A CRM system (Customer Relationship Management) helps companies increase their effectivity and productivity, by collecting all their customer data in one place and simplifying processes in sales, marketing and customer service.
But when implementing a CRM system, it’s important to have guidance to make sure the project succeeds the right way. Changing the ways of working can be a challenge for most organizations and their employees, especially if it’s not handled the right way.
With a new CRM system in place, changes will happen to the way you work. And with a new way of working, you’ll need change management for your employees to better succeed with the behavioral changes needed. That’s why it’s important to have a well planned and well executed change management in place for the project.
Are you thinking of implementing a new CRM system? Or are you facing other changes in your workplace?
Let us show you what we can do
What is change management?
Change management is the systematic approach to dealing with the transition or transformation of an organization’s or individuals’ goals or processes. Your goal is to take it from a current state of working and thinking into a more desirable, future state of working. The goal of change management is to have all the participants realize why the change is needed and making them want to be part of the required changes by adjusting their behavior.
One of the most crucial parts of change management is involving everyone affected by the change and making sure that everyone participating in the project understands why it’s required to change their way of working.
For change management to be successful, you need to identify obstacles and risks in the project and plan an approach on how to handle them. It’s important to create an understanding not only with the leadership at the company but also with the co-workers that will be working in the CRM system. What should be communicated internally and what is the expected outcome of the CRM project?
Did you know that a case study by Prosci shows that organizations that use effective change management has a six times higher chance to reach the goals of the project?
Another study by IBM shows that 40% of all CRM projects fail because of bad change management. Some of the challenges that might arise is reluctance to change from the employees or misunderstanding on how the new ways of working should be implemented. If not handled properly it can lead to lowered productivity and increased costs around the project.
The numbers speak a clear language. If you want to have a higher chance to succeed and reach the goals of the project, you’ll need to actively work with change management in your CRM project.
Of course, there’s more things that are important to think about when implementing a CRM system for the first time than just change management. It’s important to make sure the CRM system fulfills the needs of the business. Your CRM system, such as Lime CRM, should also be easy to use to make it easier for the employees that will work in it. It’s also important to include all employees in the project as early as possible, so they’re well prepared for the implementation when it happens.
We’re expert at implementing Lime CRM and making sure your CRM system becomes a powerful tool that helps you reach your goals.
How we work with change management
When we work with change management, we always start our project by interviewing both the leaders and the co-workers at the business. This helps create better insight into the business and we’ll be able to faster identify which ways of working the company needs to change.
With experience from hundreds of CRM implementations, we’ve created a method for change management adjusted for CRM systems. We work in a workshop format where we coach the responsible leaders to take ownership for the change about to take place. We supply leaders with the right tools, models and plenty of tips to be able to lead their co-workers through the upcoming project and keep their motivation up while doing it.
We make it fun
We help you not only making sure the project reaches your goal, but we’ll show you that it can be fun along the way. Does it sound impossible to make a CRM implementation fun? Let us prove it to you!
Are you curious about what we can do for you?
