Draft an implementation plan that will minimize the impact of the crm project rollout on your staff's workflow. After you have a good implementation plan, kick off the change over by establishing a a strong management message to ensure that your staff will embrace the CRM project. Provide training that teaches your staff how the crm project will integrate into their daily business process. It isn't enough to simply know how to use technology, your people must know how to use it to seamlessly execute their daily jobs and make the business run more efficiently. Training will keep staff involved and motivated, yet minimize the shock to your business' workflow. As a business owner your need to be prepared for multiple training sessions to act as reinforcement of the crm project's value, and to highlight the uses in action. This will help smooth long-term staff acceptance of this new technology. Back in Step 2 you defined your CRM project goals and objectives, keep them top of mind until the crm project has helped you achieve your strategic goals.
