Best Practice Tip – Keep it Simple
Written by ShamrockCRM on October 20, 2009 – 12:02 pm -It’s so exciting when you are installing a CRM tool like Salesforce.com, because you want to throw in all of the bells and whistles, cool functionality, workflows, approval processes, systems integrations. You want everything to be absolutely perfect before you let a single user into the system to poke around.
Building a complicated system from the start is a Bad Bad idea, unless you have an amazingly devoted future user base. If you build the system with overly complicated processes and system limitations/restrictions, you are going to frustrate the poor users, confuse them, upset them and make them not want to use the tool. If this happens, you will be paying for licenses and will not be getting the benefit of the CRM system that you purchased, because your user adoption will be poor.
My tip from many Salesforce implementations is to keep it very simple from the beginning. Let the users play around from the beginning. Let them understand the basics of the tool before you do anything crazy. Let them track the basic information for their contacts and opportunities and wait for them to request more once they realize what it can actually do. Treat this as an evolutionary rollout. Add functionality in phases and educate the users every step of the way.
Doing this will create dedicated users, quality data, and the highest possible ROI on your CRM investment.
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