We often stress that how you implement CRM Software is just as important as the quality of software itself. You can purchase the best CRM software available, but if you don't integrate it with other applications and train your employees how to use it, it won't have a big impact on productivity.
We're drawing attention to this matter since we've seen it happen with so many companies. When there's no dramatic increase in productivity, business owners tend to blame the software. But oftentimes the problem stems from the implementation rather than from the software itself.
A recent LinkedIn article explains that implementing CRM software isn't easy. According to the article, if companies don't implement CRM software correctly, it will comprise its functionality.
"CRM implementation and adoption is not trivial and requires extensive engagement with all stakeholders to deliver the optimal result for the business and all stakeholders. I have experienced personally and continue to witness, CRM projects put at risk because initial functionality works then suddenly stops working – for a plethora of reasons."
There are two things you have to concentrate on when adopting CRM software. First, you have to integrate it with other applications. CRM software (ACT!, HubSpot, Salesforce, or Zoho), for example, is much more effective when it's used alongside social media and email platforms.
The other side is training employees so they know how to take advantage of the software. If sales representatives have access to CRM software but don't use it to research clients, they won't improve their sales process at all. Employees have to learn to incorporate the software into their everyday tasks.
In order for CRM software to be effective, you have to implement it correctly. If you've already purchased CRM software and are underwhelmed by its impact, then you should try training your employees or integrating the software with your other applications.
To talk more about CRM software, or anything else, please contact us. Thanks.