Two things need to be done: 1. Every RevOps person needs to shadow a Sales Rep every month. This will show the RevOps team what’s actually being done and help the rep with some low-hanging fruit they never thought was possible. 2. Minimize the impact on their workflows. For example, regardless of new fields and stages, if you leverage a solution like Leadbeam, you'll still be able to turn unstructured voice notes into filled-out fields and activate your workflows regardless of what was implemented.

Updates are really important but at the same time it can be frustrating but to streamline this process one best and easy way which I think , daily briefing, this is very easy to communicate with our colleagues discuss with them pros cons and boost them with their new energy .

CRM is the backbone of sales in any organisation. Being current on CRM is important as it promotes visibility at all levels and keeps sales team focused on target opportunities without risk of missing out on important information. CRM updates obviously need additional effort & are often hated by sales teams. To improve this situation the following ideas might work: 1. Implementation to be user friendly with sales team feedback, simple forms 2. Imparting proper sales training along with documentation and video aids 3. Mobile update feature in CRM 4. Central CRM team to assist or resolve issues if any 5. Period review of reports using CRM data to identify inconsistencies & improve

To streamline the feedback process for sales reps regarding CRM updates, we recommend implementing a structured feedback form within the CRM for easy access. This allows quick submission of thoughts directly from the dashboard. Additionally, regular brief meetings can provide a platform for discussing feedback and potential solutions. Establishing a dedicated communication channel, like a Slack group or email thread, enables real-time reporting of CRM issues and fosters collaboration. We prioritize CRM feedback by encouraging sales reps to share their experiences and reviewing feedback regularly in meetings, categorizing it by urgency for timely responses and continuous improvement.

Para agilizar o processo de feedback dos representantes de vendas frustrados com o CRM, simplifique o sistema, reduzindo campos obrigatórios e etapas desnecessárias. Automatize processos e integre ferramentas para reduzir trabalho manual. Ofereça treinamentos focados no uso eficiente e garanta que o CRM seja mobile-friendly, facilitando atualizações. Crie canais de feedback contínuo e implemente melhorias com base nas sugestões. Isso tornará o CRM mais eficiente e melhorará a satisfação dos representantes de vendas.

In order to facilitate the process of gathering feedback on CRM updates, it is advisable to establish a dedicated platform for sales representatives to articulate their concerns, possibly in the form of a concise survey or a shared document. It is recommended to organize regular feedback sessions, affording representatives the opportunity to openly deliberate the challenges they encounter. To ensure that their feedback is duly acknowledged and addressed, the assignment of a designated individual to oversee CRM improvements is essential. Sustaining lucid and transparent communication by keeping the team informed of the ongoing changes is pivotal in demonstrating the significance of their input.

In our organisation, we have dedicated individuals who handle CRM training. Each time a new update comes it is the responsibility of the dedicated PIC to understand the update and train the Sales team. During the training sessions we also take feedback from the Sales team wherever they are getting stuck with the CRM. This feedback is delivered back to the account manager in the CRM team to make the process flow smoother.

When sales reps are frustrated with CRM updates, it's important to streamline the feedback process to keep morale high and ensure smooth operations. Start by creating a centralized platform for feedback, such as a shared document or a simple form, so reps can easily submit concerns and suggestions. Schedule regular check-ins where you gather this feedback and address key points transparently. Encourage open communication by ensuring reps feel heard and that their input will drive meaningful changes. Finally, prioritize actionable suggestions and provide updates on progress, keeping the team engaged and motivated.

Como gestor, acompanhe diariamente o preenchimento do CRM e esclareça possíveis dúvidas e dificuldades do time. Separe um momento da reunião semanal para dar um overview no CRM junto com o time, assim você vai descobrir onde estão os gargalos. Outra dica valiosa: peça para seu time colocar um alarme no celular para 15min antes do almoço e 15min antes de sair no fim do dia. Nesse momento, eles vão parar tudo que estão fazendo para atualizar o CRM, assim se evita problemas com informações não preenchidas ou clientes no local errado do funil.

Implement a user-friendly feedback portal, regular surveys and anonymous feedback options. Designate a CRM champion for centralized communication and establish bi-directional feedback loops. Prioritize and address top pain points, recognizing and rewarding constructive feedback. This enhances user adoption, improves functionality, increases sales productivity, and aligns sales and IT teams. Regular feedback sessions, analysis, and transparent progress updates empower sales reps to influence CRM development, driving sales performance and business growth.