Tips on Introducing Your Team to a New CRM Software

As a small business owner, purchasing a CRM software should be high on your list of priorities. After all, the benefits associated with owning one far outweighs the original price of a CRM. While deciding on which software to use might be a challenge in itself, introducing the software to your employees might prove to be an even bigger challenge. Here are 3 little tips to help you along the way:

1. Choose a simple, easy to use CRM. Okay, we have to admit that the software with hundreds of customizable options might sound enticing at first, but the truth is that you  most likely don’t need hundreds of customizable options (at this stage of your business, at least). As a small business owner, simplicity is always the way to go. It therefore goes without saying that the simpler a CRM software is, the easier it will be to introduce it to your team. Think Clickhook and PipeDrive.

2. Train your employees right. Once again, simplicity and communication are keys. Be a good boss and teach them how to use the software early on to avoid complications down the road. Ensure that you first familiarize yourself with the CRM’s features before teaching them to your employees, though. If you don’t know the answer to a question, look it up.

3. Ensure that important people use it. Set a good example and your employees will follow you. Also remember that a CRM is absolutely crucial to the overall health of a company, so don’t neglect it. Not using it properly or enough makes you more prone to making mistakes and as you probably already know, mistakes in the business world tend to be costly. Some people like rewarding their employees at first.

Unsure of which CRM software to purchase? You might be interested in this article comparing three common CRM software.