You're facing resistance from clients on new CRM features. How can you help them understand the benefits?
Facing resistance from clients on new CRM (Customer Relationship Management) features? It's essential to make them see the value these updates bring. Here's how:
How do you help clients embrace new technology? Share your strategies.
You're facing resistance from clients on new CRM features. How can you help them understand the benefits?
Facing resistance from clients on new CRM (Customer Relationship Management) features? It's essential to make them see the value these updates bring. Here's how:
How do you help clients embrace new technology? Share your strategies.
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Overcoming client resistance to new CRM features requires clear communication and support. Here's a professional approach: Demonstrate Value: Highlight specific benefits such as improved efficiency, enhanced customer satisfaction, or increased ROI. Use data to reinforce the advantages. Provide Training: Offer tailored training sessions, webinars, or user guides to help clients feel confident and comfortable with the new tools. Leverage Success Stories: Share case studies or testimonials from similar clients to showcase real-world benefits and foster trust in the new features.
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When clients resist new CRM features, it’s like introducing a new gadget - they’re hesitant because it’s unfamiliar. Start by explaining how the new features solve their problems - like saving time or improving customer interactions. Show them real-world examples or demos of the features in action. Address their concerns directly - if they’re worried about complexity, offer simple training. Focus on the bigger picture - how these changes will lead to greater efficiency and better customer relationships. With patience and clarity, they’ll see the value.
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While at Educor, I faced resistance to new CRM features from both staff and clients. To bridge the gap, I organized interactive demonstrations showcasing how these tools streamlined processes, like lead tracking and customer communication. For staff, I held hands-on training sessions, emphasizing how the CRM could reduce manual tasks and enhance efficiency. I also created forums where employees could voice concerns and share feedback, fostering a sense of inclusion. For clients, I presented clear, relatable ROI scenarios, highlighting increased responsiveness and satisfaction. This dual approach of education and collaboration helped turn skepticism into support.
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To address client resistance to new CRM features: Highlight Value: Focus on solving their pain points and improving efficiency. Show ROI: Share data or examples demonstrating cost savings or increased revenue. Offer Demos: Provide hands-on training or visual guides. Please make sure Support: Offer personalized onboarding and a dedicated help desk. Use Testimonials: Share success stories from other users. Gather Feedback: Involve clients in the process to build trust and engagement. Keep communication clear and benefits-focused to encourage adoption.
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1. Understand their concerns. 2. Communicate clear benefit - Many a times it happens that people fail to understand the benefits until you make them realise because of the efforts that's not visible to the end customers. 3. Provide live demos, walkthrough and showcase key KPIs 4. Focus on ROI 5. Offer user adoption, trainings and Support 6. Start small - Suggest a phased rollout or pilot program to allow clients to experience the benefits with minimal risk.
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I agree with your approach. Showing clear benefits, offering training, and sharing success stories are great ways to help clients see the value of new CRM features. It’s all about building confidence and showing real results.
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To help clients understand the benefits of new CRM features, focus on clear communication, address specific concerns, and highlight positive impacts. Clearly explain how the features will solve pain points and improve efficiency. Provide personalized demonstrations and case studies to illustrate real-world benefits. Address any concerns or questions proactively. Emphasize the long-term advantages, such as increased customer satisfaction and revenue growth.
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When clients push back on new technology, I focus on understanding their concerns and addressing them directly. I break down how the new features can simplify their workflows and actually free up time for more meaningful work—especially when it comes to improving patient satisfaction. I also believe in getting hands-on with them, offering personalized training sessions to show how the updates work in practice. And, when possible, I share stories of real-life success to demonstrate how these changes have made a difference for others. At the end of the day, it’s about helping them feel confident and empowered to embrace the new tools, knowing they’ll make a real impact.
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Facing some resistance with Sales: 1. Consistency is key, be consistent on improving your quality. 2. Get customers to open up; Ensure informal talks with clients to get their insights...formal questionnaires tend to make clients lie. 3. Individualization; Human beings are born self absorbed, once you individualize people they feel special and tend to support more than they budgeted to. Make sure you don't overdo this one, it becomes suspicious when overdone
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Here's the text reduced to 700 characters: Clients resist new CRM features due to change, complexity, or perceived lack of value. To overcome this: * Tailor demos: Show how new features solve specific problems. * Highlight time savings: Quantify benefits with real-world examples. * Create a change management plan: Outline changes, timelines, and support. * Offer personalized support: Provide coaching, custom reports, and process mapping. Remember: Show tangible benefits and provide support. Additional tips: * Focus on ROI. * Start small. * Celebrate wins. * Be patient. Help clients overcome resistance and realize the full potential of their CRM investment.
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