Tips to Manage a Positive CRM Transition

By: Sid

Your CRM is important to improve client relationships and staff communication. This system, used daily, strengthens employee performance and productivity. However, people tend to resist change in the beginning, so it is crucial to take a careful and collaborative approach to implementation. How can management ensure that users will have a positive transition to the CRM system?

Include users in the implementation team

Implementation teamMake sure all roles in the organization are represented and consider their input so the system complements your existing business processes. These representatives can point out missing features and offer process improvements to make their job easier.


Communicate the benefits

SpeakerphoneEnsure your employees understand existing business issues that call for a new system. Then, explain how the CRM system will benefit the business – and specific departments. The transition will be easier with everyone on board.


Provide training sessions

providing training sessionsTake time to properly train users to use the system and its different components with regular training meetings. These meetings should allow for hands-on demonstrations and provide plenty of time for questions.



Accept feedback

accept feedbackThere may still be areas to enhance after the final product is rolled out. Have a way for users to ask questions and provide suggested improvements. The goal is to implement a system that employees will use to increase productivity.



Keep it simple

Business goalsChoose a system that aligns with your current business processes. It may be tempting to go with the most advanced system with all the bells and whistles, but selecting a program that is intuitive for your users will allow for a smoother adoption and increased usage in the future.



Implement in phases

implement in phasesPeople are more likely to embrace change when it is implemented in stages. If the program is rolled out in phases, the change will be less impactful and overwhelming – leading to fewer errors. Move onto the next stage when everyone is comfortable.



Be flexible

be flexibleRemain flexible in case of any issues or setbacks that arise throughout implementation. For example, employees may need more time to adjust than originally planned. They may also experience difficulties during training. Plan for complications so they do not throw you off track.



Evaluate and adjust

evaluationPrepare a way to measure and analyze the effectiveness during and after implementation. Employees should be regularly informed of progress and whether the CRM meets objectives. Analyze results of the new system and employee training to adjust for increased effectiveness.


Taking the steps to ensure a smooth transition will help avoid any complications that would set back business operations. Use these tips to guide the formation of an implementation plan that includes a timeline and budget. Stay strategically organized to keep customers and users happy by getting everyone up to speed more quickly and confidently.

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About Sid
Sid Bala is the President & CEO of alligatortek.

alligatortek is a Chicago custom software and application development firm that began partnering with clients 25 years ago to develop game-changing applications for its clients. alligatortek is recognized as a best-in-class partner, innovator and employer. The firm is a two-time winner of the Chicago Innovation Awards and a 2015 Microsoft Partner of the Year. alligatortek is a four-time winner of the 101 Best & Brightest Companies to Work For in the Nation.

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