Increase CRM User Adoption With These Top 8 Tactics

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Increase CRM User Adoption With These Top 8 Tactics
by Anastasiia Dyshkant

This article was updated on April 5, 2021.


We are in the era of CRM solutions, where most businesses use a CRM system to handle various aspects of their business. The biggest obstacle for companies using this program, however, is the adoption of CRM.


The steps to adopting your new CRM are easy with this guide. Especially with our presentations on our Onboarding and Guided Services


If you’re feeling overwhelmed with your new CRM and need help adapting to it, check out one of the two presentations above! Read on for the best ways to increase your CRM user adoption experience. 



involve the employees on the planning process

When the employees participate in your search for a CRM solution, they will be more interested in the project and have a greater interest in using the program effectively. Making your CRM purchasing decision a team effort definitely will improve the level of CRM adoption.


Ask them which aspects of their work need the most time. Staff from almost every department in your company may use your CRM tool, so be sure to receive feedback from employees in marketing, sales,  customer service, etc. Collect the feedback to start creating a simple image of the needs of your teams.


CRM software is beneficial for executives and managers. They do not use the program as extensively as other colleagues, but they want to have an uninterrupted view of the results of any team’s actions.



make sure the system is easy to use

The CRM must make life easier, not harder for the users. Therefore, the company’s CRM administrator will adapt the solution to reflect how the users operate, rather than the other way around. Users hate interfaces overloaded with irrelevant material, so leave only those options your team needs today.


The critical point of the CRM platform isn’t to hinder but to boost performance and profitability. The CRM must be customized to meet the users’ needs instead of needing to adapt their processes to the solution. 



integrate the crm

It would be best to consider integrating the CRM program to improve the adoption rates for end-user CRMs. You’ll be pleased to know that CRM software works with all sorts of third-party vendors to streamline all of your data across various areas of your business.


It ensures that you don’t have to export or import data manually between, for example, the CRM and ERP (Enterprise Resource Planning) systems. You’ll save time by integrating the CRM program that you’d spend doing repetitive tasks.



ensure your team has mobile access

For so many employees operating remotely and on the go, it’s imperative to choose a CRM system that provides mobile access. Mobile connectivity helps users to work and never miss a beat while on the go. 


When our workforce is becoming increasingly mobile, creating some business processes that are in line with this new human activity makes sense.


It can improve by making the desktop and mobile CRM applications user-friendly. Empower your end-user by enabling him to remotely control his tool using his portable computer, laptop, or smartphone.



personalize and simplify your CRM

You don’t have to use the latest CRM platform in the same way other businesses have used it. If your company is unique, your customer relationship management tool should be as well. 


Personalize and customize this resource by creating fields, titles, workflows, etc., compatible with your business processes. The importance of turning down the CRM adoption plan will be the prime concern.



create a routine guide

A CRM workflow guide explains what kind of data the users will gather, how, and who is responsible in the CRM program. It also confirms the behavior and attitudes that you want your end-users to take to meet business goals.


Make sure to regularly update this routine guide to represent improvements, either in the CRM due to updates or new procedures that you have agreed. All the users should have easy access to the guide. A few right places to keep it might be on your internal network, your CRM’s main project, or on a shared drive.



train your team members

Set aside time for training your employees. You may also want to build specialized training for the various business processes. For example, a marketing professional should learn how to register and master lead scoring. A salesperson needs to know how to make a sale and follow a specified sales process.


Keep in mind that a CRM program includes several functions, so it can be challenging to learn them all in one go. Thus a continuous cycle of more frequent and shorter sessions is better than a long period of training. Provide regular exercise as time goes by; move on to more advanced features and processes when the basics are in place and well established.



reward users

Study how your staff used the CRM program, and talk about rewarding those who use it well. The scheme of rewards is a perfect way of keeping everybody going in the same direction. 


For example, you might look at how many outgoing calls a person has recorded in the system, how many leads they have turned into a transaction, and how reliable their data entry is. Then, you should award the best, and make known to others what they did to achieve this reward.



Final Thoughts


Implementing CRM software is not an easy process, and it takes time to get users on board. Nonetheless, if done correctly, it is a significant investment to make and will have long-lasting benefits. By following the above guidelines, the company will get the most out of the program and be on the road to success with CRM.


Please read our blog for more useful tips and tricks.