Effective CRM implementation requires culture change. Given that…

- Motivation: The design and implementation should be tied to vision and key organizational goals. Organizational leadership should understand this relationship and help staff see how the CRM will help them to better accomplish their organizational tasks leading to the overall success of the vision. Individual staffers should be able to understand how their work helps forward the whole. Connect their individual contribution to the success of the whole. MAKE IT FUN!

- Behavior: Your process mapping is key here Steve… How will the way staff do their work change? This is all about working smarter. Outreach, event planing, campaign strategy, evaluation… how will having a CRM aid these processes. Break it down and help people understand how their day to day tasks/processes will change. Create some projects that demonstrate this… support staff to be successful. Build momentum. Communicate successes to the organization. Take more on each time in a step wise manner. Don’t overwhelm.

- Systems: What organizational processes and systems should change/tweak as a result? Are there barriers to implementation? Don’t take too much on at once… take things on in manageable chunks with adequate resources… prioritize and approach step wise. Organizational planning, campaign planning, event coordination, development campaigns… look into the nooks and crannies of the organization and ensure that the required systems and structures are in place to ensure the adoption is successful. Reward people for successes. Support them to change.

Let the force be with you!

xo, j