Change management during CRM implementation

Change management is important when implementing a new CRM system, as it makes sure that employees accept and use the new system properly. Without the right support and guidance, a lack of engagement can lead to the CRM system not being used effectively or at all. Change management helps organisations to adapt their work processes, increases user acceptance and makes sure that they get the full benefits of their investment in the system.

One of the most common challenges when implementing a CRM system is user acceptance, which often comes from a lack of vision, an unclear strategy or unclear processes. When companies lack a clear vision of how a CRM system will support customer relationships and growth, projects tend to get stuck in old ways of working instead of renewing and improving customer behaviour.

To counter these barriers, we actively work with your leaders and management to break down your business goals into CRM objectives and proactive behaviours. By acting in this way, we build a system for the future, where the CRM system becomes a worktool to achieve your overall goals.

Change management success is measured by evaluating user acceptance, engagement, and how well the new processes are followed. Some important KPIs include the usage rate of the CRM system and how much productivity has improved. Other key metrics can include user feedback, how long it takes to achieve the desired result, and how well the project stays on time and on budget.

We help you set targets that allow you to easily see how well the change management process has gone.

Successful change management leads to a higher level of user acceptance and more effective use of the new CRM system. Improved productivity, better customer relations, and more efficient work processes are just some of the expected results. Successful change management will also lead to a higher return on investment in your CRM system and help your organisation achieve its strategic goals faster.

The time it takes for a CRM implementation varies depending on the complexity of the project, the size of the organisation and the scope of the changes. In general, the process can take anywhere from a few months to a year or more. This includes planning, communication, training and follow-up. An early start and continuous support is an important element to implement a smooth transition and long-term success. Change management should be seen as an ongoing process rather than as a one-off effort.

But don’t worry, we at Lime Intenz are with you all the way!