This guest post is by Stefanie Amini, the Marketing Director and Specialist in Customer Success at WalkMe, the world’s first interactive online guidance system. She is chief writer and editor of I Want It Now, a blog for Customer Service Experts.

 

When people think about customer relationship management (CRM) software, the phrases “easy to use” and “for everyone” typically don’t come to mind. However, there are dedicated services like Salesforce.com and Hubspot that can help ease your organization into using CRM. Here’s some key elements for correctly implementing CRM software within your organisation.

 

Why is staff adoption so important for CRM applications?

When implemented in the right ways, adoption of CRM can really benefit your organization. Additionally, CRM is something that can be done rather quickly, making it all the more appealing to those that really want to see their company grow and evolve.

 

5 key elements to implement CRM in the best possible way

1. Pick Executive Sponsors: Choose a specific executive sponsor that will handle the “high priority” issues. These might include things like moving the CRM agenda forward or implementing key techniques that will ensure the system runs smoothly.

2. Tell your Staff!: The CRM software is not going to be adopted rapidly without you getting the word out. Make sure you are telling your colleagues about the benefits of the application and helping them understand how simple it is to use. Get them excited to use it and they will.

3. Sync Your CRM with your Business Processes: There is no point in picking a CRM system that doesn’t vibe with your business. Look at the focus of each CRM application and pick one that has the same goals that you do. The last think you want, is to have a battle with your CRM system because it’s not working how you want it.

4. Train and Inform Your Employees: This one seems like it would be a no-brainer, but you need to take the time to get your team familiar with the CRM application. If they don’t understand what is going on, it will only slow down the entire process. Boost their confidence by taking the time to teach them so that you have a strong foundation for your company.

5. Keep your Staff Involved: Lastly, don’t forget about your staff and the application itself. If you don’t give them something new and fresh to try out, they will become bored, which is the worst thing that can happen. Bored staff are ones that will leave, as will the ones that can’t get support. Provide your staff with the best content to keep them engaged.

 

What’s Next?

Now that those issues are out of the way, let’s talk about how your staff will use the application after they have received the proper training. Have you thought about what you need to implement to ensure a seamless transition?

Let’s say that you do all the right things, but don’t know where to go from here. What steps need to be taken to bring in new customers without going over budget? What’s the best way to use your time and keep things efficient for the company?

There is one very simple answer to all of these questions, and it comes in the form or WalkMe. WalkMe is a very powerful, and handy, tool that gives you the ability to create interactive guides for your users. As the name suggests, it “walks” them through the application, much like how a GPS guides drivers to their destination. WalkMe is your digital GPS.

There are plenty of great features that make WalkMe the best, such as the fact that it can be tailored to any skill level and it can be used with any browser. It’s fun to use and reduces costs while boosting end-user adoption. If you want to see results with your CRM application, WalkMe is the best investment you can make!

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Stefanie Amini

Stefanie Amini

Specialist in Customer Experience at WalkMe
Stefanie Amini is the Marketing Director and Specialist in Customer Success at WalkMe, the world's first interactive online guidance system. She is chief writer and editor of I Want It Now, a blog for Customer Service Experts.
Stefanie Amini

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