Implementing a CRM system is a challenge for many companies. Managers welcome it as a way to stay organized and in control, but salespeople, technicians, and administrators can often see it as just another obligation or an extra piece of the boss's brainchild. That's why it's crucial that the CRM system becomes a helper, not an obstacle.
CRM Mango was designed with this exact goal in mind - to make the work of not only salespeople but also field technicians easier. To make administrative tasks less time-consuming, so that every team member has comprehensive access to information.
Understand user concerns
Every new system brings change. And change, any change, brings with it concerns. The most common ones we encounter:
- fear of change - Something new will come along that will take up even more of my time.
- concerns about surveillance - the manager will see everything I do,
- uncertainty - What if I make a mistake, if I don't know how to control the new system?
One of the fundamental pillars of success is that CRM must be presented to employees as a tool for them, not on them.
Explain - specifically and clearly
Mango CRM has a number of features that directly simplify everyday work, such as:
- automatic creation of activities - thanks to integration with email, mobile phone or GPS, a large part of the work is created for the user,
- mobile application - a salesperson or technician in the field does not have to carry anything in their head or write anything down in notes, they do everything in the mobile version of Manga,
- calendar, tasks, activities - everything important is in one place, including the history of communication with the customer,
- overview and order - no more forgotten offers, unanswered emails, or lost papers.
If employees see through concrete examples that Mango really cares about them, saves time and it will help them, they will be more open to change and the implementation of a CRM system.
Well-managed training
Instead of long presentations, it is ideal to choose practical workshops. Create a space so that each employee can go through the situations they deal with daily - for example, creating a quote, taking notes from a meeting, or creating and assigning a task - directly in the system.
Our tips for effective training:
- divide it by departments (sales, service, management, administration) - don't overwhelm people with information they won't need, the more targeted your training is, the more effective it will be,
- show quick shortcuts and tips that save your clicks,
- explain the logic of the system - Mango does not require data to control, but to facilitated evaluation and planning,
- after the first few weeks, do a feedback training - what works, what to improve, where the problem is.
Motivate use positively, not with commands
The best CRM implementations happen where using the system becomes naturally part of the job. Not because it is mandated, but because it is worthwhile for me as a user of the system.
A few ideas:
- Gamification - introduce game principles into non-game activities, for example, establish a ranking of the most active users of the system, or small rewards for actively creating reports, etc.
- Highlight results - show how Mango CRM helped increase the number of closed deals or reduce the time of some specific tasks.
- Manager as a role model - if managers themselves use Mango, their team is more likely to naturally follow them.
Obstacles?
We will not pretend that there will be no problems or disagreements during the implementation and adoption of a CRM system by company employees. We can list the most common obstacles we hear from practice and possible ways to approach them:
1. Changing habits - explain that Mango replaces multiple tools - emails, spreadsheets, notes, diaries. One system = less chaos. It just takes time for the change to find its place in your routine.
2. Fear of control - reassure the team that the goal is not tracking, but efficiency. Data also helps them - for example, when closing deals or planning a route.
3. Lack of time - provide short video tutorials, quick tips. Training doesn't have to take hours. CRM Mango itself has a tutorial section on its website and also its YouTube channel, where we can find basic videos. However, it is always possible to record a specific video, a procedure that is not clear to you, where you have a problem. Gradually, things will become automated and you don't have to bother with extensive tutorials.
4. Unclear benefits - you need to be as specific as possible. Since implementing CRM Mango, we have increased our transportation throughput by xy% or reduced our invoicing time by xy hours. The more specific the data and information, the faster employees will understand the true benefits of the CRM system.
CRM Mango as a partner, not just software
The uniqueness of Manga lies in the fact that adapts to your processes, not the other way aroundWhether you are a business, service, transport company, or sole proprietor - Mango can help where other systems fail - in ease of use. Many good systems fail because users reject them due to their complexity. We have created a system that people love to work with. And that is the key. A CRM that people love to use becomes an integral part of their day - not an obligation, but a helper.
Implementing a CRM system is a change - and like any change, it requires patience, clear communication and motivation. However, if the team understands that CRM Mango is not a control tool, but their personal assistant that saves time and increases success, adoption comes naturally.
