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Last updated on Feb 19, 2025
  1. All
  2. Sales
  3. Customer Relationship Management (CRM)

Facing challenging CRM transitions, how can you keep your stakeholders on board?

Effectively managing CRM transitions isn't just about the technical shift; it's about ensuring stakeholder buy-in. To keep everyone on board:

- Clearly articulate the benefits of the new system, highlighting how it addresses current pain points.

- Establish a feedback loop where stakeholders can voice concerns and feel heard.

- Provide comprehensive training to ease the adoption process and mitigate resistance.

How do you maintain stakeholder engagement during major system changes?

Customer Relationship Management (CRM) Customer Relationship Management (CRM)

Customer Relationship Management (CRM)

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Last updated on Feb 19, 2025
  1. All
  2. Sales
  3. Customer Relationship Management (CRM)

Facing challenging CRM transitions, how can you keep your stakeholders on board?

Effectively managing CRM transitions isn't just about the technical shift; it's about ensuring stakeholder buy-in. To keep everyone on board:

- Clearly articulate the benefits of the new system, highlighting how it addresses current pain points.

- Establish a feedback loop where stakeholders can voice concerns and feel heard.

- Provide comprehensive training to ease the adoption process and mitigate resistance.

How do you maintain stakeholder engagement during major system changes?

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48 answers
  • Contributor profile photo
    Contributor profile photo
    João Domingues

    CTO | GovWise® - Public Procurement Made Smart

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    A CRM transition isn’t just a technical migration—it’s a human one. The people using the system are part of it, and their adoption is crucial. Just as software requires tests, monitoring, and documentation, so do users: Monitoring: Track key user behaviors, set adoption goals, and identify pain points. Testing: Gamify training and execution to reinforce learning and encourage engagement. Logic: Provide clear, accessible documentation to keep users "updated." A well-supported team ensures a successful CRM transition.

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    Andrés Esteban Rosales Cadena

    Commercial Director Italcauchos / Michelin / BfGoodrich / Pirelli / JK Tyre / Tornel / Levorin / Limacaucho / Three A

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    Estoy al inicio de incorporar un sistema CRM, y un temor natural es que la parte técnica esté acorde a lo que necesitamos como empresa para crecer y que el equipo lo adapte como propio. Entonces creo que ese es el primer reto que tenemos, los siguientes serán, hacer que funcione para que los resultados se den, ya que existe una inversión económica y no puede fallar y si tenemos errores sean fáciles de mejorar. Para esto debemos tener pasión y creer en que la tecnología hace la vida y el trabajo más fácil y permite crecimiento exponencial.

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    Firas Abo Assaf

    Founder & Entrepreneur | Senior Growth & Revenue Strategist | Marketing, Sales & Business Growth Consultant | AI & Automation Expert | 18+ Years of Driving Results

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    CRM transitions are like moving houses—exciting, but chaos if no one knows where the couch goes. To keep stakeholders engaged: 1️⃣ Show the win: Don’t just say “It’s better”—prove how it makes their job easier. Less manual work? Faster deals? More coffee breaks? Sold! 2️⃣ Make them co-pilots: People resist what’s done to them, not with them. Involve key players early, and they’ll bring others on board. 3️⃣ Celebrate small wins: Faster reports? Fewer “Where’s that lead?” moments? Highlight progress, not just process. Change isn’t scary when it’s personal, practical, and a little fun.

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  • Contributor profile photo
    Contributor profile photo
    Anderson Miguel

    Gestor Comercial | Key Account Manager (KAM) | Varejo de Construção & Indústria | Gestor de Produtos | B2B | Home Centers | Grandes Contas | Liderança de Equipe

    • Report contribution

    Uma forma eficaz de manter as partes interessadas engajadas durante uma transição de CRM é garantir comunicação clara e contínua, destacando os benefícios da mudança e ouvindo ativamente suas preocupações. Oferecer treinamentos personalizados e suporte técnico durante o processo reduz resistências e aumenta a aceitação. Além disso, envolver as principais lideranças e demonstrar impactos positivos com dados concretos ajuda a fortalecer a confiança e a adesão ao novo sistema.

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    Dr. M. Lokesh Hari

    Business Consultant Solving Organizational Challenges for Growth and Profitability | Healthcare Consultant | Dentist | Visit our website or DM for business consultation...

    • Report contribution

    Navigating challenging CRM transitions requires a proactive approach to foster trust and collaboration. 🌟 Start by involving stakeholders early in the process, making them feel like valued contributors to the change. 📊 Use real-world success stories or data to demonstrate the positive impact of the new system on their roles. 💡 Lastly, celebrate small wins during the transition to maintain momentum and show appreciation for their adaptability. 🎉

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    Amit Shah

    Professor Of Digital Marketing @ SBS Swiss Business School | Driving Digital Transformation and AI | ADHD Coach

    • Report contribution

    I would deliver tailored messaging for late adopters and laggards first, to iniciate an earlier buy in. Also demonstrate before and after use cases. Having some evangelists on board would also help a speedier buy in. Investing in employee training, running one to ones, and pods would also help

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    Ankit Abhishek अंकित अभिषेक

    Certified Data Engineer | Data Science Enthusiast | Former Mobile Application Developer @ Tech Mahindra | Passionate About Building Scalable Data Solutions

    • Report contribution

    Successfully navigating a challenging CRM transition requires proactive communication, strategic engagement, and a clear value-driven approach. Start by aligning stakeholders with a compelling vision of how the new CRM enhances efficiency, customer insights, and business outcomes. Foster trust through transparent updates, interactive training, and hands-on support to minimize resistance. Identify and empower champions within teams to drive adoption. Address concerns with data-backed insights and quick wins that showcase tangible benefits. Continuous feedback loops ensure stakeholders feel heard and valued. By making the transition a collaborative journey, you secure long-term buy-in and maximize CRM effectiveness across the organization.

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    José Ignacio Colmenares

    Especialista en ventas

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    Mantener a las partes interesadas comprometidas es clave para el éxito. La comunicación constante y clara es el primer paso. Asegúrese de explicar los beneficios del cambio y cómo impactará positivamente en los objetivos de la organización. Involucre a las partes interesadas en el proceso de transición. Pídales comentarios, responda a sus inquietudes y ofrézcales capacitación para que se sientan seguros y preparados ante el cambio. Reconocer sus esfuerzos y celebrar pequeños logros durante la implementación puede fortalecer la moral y el sentido de colaboración.

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    Ricardo Chang

    Strategic Business Manager│Business Development │Sales & Commercial │ B2B & B2C │ Disruptive Innovator

    • Report contribution

    Para mantener a las partes interesadas comprometidas durante una transición desafiante de CRM, sigue estas estrategias clave: ✅ Comunicación clara y frecuente → Explica los beneficios del cambio y proporciona actualizaciones regulares. ✅ Involucrar a los líderes clave → Asegura que los tomadores de decisiones respalden la transición. ✅ Capacitación y soporte → Ofrece formación para facilitar la adopción del nuevo sistema. ✅ Migración de datos sin problemas → Garantiza que la información se transfiera de manera segura y eficiente. ✅ Gestión del cambio → Implementa estrategias para minimizar la resistencia y facilitar la adaptación.

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