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Understanding the concerns and suggestions is one of the first thing to do. People like to be heard and their voice acknowledged. Once this is done, work out a way to resolve these by sharing the benefits of the new process in a way which will show them how the work efficiency of self and business will improve via this.
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The most important is to involve the team early in the process. By listening to their input and ensuring proper training, they’ll feel more invested in the success of the implementation. Show the team you understand their reality. Try to explain how CRM simplifies their day-to-day tasks by automating repetitive work, tracking leads efficiently, and providing actionable insights. Also try to highlight the personal benefits (better communication, fewer manual updates, more time to sell)
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Não existe integração de CRM sem que a equipe seja sensibilizada para seus benefícios. Através de uma cultura de CRM e utilizando uma ferramenta de qualidade, com registros bem feitos, a organização consegue otimizar o processo de vendas, fidelizar clientes e garantir que eles sempre lembrem da marca. Mas CRM não se faz sozinho, nem de maneira 100% automatizada. É preciso que o time de marketing, vendas e atendimento seja capacitado para alimentar a ferramenta utilizada e cumprir as tarefas que envolvem a prática, mas também seja ouvido para agregar possibilidades de melhoria no processo. O caminho se dá através da internalização da gestão do relacionamento com o cliente como ferramenta facilitadora para o alcance de metas e crescimento.
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CRM os not a tool, is not a support to sell.
CRM is a Mindset. It's a filosophy. It's a strategical approach.
Only if you think like this, you can overwhelm resistance.
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To overcome resistance to CRM integration, I:
1. Listen to concerns and address pain points.
2. Demonstrate how CRM streamlines workflows and boosts productivity.
3. Highlight benefits like enhanced customer insights and personalized experiences.
4. Involve the team in the implementation process.
5. Provide training and support for a seamless transition.
By showing the 'what's in it for them,' we've seen resistance turn into adoption and enthusiasm.