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.