“We’d love to use a CRM, but I’m afraid my staff won’t use it.”
“We just bought a new CRM system but I can’t get the team to enter their data.”
“Our CRM system is great...for the people who know how to use it. The rest of us are confused.”
Sounds familiar? Nothing is more frustrating than buying a new CRM system and not having people use it, or having people complain that they can’t use it. You have no problem working with the CRM system. So what gives?
People often buy into many myths about CRM systems without even realizing it. If they came from other companies that had CRM systems, their view of CRM may be tainted by their former company’s approach to CRM. They may be afraid of a new system, or unsure how to get started. And time management is often a struggle, even for the best employees.
Fortunately, we’ve busted a few of these myths in our time, and can help you bust the myths about CRM in your own company, too.
CRM Myths, Facts, Tips and Hints
CRM Myth #1: You should only involve the sales and marketing team in the CRM decision making process. After all, they’re the ones who will use it.
FACT: A CRM system can and should be used by everyone in your company who communicates with customers. Including at least one person from each team in your company will help all potential stakeholders not only have a say in which CRM system is chosen, but how it will be used by all.
CRM MYTH #2: CRM systems are so intuitive the team won’t need training. They can get the hang of it from written materials and manuals.
FACT: Adults learn best through hands-on training, so be sure to schedule time for training, as well as adequate time for refresher courses. Make sure that people who are trained use the system frequently so that they can practice the skills they learned in training. It also helps to identify a “super user” who will learn all of the system’s bells and whistles, and can be the internal “answer person” when questions arise.
CRM MYTH #3: Sales people are too busy to enter data into a CRM system.
FACT: Often it’s not that the sales people are too busy to enter data, but that the forms used to enter data are too complicated. Busy people need to keep things simple. If you simplify your forms, or find other ways to streamline the data entry, salespeople will use the system.
CRM MYTH #4: People don’t use the system because they don’t like it.
FACT: There are many possible reasons why people aren’t using a CRM system. Liking or disliking a system isn’t a good reason for using or not using it. Your team has to use the necessary tools to help them do their jobs better and grow the business. If they aren’t using those tools, find out why. Possible reasons why they aren’t using the system may include: lack of adequate training, not understanding the importance of CRM, complicated forms, or not enough importance assigned to the task.
CRM MYTH #5: Company leaders should be exempt from using the CRM system
FACT: Company leaders are actually the most important people in your organization who should use the CRM system. If your staff sees leaders shrugging off their CRM duties, it gives the impression that it’s not important to the company. Make sure that your leadership team is fully on board with the new CRM system and ready to show the staff the benefits.
Ready to launch your CRM system? Bust some myths with us!
BAASS Business Solutions, Inc. can help you choose a CRM system that’s a great fit for your business needs. We can also help train your team on the system so that they use it to its fullest capacity. After investing in a great CRM system, you want to reap the benefits from it, and we’ll show you how. Let’s get started. Contact us today and let’s talk about how we can help your business. Call 1-888-650-5544 for more information.
