Many individuals find the task of managing an organisation’s transition to a new CRM system daunting. At this point organisations often have data stored in multiple locations, staff of varying levels of IT skills and limited resources and/or time.
Here are some tips to make the task of moving to a new system manageable and alleviate potential issues.
- Make sure your colleagues are informed about the change and that you have outlined the benefits of moving to a new system
- Provide regular updates on the progress of the move
- Keep colleagues involved throughout the process. This means that they feel valued and are ready for change, as opposed to resisting it.
- Remind staff that this is an opportunity to develop and learn new skills
- Know your data. What needs to be recorded and what reports do you need to present to funders?
- Think about what is vital, and what you'd like to have. This will help you sort out your priorities; maybe the desirables can be left for future development?
- Be open to new and innovative ways of working, a change of system is an opportunity to revitalise your processes
- Rationalise your data and data collection, are you collecting information unnecessarily?
- Compile your data. Pulling all data sources together and weeding out usless/out of date information means that transferring data will be seamless
- Be proactive in learning the system so that you can help your colleagues adapt; but remember, we are always here to help
Keep in mind that the rewards of having a CRM system will be worth the time and money spent on setting it up, by reducing time spent on data entry and duplicating work, and enabling you to provide a better service for your contacts.