Switching CRM Systems: Getting Over Your Fear of Change

When you understand the process, changing CRM systems becomes a lot less scary.

Nobody likes change, but if you’re not getting value out of your existing solution, it’s probably time to switch CRM systems. Maybe your current CRM is lacking features you need, or maybe your salespeople can’t get the hang of using it, or maybe you’ve just outgrown the damn thing. Whatever the reason, you’ll need to welcome change with open arms – not fight it. 

switch CRM systems

How to Successfully Switch CRM Systems

We won’t sugarcoat the process of transitioning to a different CRM system. You’ll spend time, money, and effort implementing a new solution, it’s that plain and simple. But before you get cold feet, think back to why you chose to invest in a CRM in the first place. You likely wanted to enhance your business in some way, shape, or form. Now ask yourself: do I still want that? If the answer is yes, then you’ll need to get over the fear of change. Easier said than done – we know – but there are things you can do to be better prepared and make the transition a heck of a lot smoother. Consider the following tips for making a CRM switch as painless as possible:

1. Clean Up Your Existing System

When you switch CRM systems, you’ll have to move your data from one system to the other. For this to be an easy process (and we can’t stress this enough), it’s crucial that you clean up your existing CRM system FIRST. Think of a new CRM system as a fresh start – you don’t want to taint it with outdated, irrelevant, or duplicate records. Plus, it’ll be a lot easier to clean your data in a system you’re currently using and understand opposed to one you’re unfamiliar with.

2. Pay for a data conversion – it’s worth it!

Several CRM companies employ specialists who are responsible for converting customer data from one system to another. If you’re transitioning to a CRM system that does offer data conversion services, like improveit 360’s industry-specific CRM for home improvement pros, then it’s in your best interest to take advantage of them! Entering your data yourself manually can wind up taking forever, and a data specialist already knows the ins and outs of the system, so they can ensure that your valuable data is transferred both quickly, accurately and in a way that’s accessible to you,

3. Invest in Proper Training

Whether it’s watching tutorials, enrolling in a class, or reading manuals, training is the MOTHER of all things important when it comes to a CRM transition. Regardless of how tech-savvy you are or how user-friendly your system is, a new system is a foreign system, and training exists to teach you where to find things, how to perform certain actions, and ultimately give you the tools you need to be successful with your CRM. improveit 360 customers, for example, can take part in a thorough training course made up of several sessions that walk through every area of the platform. And if your goal is to increase productivity with your CRM, then keep in mind that leveraging proper training will be less time-consuming and more effective than if you were to try and figure out the system yourself.

While the above can certainly help set you up for success with a new CRM, it’s also very important that the CRM solution you switch to has the right resources to help continuously support your success. With improveit 360’s industry-specific CRM system, home improvement professionals don’t just get a platform jam-packed with powerful features, they get a comprehensive on-boarding experience, an attentive and knowledgeable support team, and access to extensive educational resources like webinars, eBooks, blogs, and user tutorials.

If you’re interested in learning more about how we can make your CRM transition to improveit 360 as seamless as possible, schedule a call with one of our team members today!