Whether you are rolling out a new CRM system or trying to
enhance the adoption or participation with your current system, effective communication
is key. At most firms, you've really got to talk it up. In some firms, you may have to shout it from the rooftop.
Communication has to be both effective
and ongoing because CRM is not simply a rollout, initiative or a project. Rather it’s
a fundamental change – and improvement – in how the firm manages the most important
assets it has: its relationships. Firms that think of CRM this way are always more successful.
The first message your end users need to hear, of course, is why CRM is important for the firm. Even more important though, they need to know what’s in it for them.
No matter how dedicated a group of end users you may have, if there is no
benefit to them as a result of using the CRM system, getting adoption will be
challenging. OK, I know, a couple of you may be asking, “What if my law firm
is not filled with compliant, tech savvy, early adopters who take direction well
and are always eager to spend time on fun things like CRM?” Well, if you don't have the luxury of working at the Fantasy Law Firm, communication
will be even more important.
So what kinds of benefits might we be talking about…?