You have a new CRM system, with a team that’s excited to move forward. If you’ve followed best practices and included a diverse group in the design and implementation of the system, how do you maintain that momentum in the months that follow?
After implementation, hold monthly or quarterly progress meetings to get feedback from your team. This is an important part of getting buy-in to CRM and maximizing use of an important sales tool.
The key to making these meetings worth it: Management must participate and respond quickly to any modifications the team asks to be made. If your team knows that its feedback will be heard and responded to, you’ll experience the buy-in you need to make the most of the system.
In fact, even if you’ve had your CRM in place for a year or more, holding regular meetings about the features and functionality of the system and the processes it manages can have a big impact.
Your team will appreciate your flexibility and recognition that nothing is set in stone after you hit the go button. Make your system and processes work for your team based on evolving real-life use.