Tips to Increase User Adoption for Your CRM

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Tips to increase User adoption for your CRM 2

(Updated on July 2021) 

[Increasing user adoption is the most prominent goal for any CRM provider. Salesforce specializes in providing ease of use to their customers. This makes the onboarding process for any client easier. You can employ different tips and tricks to ease CRM implementation in your business.] 

It’s always exciting when you implement a CRM at your company for the first time. After its implementation, you start expecting that your business will immediately get more customers and grow at a good pace. There is no magic to it. It isn’t that easy and doesn’t work that way!

CRM can be customized to an extent so that it is able to handle major aspects of your business by itself. But if not trained or catered to properly, you will realize that only a few users heartily adopt the CRM system and use it to its fullest capabilities. The rest are always reluctant to adapt to new ways of doing things. After all, a majority of us abhor change.

User adoption is a recurring challenge when it comes to CRM deployment. Slow or low user adoption has been cited as the top contributor to the list of things due to which CRM deployments fail to achieve their goals.

To improve the chances of successful business implementation in your company, here are a few tips to mitigate any user-adoption challenges you might face

Limit Features Set in the Beginning

There are lots of features available for a CRM system, and the list may be infinite. But introducing too many features initially can be overwhelming, and the users might lose interest quickly. The best way is to introduce a limited set in the beginning. Then, train your users to get proficient and accustomed to those features to the fullest. A step by step process is better. Over time, you can roll out more features that would benefit your business.

Bring Together the Right Project Team & Encourage Them

The project team has the role of identifying and fixing slow user adoption. Therefore, assembling the right project team is a must. People pay attention to what the leadership says or does, and if your leadership is active in the CRM learning process and deployment, your team will follow. Ergo, it’s important to actively engage leadership in the CRM and ensure that they are acting as proper activists for the system.

Involve Your Users from Start to Finish

It is important to get your team involved from the start and including them in the decision-making process throughout the implementation. This is necessary so as to prepare them for the system to come and instill some sense of ownership.

Train Your Users

Don’t try to skip the training part. For users to get better accustomed to the system, training is rather important.

To maximize the results of CRM training, users should be taught how to use every part of the system that they will be required to utilize in the CRM. Users should be trained regularly, every time a new feature being introduced so as to keep them up-to-date with the system.

Documentation Should Be Accessible and Up-To-Date

Detailed process documentation is essential and should be readily available at all times. Throughout the implementation, your documentation should be updated with the changes in processes, etc. at all times. This documentation should be readily accessible to users, who can refer to it at times for knowledge.

User Adoption to Be Encouraged at All Levels of Management

From the CEO to the occasional supervisors, everyone should know how to use the system. This encourages the other members of the organization to learn the system as well.

Risk Management

You might encounter risks throughout the journey. It is important to cater to those issues proactively. Risk management is the process of identifying and measuring potential risks, implementing strategies to manage them, and creating plans to prevent further risks. Risk management is one of the best ways to reduce the chances of bigger problems popping up. So proper planning reduces the chances of big risks and assures that your project will be completed on time and on budget.

Keep an eye out for Improvements

It is important that you keep an eye out and pay attention to any update releases for your CRM platform. Vendors like SugarCRM release regular updates throughout the year, and these changes could impact your processes, probably even helping improve them. Keeping your system and your team up to date will be a good step throughout the process.

Ensure High Data Quality

Businesses require accurate reports for analysis purposes. This can only be possible with accurate data. Incorrect data will be costly for the business in the long term. The system won’t have much usefulness, which can result in low user adoption.

Implement these tips now to get the best CRM ROI.

Rolustech is an Official Salesforce Partner firm and has completed several projects in Salesforce Integration, Customization, Implementation, and more. Contact us now for a FREE Business Analysis. We will be glad to assist you!