CRM Fundamentals

Preparing for CRM

Preparing Your Organization for Change

Preparing your organization for change prior to undertaking a new CRM initiative is an important contributor to CRM success. Change, even for the better, is often met with resistance, as people have a level of comfort with their current processes. Thoughtful preparation can break down this resistance and help employees see the positive in the change and roll with the inevitable hiccups associated with new processes and applications. So how does one properly setup their organization for change? The main components that in our experience have proven successful include:

Data-Driven Culture

Pursuing a data-driven culture means documenting processes, gathering data on their effectiveness, making ...