Early on in your CRM project’s lifetime, you can already start measuring results and begin communicating some value points to your team to help build support for the direction they’re moving in.
This is the time to focus on ongoing education for your CRM users!
There are many creative ways to go about this. For example, you could host Lunch ‘n Learns, share weekly tips and tricks in an email to your team, and find the people who are CRM cheerleaders and let them mentor slow learners or people who are resistant to this change.
It's important to have a training program for new employees - they need to get up to speed as quickly as your original end-users did during your original go-live.
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Your periodic post CRM go-live checklist should include the following:
Consider if you are getting what you expected out of your project, if it requires tweaks to your processes to improve the user experience, what lessons you’ve learned and what or if you should do anything differently.
Learn more about the phases of a successful CRM project when you read Ledgeview’s new eBook, “CRM from A to Z.”
Download your copy here.
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