While getting started with LACRM, you're probably thinking about customizations, setup time, and training yourself in your new program -- but have you planned how you'll onboard your team too? If we look at the data, about 22% of CRM implementation problems are people issues (not software issues!). Implementing a new program can mean confronting issues with slow user adoption, inadequate training, and difficulty adopting to a new way of working.
If you want to ensure success for your team, you should focus on motivating your team so that they are excited for the new software, and incentivizing your team to use the CRM so that your new database can actually help your company grow. In this post, we'll go over tips from real LACRM customers on how to get your team pumped for the CRM and make sure that everyone feels encouraged to use the software as much as possible from the first day of training.
Before your team even looks at the CRM, you need to make everyone excited for the new system and the ways it will make their work easier and better. If your employees are internally motivated to get started with the CRM, training will feel more like an important process rather than a chore.
Your team is using the CRM, and you’re pulling regular reports to check in on everyone — but you noticed that there are still a few stragglers who are logging in irregularly, forgetting to leave notes, and waiting weeks to enter new contacts or leads. There will always be a few folks who just don’t take to the CRM, so it's important to give them strong incentives to learn the new program and actually use it on a daily basis.
Want more tips on training your team in LACRM? Check out these posts from our blog!
This post was originally published on 08/30/2017, but was updated on 06/03/19.