If you are in charge of a CRM software implementation or adoption project at your firm there are many techniques to consider to help ensure your success. Although every business is unique, the following CRM implementation suggestions could be considered universal working across companies and industries.
Whether you’re using ACT!, Salesforce or Siebel, whether this is a brand new or upgraded CRM system, here are 10 ideas to consider for successful CRM implementation in your sales organization:
- Demonstrate Top Down Leadership Support for CRM
- Get Sales Actively Involved In Your CRM Implementation Plan
- Demonstrate the WIFM (What’s In It For Me) for the Sales Staff
- Maximize System Performance & Fix Any System Deficiencies
- Integrate the CRM Application With Other Systems
- Make Sure Reps Know How To Use The CRM System
- Post Launch, Stop Providing Sales Staff With Info They Can Find in the CRM System
- Provide Good Customer Data In Your CRM
- Tie CRM usage to Rep Compensation
- Ensure Sales leadership is Steering The Ship
Bonus Tip: Phase In Your CRM Implementation Or Adoption Plan
Want more of the details? Please click here to access the free, full length article.
Other resources to consider:
Anatomy of a Successful CRM Implementation, By Bill Donlan
Selecting the Best CRM System For Your Company, By Eric Hunt
Case Study: Successful CRM Implementation, By Tom Mochal
Steps To Seamless CRM Integration, By Cindy Waxer
Additional reading on this blog: For additional ideas on how to achieve successful CRM adoption, you may want to read our post on how to address the challenge of Getting Accurate and Timely Data into your CRM System.
What other ideas do you have to improve CRM adoption? Please add them to the comments section.
Great list. Thanks for the tips.
tboehm30[Click to quote this in your comment]
Thanks for the feedback and please visit again!!
- Marci
thesalesoperationsblog[Click to quote this in your comment]
This is a great list. I’d just add: 6a. (or perhaps it should be 3a.) Make sure reps *want* to use the CRM.
I work for Austhink Software – we’re having fun incorporating game design ideas into software tools for salespeople, aiming to make updating CRM less of a chore.
Anna Cumming[Click to quote this in your comment]