SprinxCRM

In the previous post we discussed “change resistance”, a problem that a small business might encounter when attempting to implement CRM. In particular, we called out the possibility that low morale may be the main culprit behind lackluster adoption or results after implementing CRM.

Here, we're going to look at a few factors that can negatively impact morale and how actually implementing CRM can be a first step towards overcoming change resistance.

Reduce or eliminate unnecessary tasks. Nothing kills motivation faster than redundant, monotonous or dead-end tasks. A good CRM system with a host of automation and productivity tools can save time and get rid of routine tasks that sap your team's energy. For example, automated follow up tasks, email synchronizations, mobile access, lead routing and automated business alerts.

Nurture your team's goals or strong points. You've got a sales team, well, let them SELL. Reduce their administrative overhead. Use CRM to implement standard sales processes based on best practices. Establish templates, and shared documentation with easy and intuitive access (right from a sales contact's record).

Identify and decrease organizational entropy. Missed calls, forgotten tasks, idle time, abandoned leads. You name it. All are effects of disorganization. A CRM tool can bring order to your organization's daily activities and decrease lost hours and opportunities. Set “rules” for activity planning and record keeping. Share up-to-date information about meetings, tasks, events, with reminder alerts that keep you and your team(s) accountable.

Manage different learning curves. People learn new processes differently. When implementing a CRM system consider taking a staggered approach to gradually get everyone acquainted with the new workflow process. At the same time, give accelerated learners free rein to explore at their own pace. Opt for an intuitive and easy-to-use CRM tool that can cater to learners of all levels.

Has implementing a CRM system also simultaneously improved your business's morale? Or do you think tackling low morale should precede adopting a new CRM process?

Share your thoughts or experiences with us by posting a comment.