In today’s fast-paced business world, having a CRM system is more important than ever. But the real benefits come from making it a long-term part of your business. To make CRM a powerful asset for your team and transform your business there are steps that are needed to make it stick.

Appoint a Project Champion

Start by assigning a dedicated person as the Project Champion. This person should understand sales, customer service, or customer experience well. They will oversee the CRM’s setup and use, ensuring it fits into the sales team’s daily work. This makes it easier for the team to adopt and use the system effectively.

Focus on Adoption, Not Installation

The goal is to get people to use the CRM, not just install it. Overcome resistance to change by making the system intuitive and useful for salespeople. It should fit naturally into their workflow and eliminate unnecessary tasks. By making the CRM easy and beneficial to use, you increase the chances that everyone will adopt it.

Create a Wish List

Get feedback from users and make a list of improvements. Understand that no CRM system is perfect, and continuous improvement is essential. Involve users in identifying gaps and struggles so you can make changes over time. This approach not only improves the CRM but also makes users feel engaged and responsible.

Leverage Expert Guidance with OnTrack

Consider using expert guidance for CRM changes and improvements. Programs like OnTrack provide access to experts in a Microsoft team collaboration group. This service offers ongoing support, advice, and implementation help, like having a personal coach for your CRM. Expert guidance can help you navigate the complexities and get the most out of your CRM.

Keep Your CRM Installation Successful

Transforming your business with CRM is an ongoing journey, not a one-time task. Use these strategies to make CRM a key part of your operations, ensuring long-term success, better efficiency, and higher profits. Focus on user adoption, involve users in improvements, and seek expert help for continuous enhancements. Making CRM stick is about creating a culture that embraces change and empowers your team for lasting success.

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Peter Wolf is the president and founder of Azamba. He has spent the last 20 years focused on helping small and medium-sized businesses become more profitable through effective and efficient usage of CRM.

His passion is blending the promise of CRM with the realities of business needs to create successful outcomes.