Five things boss should do for successful CRM implementation

The success of your CRM Implementation depends on many factors. But, as a Boss, what should you do to make a Successful CRM Implementation.

I have often heard this from the bosses and team leaders, especially in SME segment “My business runs on auto mode, I don’t look after regular day to day things”. This same person then received 30 calls and 45emails per day which are about regular and routine matters.

They feel that they will GIFT CRM to their staff and their staff will implement the CRM, and everything will run smoothly after that. It’s a good Cinderella kind of idea to live in. We all need to stop dreaming. Let’s face the truth.

Implementing CRM is a cultural change and Boss is the most important part of the change.

Unless your company is a very matured organisation with managers and individual profit centres, your business is not in auto mode. Here is a quick test, your business is not in auto mode if you

1. do meeting your clients.
2. Get calls from your clients regarding support issues and sales Enquiries.
3. Take regular reports from your team in the review meetings.
4. Are responsible for the P and L of your business.

So, if you are doing all or any of above and if you decide to implement CRM in your organisation, then you need to play some very vital and essential role in the implementation process. You need to drive it correctly from the top.

CRM can only alert and hint you with the problems, but if you don’t monitor it you cant manage it

So here are three things bosses should do for a successful CRM implementation.

Practice before you preach.

Your staff might not do what you tell them to do, but they definitely do what you do. So if you don’t use CRM, if you don’t log meetings, you don’t log Calls, you don’t follow up with your meetings and complete your tasks, how can you expect your team to be using CRM to do all these things.

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