Implementing a Customer Relationship Management (CRM) software can be a challenging process. It usually takes multiple months and can be tedious with the data migration, set up of new hardware and software and managing personnel involved. Getting everyone on the same page with a formal plan may be difficult, but it helps if you compare your CRM implementation to a baseball season. Let’s look at four ways to view your implementation through a baseball lens.
Everything Starts with Management
From the day you begin looking for CRM, to the moment you get your first upgrade, and beyond, management is the key to delegating and getting the right CRM adopted. It is their responsibility first and foremost to keep the implementation running smoothly. The same goes for a baseball team, where it starts with the owner, the GM and the manager. They pick the players, put them in positions to succeed and oversee the team’s overall success. This involves managing costs, strategies, and day to day operations.
There Are Many Players/Personnel Involved
When you are implementing a CRM software system, there are many people involved. IT needs to make sure hardware and software is in place, assist in the data migration and run the setup smoothly. Accounting needs to make the numbers work for buying the CRM and management needs to ensure that employees are on board and properly trained. The exact same goes for a baseball team. The owner picks management team members, management picks the players and the players are directly responsible for success on the field. All these pieces need to work together to reach the desired goal.
There Are Many Moving Pieces
Implementing a new CRM solution is not an easy process. There are many steps including initial setup, data migration and training the users. Everyone from sales, marketing, customer service, IT and others will be involved. There are always hiccups so it is important to have a clear plan with a focused team to handle these when they occur. In a baseball team, there is often a lot of moving pieces as well. This includes the injuries of players, change in personnel and change of opponents.
It Is a Long, Grueling Process/Season
A CRM implementation can be very quick, especially on the cloud. However, the time factor that can make it a long process is the data migration, customization, and training. It can take months until everything is up and running and everyone is comfortable on the system. A baseball season is similarly long. In fact, it is a 162-game season. The next longest professional sport is a mere 82 games.