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Now that we’ve covered the problems with CRMs, possible solutions, what to look for in a new one and how to prepare your team, this part will cover getting ready for your launch and making sure it’s properly structured. Let’s get started!
A properly structured launch will make, or break the outcome of how effective the tool is used, along with how much damage in dollar loss is incurred during the change. I will continue to trumpet the fact that no loss of down time or money is needed if it’s done right. Money invested in doing this correctly will result in quicker acceptance and use by the staff.
The following is my general over outlined launch agenda:
As you can clearly see, this process could and will most likely take up to a year to properly install. Yet, CRM vendors will tell you differently. Their information is not reality. However, to be fair to them, ask yourself this question: How many of you would sign up for any CRM if you knew this about their tool? The CRM vendor cannot afford to train you in this way and remain profitable. Subcontract it, hire an internal champion, pay the CRM company, but follow this slow path and you will ensure success, along with a happy staff and vendor when you arrive. Best of all, you are likely to lose very little in sales. In the long run, it is likely you’ll come away with a better understanding of the tool than those that sold it to you.
For any of you who think this sounds like you’re just asking for brain damage. Well, you’re right! But, kidding yourself about it not being this will only cause more of it. The worst person you can lie to about it is yourself!