Two things need to be done: 1. Every RevOps person needs to shadow a Sales Rep every month. This will show the RevOps team what’s actually being done and help the rep with some low-hanging fruit they never thought was possible. 2. Minimize the impact on their workflows. For example, regardless of new fields and stages, if you leverage a solution like Leadbeam, you'll still be able to turn unstructured voice notes into filled-out fields and activate your workflows regardless of what was implemented.

Updates are really important but at the same time it can be frustrating but to streamline this process one best and easy way which I think , daily briefing, this is very easy to communicate with our colleagues discuss with them pros cons and boost them with their new energy .

To streamline the feedback process for sales reps regarding CRM updates, we recommend implementing a structured feedback form within the CRM for easy access. This allows quick submission of thoughts directly from the dashboard. Additionally, regular brief meetings can provide a platform for discussing feedback and potential solutions. Establishing a dedicated communication channel, like a Slack group or email thread, enables real-time reporting of CRM issues and fosters collaboration. We prioritize CRM feedback by encouraging sales reps to share their experiences and reviewing feedback regularly in meetings, categorizing it by urgency for timely responses and continuous improvement.

Para agilizar o processo de feedback dos representantes de vendas frustrados com o CRM, simplifique o sistema, reduzindo campos obrigatórios e etapas desnecessárias. Automatize processos e integre ferramentas para reduzir trabalho manual. Ofereça treinamentos focados no uso eficiente e garanta que o CRM seja mobile-friendly, facilitando atualizações. Crie canais de feedback contínuo e implemente melhorias com base nas sugestões. Isso tornará o CRM mais eficiente e melhorará a satisfação dos representantes de vendas.

In order to facilitate the process of gathering feedback on CRM updates, it is advisable to establish a dedicated platform for sales representatives to articulate their concerns, possibly in the form of a concise survey or a shared document. It is recommended to organize regular feedback sessions, affording representatives the opportunity to openly deliberate the challenges they encounter. To ensure that their feedback is duly acknowledged and addressed, the assignment of a designated individual to oversee CRM improvements is essential. Sustaining lucid and transparent communication by keeping the team informed of the ongoing changes is pivotal in demonstrating the significance of their input.