3 Tips to Improve CRM Adoption Rates

Published December 18 2017 by Kelly McDonald
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CRM is an invaluable tool. Its ease of use and seamless integration with other business applications and tools have helped businesses of all sizes transform their operations. However, even with the most easily learned CRM systems, there can be a real struggle with adoption rates.

Research has shown that one the biggest reasons why CRM fails is lack of adoption among users. No CRM systems, regardless of size, will help you achieve your business objectives if your employees don't use it.

To get the most out of your CRM initiative, you need to get your employees to embrace and adopt it. Here are top 3 tips to help you improve your CRM adoption rates:

#1 Make Sure Your CRM System is Easy to Use

The purpose of CRM is to make business more efficient and more productive. Thus, your CRM system should make life easier for your employees and not the other way round.

A simple, intuitive user interface will encourage and promote adoption.

#2 Train Your Employees

Training your employees on the proper use of CRM system is critical to success. Training should occur during and after implementation to ensure there is a complete understanding of the new system.

The training should, however, be tailored to the role and experience level of each employee. This will help your employees learn faster, and in turn, reduce training time and costs.

#3 Tie Your CRM Initiative to Business Goals

What are the most important business outcomes you'd like to achieve? How can the use of CRM measure and monitor tactics that will help you achieve that outcome? Ultimately you'll need to tie CRM to both the tactics and the outcomes your business is targeting so you can measure the effectiveness of your efforts.

Check out this video that highlights top tips that will improve CRM adoption:

Please reach out here if you'd like to discuss your CRM initiatives and how to increase your adoption.

Kelly is a customer advocate who dedicates herself to her customers’ success. Her CRM expertise is unparalleled. With her diverse background including her tenure as a CPA, she demonstrates strong financial and competitive analysis that helps drive strong business outcomes for her clients.

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