Change Management
No matter how much money you spend on CRM software, it can be useless if people aren’t using it.

Implementation of new software is always a big change for any organization.

Vendors and integrations can easily help with the installation, configuration and training. The magic is getting your staff to view the new system as a valuable tool rather than a burden. The secret sauce to get your team to actually WANT to use the system (and use it consistently) is often an effective change management plan.

Discovery. Planning. Execution

  • Determine organizational readiness. Assess & profile the current culture.
  • Identify the necessary changes related to people, process, and technology.
  • Build actionable change plans to guide the implementation process.
  • Cultivate change agents to drive adoption of systems and processes.
  • Listen and respond to all feedback (both positive and negative).

Unlock resistance to change.

We’ve seen many companies underestimate the importance of this part of the project, only to have their employees make serious mistakes or avoid using the system whenever possible. No matter how much money you spend on CRM software, it can be useless if people aren’t using it properly. At CRM Switch, we have a proven approach for engaging users and improving adoption.

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