A properly deployed new CRM can enhance processes and efficiencies throughout an entire company as well as help provide better services to customers. It is often both reluctance and resistance within small to midsize businesses (SMBs) that keep them from adopting new or alternative CRM, consequently hindering their growth in the process

Fremont, CA: While change is an opportunity for businesses to bring about improvements in current situations, coming out of comfort zone can be challenging, which stands true for using the same legacy customer relationship management (CRM) systems. It is often both reluctance and resistance within small to midsize businesses (SMBs) that keep them from adopting new or alternative CRM, consequently hindering their growth in the process. A properly deployed new CRM can enhance processes and efficiencies throughout an entire company as well as help provide better services to customers.

That's being said, let us look at some tips that can help small businesses be more accepting towards changing CRMs:

Encourage a Customer-Centric Mind-Set

While designing a new CRM, businesses should view it as a vision and strategy to provide better customer service. Thus, companies can encourage CRM users to be more customer-oriented. To have a successful CRM vision means that all system users need to operate from the same playbook with clearly defined expectations and goals.

Consider Employee Inputs

Before purchasing or implementing a system, it is always better to ask employees what insights can be helpful for them to better manage customers- more like gathering customers' feedback to propel a product roadmap. Businesses can consider inputs from employees when they select a new solution and get that customized according to business needs.

Provide the Right Training

All of the efforts invested in choosing and implementing the right CRM may go wasted if the users are not trained properly. It is very important to provide adequate training to teams so that they can get accustomed to the changes and serve customers with more efficiency.

Businesses can approach training in various ways with respect to user needs- role-based training, ongoing training and on-boarding for new users, and training designed specifically for the target group of users.

Evaluate Employees' CRM Use

Once new CRM is established, it is necessary to make it clear how employees will be evaluated on the basis of their use of the new system. This way, CRM users will be actively engaged in the new CRM vision and practice.

Managers can conduct meeting regarding new CRM features, ask employee's take on the new system, and discuss best practices- all of which can help them evaluate who are setting positive examples on adoption.

See also: Top CRM Solution Companies