The CRM Rollout
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The CRM Rollout
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概要
In the final episode of this series, Lindsay Young, president of 3 Aspens Media, talks with Brian Gardner, founder of SalesProcess360 and author of ROI from CRM, about rolling out a CRM system. Brian outlines the key steps to ensure a successful launch, including the importance of thorough training, promoting the “why” behind the CRM, and creating an interactive, exercise-driven training process led by super users.
Brian emphasizes that CRM rollout is not a one-and-done event—it requires ongoing training, coaching and monitoring to ensure long-term adoption and success. He explains the difference between monitoring and coaching, why they are essential for post-launch success, and how the CEO for CRM plays a pivotal role throughout the rollout. The episode also explores common post-launch mistakes, such as neglecting ongoing training and the importance of maintaining momentum.
Tune in to learn how to navigate the critical early months of CRM adoption and keep your team engaged and committed for the long term.