5 Tips for Improving CRM User Adoption

//5 Tips for Improving CRM User Adoption

5 Tips for Improving CRM User Adoption

2019-07-12T17:00:06+02:00 21 June, 2018|

It is common knowledge that successful CRM – Customer Relation Management – is a work in progress which needs to be constantly improved in every aspect. It is not a section of your business that you can apply short-term plans and instantly expect a miraculous result. Especially when it comes to CRM User Adoption, you need to constantly and consistently put effort into even slightly improving the overall experience. Thus, gamification could help Companies to achieve better results in CRM user adoption.
CRM applications can help increase sales by up to 29%, sales productivity by up to 34% and sales forecast accuracy by 42%. (source: Salesforce)

but:

22% of salespeople still don’t know what a CRM is, and 40% still use informal methods like spreadsheets and email programs to store customer data. (source: HubSpot)

While it does not happen overnight, there are ways that it would be done. Let us give you a few quick tips to improving CRM User Adoption in this article.

Use CRM as a part of everyday work activities

The first step for anyone to adopt to anything is to be as familiar as possible with it. Start by making CRM a part of all the meetings that you do. Make CRM a part of every meeting from small one-on-one meetings to large meetings with many departments involved. For an example, if it is a general sales meeting, you can use CRM to discuss your sales pipeline. There are many innovative and truly practical ways that you can connect CRM to every aspect of your business, which will eventually make it familiar to all the users.

Make it easily accessible

Accessibility is an extremely important part when it comes to CRM User Adoption. Whappy can be easily integrated with already familiar tools that everybody uses. It puts CRM in a more familiar light to the users, making the user adoption faster and easier.

Great System Functioning

Nobody likes to work on a faulty or error-filled system that leads to poor overall performance. Therefore, before you start working on User Adoption, do the necessary work in order to ensure that your system is flawlessly up and running. It is never an easy task to get new users to adopt to a new system, and the poor performance would soon become an excuse for them to not use the system altogether. If that happens, work with them, provide tips on how to make the experience more efficient, and at the same time make sure that all the hardware in the system is updated and that the software is error-free.

Maintain the Quality of Data

A good CRM system is all about clean, credible and easily accessible data. Make sure that all the data is up to date, useful, meaningful and valuable to the users. Remove any duplicate data if available and ensure that each and every data point in the system are equally good in quality. It is important that you make a plan on how to get your unwanted data out, just as much as your plans to get quality data into the system. When the system can be trusted to only have useful data, it is always easier when it comes to user adoption.

User Motivation

Last but not least, the psychological motivation for the end users is also beneficial when it comes to improving CRM user adoption. You can introduce rewards, competitions and public recognition for the best users among their peers to improve the user adoptions successfully.

Note that every single tip is stongly linked to gamification. Using it as a tool will boost motivation and team building. You can fix many problems and remove obstacles. Take a look on our case histories to understand how gamification has been used in Companies just like your.