One of the best investments you can make in your company is using a web-based Customer Relationship Management application such as Blitz Lead Manager. A web-based CRM provides access to all of your contact information 24/7 from any computer with web access. An application like this helps you keep track of new and existing clients as they traverse the sales process. The best way to successfully implement an application such as Blitz Lead Manager is to have a clear plan and identify key people that will help make the process a success. The implementation plan will ensure that the transition and continued use of a CRM is ultimately successful.
To get started, you must identify the resources that will help make the implementation a success. The Blitz Leader will set the vision and goals that the application needs to accomplish. The Blitz Owner will be responsible for designing the business’ work-flow within Blitz. This person’s role is to ensure that the goals and vision are streamlined into everyday workflow. The Blitz Administrator will be responsible for the setup, customization and configuration of the application. The Blitz Administrator will also be responsible for managing configuration needs on a day to day basis. The Blitz Master is a user of the system who sees the benefits that the application can provide and can help with it’s day to day use.
Training your users on a system is one of the most important processes of any implementation. Users not only need to know how to use the system, they also should understand the applications place in the work-flow and how management expects them to use the system. With many systems this can be extremely hard to implement. One of the best features of Blitz Lead Manager is the simple user interfaces and multiple work flows that can be designed. Blitz allows for ease of use, flexibility of use, and powerful features for anyone with an internet connection.
User adoption is the most important step in any implementation. If no one is using a system then it is doomed to fail. In the infancy of adoption you need to take special care of your users. User feedback can be used to identify confusion for all users. Once you receive user feedback it is important to address issues quickly and modify work-flows accordingly. This will allow the users that have provided feedback to become owners in the process and increase their adoption of the system. Another helpful strategy would be to identify additional Blitz Masters. The Blitz Masters can be encouraged to help others and can be used to inspire the adoption for others. Periodically refreshing the users’ knowledge of the CRM software can also be useful in increasing adoption. These less formal training sessions should occur after users have had the chance to become more familiar with the system and should be focused to specific user type. Different users have different concerns and discussing issues that only impact half your audience is not productive.
These tips will make your CRM implementation smoother and increase the overall success rate for your company. If you would like to learn more about CRMs, Blitz Lead Manager and Double A Solutions, please go to our website at www.BlitzLeadManager.com and view our live demo. Or contact us go to sales@BlitzLeadManager.com or call 419.841.8800.
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