There is no silver bullet to ascertain CRM software implementation success for small businesses, but below are some vital pointers to remember:
Change is a constant for growing businesses, but change is something people are usually not too keen about, particularly if the process change is set to interfere with the way they do their jobs. This being the norm rather than an exception, ensure you have change management strategies in place, as staff resistance is part and parcel of new software adoption.
To convince your people that the change is worth it, the benefits of the CRM tool must be highlighted, and a core group of early adopters must attest to those benefits through tangible results.
Keep in mind, a CRM software deployment can only be successful if adopted and supported by the organization as a whole, regardless of rank and pay grade.
Alignment with organizational objectives. Your CRM strategy must be aligned with your overall business goals, and your chosen CRM software must support that.
Start small. To ensure you’re getting the perfect CRM software fit, make test implementations in one or two divisions prior to a companywide rollout. Also, maintain up-to-date reports and evaluations so that necessary adjustments can be made whenever required.
New software adoption requires a change in attitude and mindset, more so for small businesses that think CRM applications require considerable monetary investment, a dedicated IT team to maintain the system, and so on.