3 Common Missteps Moving Companies Make During CRM Migration

Switching to a new CRM for your moving business can be a tedious transition to navigate. It’s important to avoid making common mistakes in order to ensure a smooth changeover.

1. Misjudging the Learning Curve

Learning the complete back end of a new software is hard. Don’t underestimate the extent to which you will need to exercise your memory while consuming all of the settings and functionalities of your new moving CRM. Setting aside ample time to dedicate to the set up of your new software NOW will save you a headache in the future. This goes especially for anyone who isn’t tech-savvy. We know that as the owner of a moving company you’re really busy, but it will be worth it in the long run if you schedule the time now to stay ahead of the learning curve.

2. Putting the Cart Before the Horse

Prior to switching to a new CRM you most likely have a system in place that you and your employees are used to. Unfortunately, not all moving software will be able to accommodate your general workflow. Don’t rush going “live” with your new moving software until you have developed a thorough comprehension of the inner workings of your new CRM.

By taking your time to build a better workflow with your team you can make sure they are trained properly before jumping right into the system. During a major adjustment it is so much easier when everyone is on the same page by the time day one of using your new moving CRM rolls around.

3. Not Taking Advantage of CRM Resources

Remember: your software company is there to help YOU. With Elromco’s Moveboard CRM you have a dedicated trainer to assist you in the onboarding process to offer complete background knowledge of your Moveboard CRM. After training is complete, you will have access to your trainer and the customer support team whenever necessary through the support line and a live chat you can access right through Elromco’s Moveboard.

Your moving CRM should also have a knowledge base associated with it, which includes articles and explanations for specific functions. This can be a great source of information as you start using your new moving software.

It is imperative that you fully understand the system you are using to successfully run your business and avoid any hiccups. Make sure you avoid making common mistakes during your migration to a new CRM.