We have an inhouse CRM system which our sales staff have used for years. We have since implemented a new business model which the system is not compatible with. The new system is done but with major improvements including additional data fields, electronic user agreements and much more.
The CEO would like to just import the users over so not to cause any headaches for the sales staff. There are “user fields” in the new system that aren’t in the old one, so importing the users would require leaving details blank that we need.
The suggestion on the table is to have an admin sit down and register each of the users for them. Filling out their details, agreeing to privacy and acceptable use policies, agreeing to our sales schedule (which some but not all users have already agreed to on paper) for them.
Every ounce of me feels like this is a bad idea, but I don’t have anything to validate my opinion. I’m wondering if you have anything to add to my concern, or to explain why it’s really not an issue.
A couple of things to note are; the old system will still be used side by side with the new and the sales agents are independent reps (1099’s).