A new CRM system or the first-time introduction of such software does not always bring only advantages. Employees are often reluctant to change and want to stick to old structures. Only when you as a company have managed to get your employees excited about working with a CRM system can processes and tasks actually be handled more efficiently and much more productively.
But how do you get your employees excited about your CRM project? We have summarized the most important tips for you!
1. involve employees and identify super users
To create enthusiasm, enthusiasm must be spread! Therefore, at the start of the project, identify so-called super users and promoters who will ultimately serve as multipliers. These people use the CRM system the most, are usually competent contacts for IT or sales topics and therefore pass on the benefits of CRM software to other employees.
Employees should also be involved in the CRM solution selection process. After all, they know best which functions are required and which processes need to be simplified.
2. enable user-specific customizations
To ensure that your employees can use the CRM system optimally for their day-to-day business, important functions and data should be visible at a glance and immediately available. CRM software such as 1Tool allows you to customize the user interface. Whether sales, marketing or accounting – features required on a daily basis can be created directly on the dashboard. This not only saves you numerous clicks to access submenu items, but also makes the software the ideal supporter of your work processes.
3. keep it simple
Simplify the system as much as possible by only purchasing those functions or modules that you really need. With many CRM systems, all features have to be adopted – so look for software that allows you to select, add or remove modules. 1Tool offers such a monthly rental system. It is best to introduce monthly staff meetings in which you clarify which functions are beneficial and which are not required. This not only keeps your system simple, but also saves you a lot of costs and effort!
4. develop clear structures
A CRM system should provide assistance by making data available at the touch of a button. It is therefore best for all departments to use the new software, as this gives you a complete overview of all relevant information and the 360° view allows you to provide customers with much better support. However, clear structures are required to ensure that the masses of information do not become a data jungle! You should therefore define precise guidelines for using and entering data in the CRM solution. We recommend the creation of a guideline, which must of course always be kept up to date. As soon as updates are available, new features must also be passed on and explained internally immediately. A FAQ section can also prove useful – employee questions are answered and recurring problems can be solved more quickly by reading the answers.
You should also make use of employee training courses. Designate people in the company who are responsible for the training process. Employees should first be familiarized with the basic functions. As soon as these are mastered, details can be better clarified.
5. relieve employees instead of creating work
To create enthusiasm among your employees, it is of course important that you clearly communicate the benefits of the CRM software to them. It should be shown how the system can be used in everyday life to simplify their work. Data entry should therefore not be seen by employees as an additional effort. Instead, explain the benefits: sales employees achieve more sales through better customer service, marketing employees create a target group-oriented approach thanks to information about the customer, etc.
6. consider system integration
If other systems, such as ERP, are already being used in the company, it is essential to ensure that interfaces can be created between CRM and ERP software. With 1Tool, you can access all important data from other programs.
7. promote mobile use
An important point for the acceptance of your employees is, of course, mobile use. Field staff do not always want to be tied to the computer, but want to be able to call up and enter information quickly and easily while on the move. In addition to immediate data entry, important information can also be passed on to other employees in real time!
