if the manager goes overboard with penalties, employees develop a negative attitude towards CRM;
If there is no motivation, employees continue to work in the old way - in a diary, Excel, etc.
What to do?
"Sell" the employee the idea that he will earn more thanks to the CRM. The system is vietnam phone number data designed for convenience, with its help the employee will save time and remove most of the routine from his work. This will lead to greater efficiency and effectiveness, which will be reflected in the salary.
Build a training system.
Conduct weekly planning meetings. Employees will at least start preparing for planning meetings and will tidy up the CRM once a week. Gradually, working with the system will become habitual, and employees will appreciate its advantages.
Link KPI to indicators reflected in CRM. For example, track closed deals, paid invoices, and calculate bonuses based on this.
The manager himself must actively use analytics and point out discrepancies to employees.
Misconception #10: The customer believes that the system does not need development
"Once set up, now everything should work" - few people want to waste time on endless improvements. At the same time, the company grows, business processes change, and over time, things are revealed that need to be improved/removed.
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What happens:
ideas for improving and optimizing CRM are not being implemented;
If you don't develop CRM, the company will miss out on benefits.
What to do?
Conduct a post-project audit. After a month of use, contact the integrator and analyze what is effective and what is not. If something is not used, understand why and improve it.
Record what is inconvenient or what you want to improve. Once every 3-6 months, involve an integrator to make corrections.
Sign a technical support agreement to implement ideas immediately.
To sum it up.
A properly configured CRM system is easy to use, significantly simplifies work, and makes business much more efficient. If CRM causes pain, most likely, some of the listed errors have been made. By eliminating these shortcomings, you will neutralize the negative impact of the human factor, speed up business processes, make them transparent, increase conversion, and obtain analytics that will become the foundation for unlimited business growth.