CRM For Dummies. Helgeson Lars

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may have to send a survey to everyone to gather feedback.

      As you gather feedback, take note of what people like and do not like about the systems currently in use. This helps get buy-in from people who struggle with inefficient software or procedures. Any time you can streamline people’s jobs and make them more effective, the happier they will be. Through your investigation, you can find allies who would benefit from the change you’re proposing with your transition to a Complete CRM.

      

When you sit down with members of your team to discuss your CRM, you also have an opportunity to share your vision. Listen to the challenges people face, and let them know you’re doing your best to address those challenges and help them. When you share your vision and the benefits of your CRM, they’re more likely to get behind you and what you’re trying to accomplish.

      At its core, this internal research is about developing a comprehensive list of requirements and “nice to haves” for your new CRM. Compile information from people who will use your CRM to build this requirements list. Here are common questions to ask in a survey, but you can ask for a deeper explanation if you have the resources.

      ❯❯ What is your job?

      ❯❯ What software do you use now? What do you like about it?

      ❯❯ What roadblocks or inefficiencies do you deal with?

      ❯❯ What do you need your software to do for you now that it currently doesn’t do?

      ❯❯ What parts of your job directly impact revenue generation and/or customer satisfaction?

      ❯❯ In a perfect world, what would you like out of new software?

      

Compile your internal research information in a spreadsheet so you can see how many people work on each of the main functions in sales, marketing, and operations. This process helps you weigh the level of effort for transitioning these teams to your new CRM. Break out your spreadsheet into functional groups (for example, sales, marketing, events, account management, HR) for easier organization.

      The more you know about what you have in place, the better you can ensure anything you move to (even if it’s an enhancement of your existing CRM platform) won’t sacrifice current capability. Communicate these requirements to your potential CRM vendors as early as you can, so you can focus on those who are best qualified to help you. Be sure to include access rights, so you can control who can see and influence what in your CRM universe.

       Identifying formal and informal leaders

      Every organization has formal and informal leaders. Formal leaders have a title, while informal leaders are those who are the most influential among their peers. Both are important when getting buy-in for your new CRM plans, but pay special attention to the informal leaders. Their influence will carry over into many aspects of your business.

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