5 Key CRM and ERP Change Management Tips

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CRM and ERP Change Management Strategy


CRM and ERP Change Management Strategy Guaranteed to Succeed


Humans love their routine; it’s just one of the basic facts of life. Once we have found a way we like to do things and we become comfortable with it, it’s near impossible to change those ways without some form of pushback and frustration. With that said, it’s easy to see why the implementation and subsequent user adoption of CRM and ERP software can be such a huge task within a business. The enterprise-wide systems represent a huge change for every employee—both in their day-to-day tasks and the wider business processes.

It’s no surprise then that a large percentage of employees will resist change on such a large scale, and this kind of resistance will translate into poor usage of your costly new system as employees fall back into their old ways of tracking and management (see: the dreaded Excel spreadsheet) and fail to input data the software needs to be successful. Low user adoption is one of the biggest enemies to a new CRM or ERP project and an easy way to guarantee that you won’t be seeing the results and ROI you planned for—an all-out project failure. That’s why a structured CRM and ERP change management strategy is so necessary in any project you embark upon. Read on for 4 tips on how to ease your employees into new enterprise software—and make them happy about it!

1. Early Communication

Communicate your intentions and your strategy for the project as early on as possible; employees will feel betrayed if you spring such a big change on them late in the game. A heads-up will also give them time to start preparing the transition out of their old methods—be they paper notes or Excel spreadsheets. Your team will always be more receptive to change if they know what’s coming; plan out a company-wide announcement and meeting to discuss how the new CRM or ERP software will change your processes and best practices.

This is also a great time to reach out for employee feedback. They are the people who will be operating within the system daily and who will be crucial to its success—they should have a significant say in how the the project develops. Try and identify the employees who seem most resistant to the new system and see if you can get to the root of their apathy; is it a certain factor of the new software they feel can be improved, or is it a miscommunication of value? The employees holding out the most determinedly are the ones you need to focus on convincing—they could be your greatest allies going forward!

2. Make Change Management a Priority

CRM and ERP change management should never be an afterthought; assign the administration of it to a specific person within your project team rather than just having everyone ‘keep it in mind.’ Making the task a specific employee’s priority will build accountability into the project; but that doesn’t mean every step should then be given over to that worker. Careful change management should constantly be on your project team’s minds from the day the software project gets approved right through to go-live day (and even after).

Your team’s job is to ensure that every employee within the company, no matter the role, needs to be jumping headfirst into the system; not just expecting everyone else to participate while they skate by on their old methods. This kind of attitude will eventually spread throughout the company (especially if one employee sees another getting away with it), choking your software project before it even gets off the ground.

3. Get a Top-Level Sponsor

Once you have a plan in place for CRM and ERP change management and an outline of all of the benefits the new software will provide for your company, you need to find a high level employee within your company to be the project’s champion. Your executive sponsor will be one of the most valuable tools in your arsenal; inspiring confidence in the new system throughout your whole organization right from the get-go. Their job is to help you and your project team demonstrate the true value of the CRM or ERP to the entire company, not just the C-Suite.

4. Build an Immersive Training Strategy

 Going into a CRM or ERP implementation or integration without a concrete, written training strategy is simply asking for your project to fail. Training shouldn’t simply be about teaching your staff, it should be about showing them the value of the software.

If they are presented with a user-friendly interface that encourages thorough data entry and will improve their day-to-day operations, it goes without saying that they will be more likely to adopt the software post go-live, easing the sting of leaving the old methods behind. Make your training specific to each user, their role, and how they will interact with the system during the functions of their job to maximizing the value of training hours and keeping employees interested and engaged throughout the change.

For a more in-depth look on how to triumph in CRM and ERP training strategy, read this article!

Wrap Up

A proper, thoughtful CRM or ERP change management strategy is one of the most vital parts of the engine driving the success of your software implementation.

The plan must be thorough, but also flexible. The software implementation process can be a long and often unpredictable road—and you should be prepared for the speed bumps and unexpected turns along the way. If your change management isn’t able to accommodate for those, it’s not thought out enough.

For help with your upcoming software selection and implementation or advice on building out your own CRM and ERP change management strategy, contact an expert at Datix today.

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4 Comments so far:

  1. […] 5 Key CRM and ERP Change Management Tips […]

  2. […] often most overlooked. Businesses can do everything they can to train employees and put a solid change management strategy in place, but will still find a brick wall after go-live. As the help requests and questions pile […]

  3. […] of the most important things to remember when it comes to such a huge organizational change? Business process reengineering should always come before any kind of enterprise software […]

  4. […] that you find within your ERP system will also provide a key opportunity to start building your change management and training strategy. You’ll quickly begin to learn common sticking points for employees, and […]

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