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Getting Your Team To Use CRM

CRM Lead Capture Process

Employees can be resistant to change, especially if it means having too learn a new way of doing their jobs. The stress and time involved in getting an employee and the business ready for a Customer Management System can make some companies throw up their hands in surrender. But if your company plans to make CRM a success then your employees have to be on board with the process and willing to adapt. Try these tips to get your employees passionate about CRM technologies.

Understand why your employees are so valuable: Customer retention and acquisition of new customers is always the focus of any business. To do this however, companies have to have passionate employees who are willing to work hard to provide the customers needs.

The right attitude: Employees should care about doing a good job and impressing the client. If your employees are unfocused, lazy or routinely miss quotas and do not seem to care, then a CRM plan will not help.

Teach company image: A customer’s first impress of a company is how employees present themselves. One bad impression of an employee can end up losing a valuable client. Train employees on the goals of your company and what type of image they should be cultivating in order to always present your business in the best possible light.

Be flexible: Implementing a new CRM system takes a little adaptability for the employee and the employer. For employees to be passionate about selling their product to the client they have to be passionate about the environment they work in. Reward employees and put in place incentive programs that reward them for exceeding sales goals.

Plan ahead: When companies start using CRM it is important to use platforms or services that are well suited for their industry. If your employees do not have the skills needed to utilize accounting based CRM products they will have trouble understanding the new job skills expected of them. Take the time to customize solutions that will save your employees time not make their jobs harder.

Communicate with employees: Employees may resist CRM ideas because they fear it will make their jobs more complicated or will be used by companies as a means of tracking their every move. Have open discussions with your employees and reassure them about how your company is looking to increase profits and create a better work environment for everyone.

Make it user-friendly: Each department had different requirements and will need a CRM package that is designed specifically for that purpose. Having a clear idea of how CRM can benefit your company can help you make sound decisions. For instance, a company that is mainly focused on responding to request from existing customers online and wants to increase their ability to market directly to their base would benefit from email marketing CRM databases. The platform provides all customer information in one place and is useful for mass mailings. Appointing a single staff member to implement CRM for your small business can reduce confusion and allows everyone within the business to know who to talk too if CRM assistance is needed.

If you’d like to discover some excellent, staff-centred ways for getting your team to adopt and use your CRM system more consistently and effectively then click the button below and let’s find a mutually convenient time to have a “No Strings” chat.

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Tim Dodd

Tim is a UK qualified Chartered Accountant who has, for the last 20+ years off and on, been working as a specialist client relationship management software consultant to firms of accountants. This means that he fully understands how to and more importantly, what it takes to specify, install, implement and roll-out key, business critical systems for very demanding clients. [Read More …]

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RH20 1RH

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