CRM systems: The data entry nightmare

When it comes to adopting CRM systems, organizations face one big challenge or what we like to call the data entry nightmare.

The main purpose of installing a CRM system is to have all the critical information that comes from the customer interactions stored in a database, in order to improve many key business activities and outcomes, like product, customer service, revenue and profitability to name a few.

To do so entering that information into the database system is essential. That´s where the data entry nightmare begins: Without timely, complete and accurate information the system is useless. However, the job of those who are expected to provide the input is not data entry and they will resist doing so as they believe it slows down their work process and breaks their rhythm.

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So first of all, everyone using the CRM needs to have a clear idea of why the company decided to use the system and most important, what information is needed to achieve that goal.

Once that is clear, you will be able to identify Key Performance Indicators and evaluate those measures as well as make changes necessary to improve processes.

But going straight to the point, what will you measure, and improve if your people are not entering data in the CRM?

The answer is obvious: Nothing. You will measure nothing or at least nothing significant. However there is something you can do to encourage adoption of your CRM and kill the data entry nightmare.

You can incorporate a set of game mechanics in your CRM. What does this mean? It means you can create achievements and challenges with rules to reward your people for keeping CRM records up to date.

You can include levels, point, badges and rankings as real time feedback. You can create a one day challenge or monthly missions. Why would this work? Because people like having a goal and immediate feedback and recognition for their work. It’s human nature.

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CRM systems: The data entry nightmare