Need Zoho information or help due to COVID-19? Let us know.

Transition Your CRM in Phases

CRM Implementation Tip #4 | Transition Your CRM in Phases

Big business changes, especially changes in everyday systems like a new CRM implementation, can be turbulent times. This quick tip describes how to disturb your business the very least during CRM implementation time. This one is really simple.

Transition CRM in stagesTransition your CRM in phases, not all at once

It bears repeating – yes, again – that even a successful CRM implementation doesn’t happen all at once. With so many facets of your  system designed specifically for your business, you’ll need time to test everything out and make sure it’s working as it should.  


For that reason, it’s a great idea to start using parts of your new system a little at a time – gradually – until you’re completely migrated over to your new system. A phased approach can account for some improvements in user adoption, but it’s not always possible to do. Need more quick tips for CRM Implementation? 


Read All CRM Implementation Quick Tips



What if a phased approach won’t work for you?

If it doesn’t make sense to move your entire operations to a new CRM in chunks, you might decide to implement a new CRM behind the scenes while your employees continue working on the old one.  (Of course, this doesn’t mean you shouldn’t still keep them informed about what you’re doing.)  If you choose to go that route, you’ll have a little more time to make sure things are working as they should – all the more reason to move deliberately, and in smaller phases.

Is your organization using its CRM to the fullest? Take the CRM Adoption Survey and find out!


Take the CRM Adoption Survey


Written by

The author didnt add any Information to his profile yet

Leave a Comment

three × one =