Use CRM to Shorten Ramp-Up Times and Client Awareness of New Hires

As companies look to grow market share or enter new markets, they often hire new staff. Many times, though, the addition of more personnel does not always lead to more work getting done overall, less workload for others, enhanced client service, or better territory coverage. The reason for these unanticipated, unintended, and unfortunate consequences is that firms’ technology infrastructure or lack thereof is impeding employee productivity and progress as the organization grows. In particular, companies without a leading-edge CRM system in place experience significant challenges when onboarding new employees. After all, learning a new role and a new organizational hierarchy and culture can be hard enough in itself. Complicating matters, a new hire without CRM is going to struggle to get up to speed quickly, regardless if she was brought on due to a new role or division being created, a firm experiencing enormous growth, or a department undergoing high turnover.

Below, I have summarized some of the negatives a new hire will face without CRM and contrasted them with some of the pluses she will have if a robust, intuitive CRM platform, such as Microsoft Dynamics CRM, is available.

As the new employee comes onboard without CRM, he probably will not be the only one struggling to locate data on clients, prospects, opportunities, and cases due to the abundance of legacy, disparate systems and delayed or non-existent information flow between various departments and channels. Lack of visibility into all client and stakeholder relationships results in too much administrative work done in a vacuum and excessive duplication. Client trust diminishes, especially if ongoing turnover compounds these operational bottlenecks and inefficiencies. On the other hand, Microsoft Dynamics CRM streamlines and automates common sales, marketing, and service processes and gives employees, particularly new hires, the information that they need to succeed. Working within a familiar Microsoft Office user interface, new employees do not struggle to learn the system. Instead, they can find key background info on customers and partners and come across as if they have been with the firm managing their sales territory for over a decade. As a result, less time training on CRM means more time spent forming tight alliances with new teammates and helping and growing the customer base. The resulting productivity and performance gains from CRM thereby justify the hiring of the new staff.

Available as an online or on-premises solution, Microsoft Dynamics CRM offers the power of choice and productivity in route to a lower TCO from end to end. Please visit to see how we can help you get CRM up and running quickly and leverage the infinite configurability of the system to meet the unique requirements and goals of your growing team.