For CRM software to be effective, we often stress that businesses have to train their employees. At first, they may not be so eager to learn new software and change their daily routine. Managers have to get the point across that CRM software will make their job easier by automatically taking care of simple tasks.
If you've never purchased new software before, you'll be in for a surprise when you introduce CRM (ACT!, HubSpot, Saleslogix, Zoho) to your employees. There's a disconnect between the excitement managers feel and the reluctance of sales representatives to learn how to use new software.
This isn't a technological disconnect, it's a mental one. All of your employees can learn to incorporate CRM into their daily tasks. The question is if they'll be willing to do so.
A recent Business 2 Community article explains that in order for employees to use CRM software, they have to see it as a useful tool. According to the article, businesses have to invest in CRM data quality to support their employees.
"CRM software must be seen as a useful tool rather than a hindrance, but it can only be successfully implemented if data quality is prioritized too. The business simply must invest in data quality software that supports employees in their work, without creating new challenges or time drains. The use of data quality tools must be a proactive and ongoing process if it is to stem the tide of manual errors and natural decay."
We've seen both the successful and unsuccessful implementations of CRM software. More often than not, it depends on how the company introduces the software and trains their employees. CRM software will work if the entire company is on board. But if you're struggling to get employees to use it, you'll have to rethink your strategy.
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