Once you have picked a new CRM (Customer Relationship Management) solution, life is supposed to get easier. Whether you are coming from something as simple as Excel or even a different CRM; they change should be significant otherwise what was the point in changing? While a list like this could go on for days, let’s look at some of the most important things to do and not do with a new CRM.
This should always be done regardless of company size, type of business, and income. In fact, this is something either you or the CRM vendor can do for a cheap price . The more you can tailor it to your process and fit your data in, the more effective it will be and easier to get everyone on the same page within the company.
In addition to being more expensive and time-consuming, a number of problems can arise from changing whole layouts and dashboards can be overly detrimental to the streamlining of company processes. The CRM you select should have layouts and dashboards set up in a way that does not need to be drastically changed.
Although it may cost extra, getting one on one or direct training from the CRM provider is always ideal. At least allow the admin or power users to get some time to work through the finer points and become experts themselves. From there, you can use them to train others in a way that is more cost and time effective for everyone. A lot of CRM providers also have free resources for training online that will cover basics, so using those can be quite nice as well.
It is great anytime a CRM can do something of benefit that you never thought of or saw coming. Though this is more appealing than the basics, do not let any of the basics suffer in training or actual usage just to better utilize the bells and whistles. Think of the basics, although it may be boring and tedious, as the foundation, and the bells and whistles as a structure on it.