the new system.