Once you have selected your system, you can begin planning for the CRM rollout. Don’t make the mistake of attempting a “boil the ocean” implementation, deploying too many features to too many people in too big a hurry. Firm wide rollouts are usually a bad idea because without taking the time to properly test the system, any problems or missteps you run into can be amplified exponentially.
Enroll a Pilot Group for CRM Rollout
Instead, begin with a pilot group of attorneys and assistants who have an interest in participating, are invested in system success and have time to provide the critical feedback that is needed to improve the rollout for the rest of the firm. Most importantly, roll out the system to address the needs and challenges identified during the assessment.
Match System Features to CRM User Needs
Each user group should be exposed to the features of the system that can best address their unique needs. Follow the same plan when moving forward with the broader CRM rollout: deploy in groups that share common goals or objectives and match features to their needs….