The CRM implementation is complete. The new system is available, user accounts have been created and the team can finally start working in it. Yet a few weeks later, sales representatives are keeping separate spreadsheets, managers are asking for updates that should already be recorded and some employees are avoiding features they do not understand.
A successful launch does not automatically establish good working habits. The CRM Agency provides customised CRM training, employee onboarding and ongoing support to help teams use their configured systems in everyday operations. Its training approach focuses on the workflows people need to perform rather than giving everyone the same general introduction to the software.
A Live CRM Still Needs Everyday Habits
Going live confirms that a system has reached the point where staff can begin using it. Employees must then learn how the configured processes fit into their responsibilities, from entering new enquiries to updating records and producing reports.
