Thus, the migration does not have to be difficult technically if the files can be exported and linked with the new system in a good way. Rather, everything around the move is filling. The expert’s advice is to try to eat the elephant in small chunks:
Don’t try to do everything at once. Sometimes you have to do just that because there is a very clear point where everything has to be clear, but most often it is about dividing the project into different phases. Doing everything at once in a big project is very exhausting, especially for those users who have to receive a lot of new information, learn new routines and start working in another system. With the client management software you can now come up with the best deals.
Avoid the dentist syndrome, run the marathon
Once the new CRM system is in place, it is important to be persistent in order for the bet to pay off (and you will not return to your old system again).
We usually say that CRM is a marathon. You have to keep fighting and can’t relax along the way – then you lose. It is important to stay focused on the intention of the shift, to continue the application and to continuously train the employees. Not just the first six months, but also five years later, when there may be only a few employees who were involved in the implementation.
Dentist syndrome is a well-known phenomenon: You go to the dentist, get a small reminder and are very diligent with the dental floss, brushing and rinsing for the first few weeks. But slowly it becomes “ups, I forgot the floss yesterday” and after half a year you are back to your old habits. Until you go to the dentist again. This approach is not durable, neither for teeth nor CRM work. With the best crm platforms you can get the best now.
Focus on your business needs (and less on technology), test vendors, notice, communicate with employees, make step-by-step changes, and think like a marathon runner. Then everything will go smoothly and your colleagues will be happy with your new system.
If, on the one hand, you have a developer who tells you how many functions you can get for 500,000, – and on the other, you have a business consultant who tells you how important it is that you spend 500,000 on business development and implementation in the business, it’s hard not to fall into the trap and burn 90% of the budget on development. Simply because most companies believe it is a task they can easily do themselves. And most companies can do that too. They just stop the process the moment the internal costs show up. It is an item in the budget that has never been taken into account because it is internal. Even in academic levels, student admission management also you can make use of it.
Let’s take the sales department as an example, since this is primarily where you cut the CRM training. If we just start by handing out the sales department in total, the sales department usually consists of a sales director a la master Yoda with 8,000 years of sales experience who can teach all techniques, theories and systems, underwater, surrounded by white sharks, with hands tied on their backs.