I hate upgrades. I will ignore them for as long as possible. I just want to do it the way I know how to do it. Even if a “better” way exists. Eventually I lose the battle, and change is forced upon me. After verbally abusing the new system for a few weeks, I get used to doing it a different way and forget the drama. Then I even start to like the new system. Until the next upgrade….

So I have empathy for companies that are faced with upgrades to their ERP and CRM systems. Here are a few simple steps I think ERP/CRM partners should take to make upgrade-haters like me more comfortable with the inevitable.