Make Changes To Your CRM Process

There comes a point in every organization where CRM processes become antiquated. Endless clicking around to complete daily work can cause user frustration, negatively affect data quality, and impact downstream functions as a result.

As your company and employees grow over time, your CRM can bear the brunt of the growth. As a result your CRM gradually grows out of control in terms of the number of fields tracked and the amount of customization throughout.

Why does it have to be this way?

Turns out, making organizational change to your CRM processes throughout your team—particularly with large or enterprise companies—can be overwhelming.

Learn how you can make changes to your CRM processes and roll them out to your team with the following tips.

  • Build a game plan to change or improve your CRM processes
  • Take ownership of IT and technical expectations to better anticipate project challenges
  • Alleviate IT workload with individual user and team specific solutions

Plan For Change

If your daily work is taking too long, your CRM data isn’t reliable, or your user adoption is lacking, it may be time start changing your CRM process.

However, change can strike fear in an organization—and is often met with resistance. Furthermore, if a major CRM overhaul is needed, but not addressed strategically, it may leave you with disgruntled users, security risks, and unnecessary expenses.

As you start to navigate the challenge of overhauling your CRM processes, it’s best to start with a preparation phase. That is, define the scope of your project by asking the right questions, including key company stakeholders, and getting their opinions before you start.

For example, you should identify where you are now and the challenges that you are facing (and why your current CRM processes need fixing). Ask yourself and key decision makers what the company could look like if these challenges were solved.

Overall, you need to determine how your CRM should operate to fulfill the needs of the organization prior to building a specific game plan.

Depending on the size of your organization or scale of the project, you may need to get project buy in from executive leadership. Anyone that is against the change can serve to undermine your project, so it’s best to see where everyone stands before proceeding.

Once you’ve communicated your plan and received the appropriate support, you’ll be ready make changes to your CRM.

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