Smoothly Transition to FX Back Office

Helpful advices
11 April 2022

Preparing to adopt a new CRM can be overwhelming. It's a crucial part of your business, and it's important to ensure a smooth transition while getting everyone up to speed efficiently. Our team is here to support you through the preparation and training process, providing all the necessary resources for this significant change. However, there are some simple steps you can take beforehand to make the process even easier.

1. Headcounts and tasks:

    - Take an accurate headcount of staff members who will use the system.

    - Summarize the tasks that each employee needs to carry out.

2. Identify access requirements:

    - Not everyone needs full access to the system.

    - Use the list created earlier to determine each staff member's permissions.

    - Avoid training staff on areas they won't use and control access from the start.

3. Prepare clear instructions:

    - Create a document with clear instructions on where staff can find key information.

    - Divide the instructions into sections and keep them simple.

    - Highlight the most important parts of the CRM and explain their significance.

    - Create separate documents for each part of the CRM as quick reference guides.

4. Repeat the training:

    - Learning new systems takes time, so repeat the training sessions until staff feel confident.

    - Listen to feedback, both formal and informal, to address concerns and engage staff in the process.

    - This approach will result in more confident staff and a faster adoption of the new system.

Don't worry! Our CRM is designed specifically for Forex professionals, and we are confident that we have created a powerful yet user-friendly system.

Added to that, we’re always here to help if you need us, so don’t hesitate to get in touch.