Get to know your staff
No two sales staffs are going to be exactly the same. No two reps on your staff may be the same. In order to achieve the level of acceptance that you want, you have to make the system do what they want. That means getting to know your salespeople.
My job is to make sure that 60 reps across three franchises in both sales and service utilize CRM. Roughly four months into our CRM implementation I would by no means say that we have it all figured out, but we’ve made some huge strides.
Get help. Get Ready.
If you’re just starting to implement a new CRM solution, don’t expect to be done when launch day arrives. We spent months thoroughly preparing and thought we were in pretty good shape, but since Day 1 have adapted almost daily to tweak things to work the way the reps want. Some days it is as simple as adding a box for favorite player. Other days it’s sitting down with a rep to figure out how to put everything they once had in Excel in CRM.
Train, Train, Train Again
If I have learned anything in the last four months it is this:
You can’t tell a room full of people something one time and expect them to remember it.
Train, train often, train one topic at a time. When we began training we did it in each department’s weekly meeting. That can quickly turn into a conversation with one person about one really weird situation while the rest of the room tunes out. What does work?
- Pick one topic.
- Go to the area where that teams sits.
- Walk them through what they need to do.
- Explain how it helps reach their goals.
- Send a follow-up email with the links to screenshots for reference.
While this takes more time on the front end, it gets results. The reps retain the information much better. Once we began these 30 minute sessions in the department’s area, reps started to buy-in and become more productive.
Changing the way someone operates is never going to be easy. It will take work; a lot of work. But when you find the way to train and motivate employees to do something that helps them reach their goals, we all enjoy the outcome. The thing to remember is that not everyone, or maybe anyone, will want to look at something the same way or to complete the task the same way. You have to learn and adapt with them.
Cover photo courtesy of Andrzej.