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Effects of Open Door Policy and Training on Maximizing CRM Deployment

CRM Implementation Tip #9 | Have an Open Door Policy

You can apply this tip to more than just CRM deployment. Upon deploying a new system of any sort, you’ll be greeted with both positive and negative responses. How do you deal with the pushback you might receive for doing something new?

CRM Project visibilityHave a CRM Project Open Door Policy.

Keep your door open, as well as your training sessions and email threads. When making big changes to your business and employees’ work days with a new CRM, consider giving them all the information they need or want to make the transition smoother.

When you do encounter some blowback from your traditionalist employees, be sure to heed their criticisms. Then, explain calmly and succinctly what the new system does to either improve life or alleviate their concerns. Show them how everyone will benefit from the new changes. Keeping your ear open lets employees know you’re willing to consider their feelings. Having an open door policy will ultimately make them happier in the long run, even if they aren’t satisfied at first with the new system. Trite but true, a rising tide lifts all ships, and the same is true with upgrades in technology like Zoho CRM.

Include extra training opportunities

If employees’ problems lie in the fact that they don’t feel they’ve been trained enough on the new system, host another training session, or several of them.  As well, keep everyone in the loop by maintaining a single group email thread, or message channel for company-wide CRM developments and questions. We also recommend these smaller group or department-specific channels for more specific developments and questions.

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