TheDarkKnight
Changing CRM's as a company...
Should C-level ask sales staff their opinions before changing the company-wide CRM?
Attached poll
*Voting in this poll no longer yields commission.
15
abso-fucking-lutely - going from Hubspot to Salesforce is so different. Changing the way you put data in is the same but figuring out the new platform takes a while.
We JUST did this, with literally ZERO training or setup and minimal heads up. Just a "hey we're switching to SF Lightening next week, check it out before we turn off Hubspot".....
"Oh and by the way, we expect everything to reflect accurately so we can report up the ladder by tomorrow."
... Do you work here? That was said verbatim, oh and also "Metrics better not slip!"
"We invested tremendous time and resources in this to make you sell better and we expect immediate ROI."
Duh. Now do they have to listen to our opinions? Absolutely fucking not. But, they should still check.
If we are the ones that drive revenue, don’t change things that impact that before checking first because it could have wide reaching effects.
If we are the ones that drive revenue, don’t change things that impact that before checking first because it could have wide reaching effects.
My c-suite surprised us with a new CRM, went so poorly they bought Salesforce 3 months later. Now they're paying for two systems. Yes, they should always ask the main users.
That's almost like surprising someone a puppy when they don't want a pet, and then expecting them to take care of it and pay for all the things it needs. Forcing something new onto people without helping them prepare is ridiculous.
This is especially true when implementing Salesforce. Salesforce can do nearly anything but if you don't listen to the people who run the fucking thing it's a disaster.
This happened at an old company where the Head of Strategy did it and was a glorified consultant.
Did not match out sales process at all.
This happened at an old company where the Head of Strategy did it and was a glorified consultant.
Did not match out sales process at all.
This is one of the only times I'd say it's okay for one person to ask another "what is your favorite CRM?"
Obviously they don't "have" to but it would be smart to. These CRMs are powered by the data they hold. Data that is provided by sales staff. If you make it more difficult to provide accurate data less people will do so which will defeat the purpose of the CRM. Conversely if you make it less of a pain in the ass, you are likely to get more accurate reporting. Win-Win
I find it helpful to always hear what other people have to say, whether you think it is helpful or not it gives you a new perspective and to see what others are thinking. Sometimes they do not have the place to give feedback but it never hurts to hear it.
If they want their team to use the tool then yes.
I mean if they want absolute mutiny then sure, go ahead and make a change without asking.
If they want 1 ounce of buy in from the entire sales team they should ask.
If they want 1 ounce of buy in from the entire sales team they should ask.
If they're going with MS Dynamics, why bother? Its so great, user-friendly, streamlined functionality, easy reporting, and definitely... Definitely, will never make you throw your wireless mouse at the wall out of sheer frustration as to what fucking shit for brains asshole thought it was a good idea going with MS Dynamics. Definitely.
Show me on your screen where MSD hurt you.
**shows whole screen and starts crying**
I left the org due to MSD in favor of an enlightened SF customer. I left my screenshots and tears behind.
Sounds like the only option you really had
I was victimized, but will prevail. I'll write a book about it in a few years when the trauma subsides. Haha
Seriously though, from an executive perspective I may ask some folks on my leadership team, or other reps who I know are power process users, but some decisions (especially as teams grow) just can’t be a democracy. The key is having a leader who knows what it’s like to work in the trenches, and trust them to make the best decision
No. Working on the business is different than working in the business. It's like asking a five year old what kind of car you should buy. Just get in, strap up and hang on little guy.
Yeah it seems absolutely fucking braindead if they don't.
SFDC vs Hubspot vs Pipe vs Streak all have different things
SFDC vs Hubspot vs Pipe vs Streak all have different things
100%, nothing worse than messed up data - the old saying of 'Don't like change' is real in these scenarios.
24 comments