Our Sales Director Wants an Assistant to Get Started with CRM
The promotion phase, which begins after CRM projects go live, is often one of the most challenging processes. During this period, when user resistance and complaints rise, managers' "I'm not going to be able to handle it" attitude or their desire to hand CRM over to an assistant can pave the way for project failure.
In this video, we delve into why director-level managers should be role models during the promotion phase of CRM projects and why operational involvement is vital to project success.
Key points covered in the video and practical steps you can take:
- Causes and challenges of user resistance during the CRM promotion phase.
- Consequences of managers avoiding CRM due to workload or technical inclinations.
- The role of top executives, such as the CEO, CIO, or CTO, to set an example and encourage the process.
- Integrating CRM into daily workflows: Tracking reporting on CRM dashboards.
- Encouraging participation in training and involving leaders in these trainings.
- Providing regular feedback on CRM usage and offering suggestions for improvement.
- Increasing motivation by providing incentives and rewards for CRM usage.
- Regularly sharing CRM achievements and increasing system ownership.
Successful CRM implementation in a business requires the contribution of the entire organization. However, the proactive participation and continuous supportive role of top management is crucial in this process.
Robosme CRM ensures easy system adoption by providing full support to your managers and teams during the launch phase of your CRM project.
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