Focus on 2-4 things that you are going to roll out that will get your team working in the platform and feel comfortable iterating
Don’t get distracted by “big shiny objects”
Roll out incrementally
Two – Not enough data, not the right data, or messy data causes problems when adopting your CRM software
Connect the right data for the right reasons
Define what data you need to achieve the outcomes you are driving
Make sure you actually have access to that data as you need it – fi you don’t fix it!
Update your workflows or procedures to support the automated collection of all (or most) of your data
Three – No plan for changing the team’s behavior
There are two things people hate: Change and the way things are, in that order.
Change-manage your team
Actively participate in your team’s adoption of the platform
Training isn’t enough!
Use data-integrity exercises and measurable processes to drive usage
Provide lots of support, set specific goals and hold the team to them
Four – Everything is too manual!
Automate things that should be automated
Drive the behavior you want with meaningful manual components
Everything else that can be automated, should be (the right Support Partner can help you with this)
Five – No one to act as a (high functioning) Administrator
Never underestimate the value of an Admin
This isn’t set-it-and-forget-it
Maintain software as it is a person
Have a strategic process designer and a tactical technology owner – if these can be the same person, even better
Invest in training and ensure time for maintenance and development
With the right Salesforce Support Partner, adopting your CRM software can be done easily with little to no disruption in your operational processes. Feel free to contact us with any questions or comments.
