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Contact Management Software
Act
Shadow introduction
- Set up a shadow period, where the new system operates in tandem with old systems.
- This gives people a chance to try out the new way of doing things, without having to abandon their old contact tools overnight.
- Don't let a shadow period drag on for too long. Set a date for going live with the new system, and stick to it.
Implement
- Encourage staff involvement and feedback, this will help smooth implementation, as staff buy-in can make or break a technology project.
- Plan how you are going to maintain your contact management system - it will only remain useful if you keep it up-to-date.
Evaluate
- Monitor and review the impact on your business and against your objectives.
- Get feedback from staff, customers and suppliers on the changes.
- Evaluate the impact after 6 months and 1 year. Have you achieved your objectives? Establish how you could improve things further.
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