Six Ways to Get Your Employees to Use CRM Software

29.04.2009

Demonstrate clearly to those involved that the new system being proposed will benefit them. The main resistance to adoption is that end users (i.e. sales people) see CRM as a tool for management to "spy" on them versus being a tool to actually help them sell more. Spend some time explaining how CRM will benefit them directly and not just the company as a whole.

Work the Way They Work

Most sales people use Outlook throughout the day. Discover what sales processes they are already doing within Outlook and then see what can be leveraged into the CRM package. If the product doesn't actually work within Outlook, make sure it at least syncs seamlessly with that program.

Give Them One Piece of the Pie at a Time

Rollout the software implementation gradually to avoid overwhelming the sales force. Begin by entering sales contacts. Once they are familiar with this part of the software, start tracking sales with the new system. Continue the process by having them use the software to generate reports. Do this until they have gradually begun using every function of the new solution in their daily routine.