Change management with CRM systems

We help you create the right behaviors

What do you need when engagement and motivation only lasts the couple of weeks after implementing a new system? What does it take for new ways of working to become a fun habit and not something that’s looked upon as boring and hard?

Our consultants tailor a plan for you and your colleagues depending on what you need help with. We have a long track record when it comes to change management within CRM, sales, services and leadership. Let us help you along the way!

Right from the start

Did you know that 85% of the challenges that CEOs experience in a CRM implementation are about behaviors and processes? Only 15% of the challenges are related to technology, according to a report from Forrester.

Change management is largely about working with managers and leaders before, during and after the change is actualized to create the best conditions for the change to be received and implemented in the best way.

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Workshops in change management

We'll ensure that you get concrete tools to be able to create change internally the right way. We start with a analysis of the current situation to understand the attitudes linked to the change with the CRM implementation. Then we produce an action plan that will be worked on during the project so that you can get the maximum effect of your efforts. Here's a few examples of what we can do for you:

Roles

How do different types of roles react to change? What is required of you to continue keeping up your motivation?

Challenges

What are the possible challenges? How should you handle them in the best way?

Goal

How do you set appropriate goals? How can you follow up on behavioral changes?

Communication

How do you communicate change? How do you create strong commitment from everyone involved?

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