In my personal experience as a CRM consultant, the question of end user adoption comes down to 4 simple matters – and most of these are “management issues” rather than “system issues“. In this article we cover several CRM best practices – adoption oriented.
(1) TOP DOWN BUY IN FOR THE CRM SYSTEM
If your upper management isn’t using the system or doesn’t understand it, then I would say they dont’ really care about it. And this perception will be felt throughout the user base. The last thing you want is for users to feel like the CRM is simply an accountability system or only for the pawns of the company.
(2) IMMEDIATE EXPECTATIONS
People need to get over the usage hump immediately. Don’t wait one or two weeks. Bottom line, this is change, and it is definitely uncomfortable. If you let down your expectations at the beginning, then forget about your success! At the beginning they have gone through training and it is somewhat fresh in their minds. If they don’t implement the knowledge immediately, then they will forget it within a few days.
(3) NICE GUY MANAGER
This goes hand in hand with the above point. If you aren’t willing to ruffle some feathers, then kiss your investment goodbye. This is particularly challenging when it comes to employees with longevity, especially successful sales reps. They feel like they don’t need to use the system. And you are scared to make them upset. Keep in mind that if you allow those exceptions, then the other users will also find a way to use the system less than needed. I guarantee you that your CRM project will fail if you like being Mr. Nice Guy.
(4) CRM USAGE REPORTS
You can easily create some usage reports. KPIs can include the following:
- - Who is entering the most/least activities?
- - Who is entering the most/least new records?
- - Who is logging the most/least histories or notes?
- - etc…
You get the picture. Create some simple KPI’s and look at them each week. If you like, you can even automate a report that will get emailed to the users – showing them who is and is not really using the system. There is power in peer pressure.
But these KPI reports are not just useful for accountability. They, more importantly, reveal areas where the users do not feel comfortable with the system. This provides an excellent opportunity to do refresher trainings. We recommend weekly refreshers at the beginning of each CRM implementation. Keep these refreshers focused on the areas of the system that employees are not really using. Ask them if why they aren’t using these functions. You might be surprised at their answers! Then you can launch into your explanation.
Video – CRM Best Practices - Adoption Strategy
Bonus: Free Microsoft CRM Evaluation
Click here to download our Free Microsoft Dynamics CRM Analysis.
Topics addressed include:
- Salesforce.com vs Microsoft CRM
- Pros and Cons of SaaS vs On-premise CRM
- Crucial User Adoption Factors
- Total Cost of Ownership of Microsoft CRM
Free TCO Calculator for CRM Projects
Click here to access our Free CRM TCO Calculator Tool.
With this tool, you will be able to identify the key TCO line items that are relevant for any CRM implementation. We have also included data for comparing CRM software systems such as Microsoft CRM, Salesforce.com, SugarCRM, Sage CRM, Sage SalesLogix and more. You will be able to view the 5 Year Total Cost of Ownership for both SaaS (Online/On-Demand) and Licensed (On-premise) pricing models.
TCO line items include:
- Annual License/User price
- Hardware (incl. Server and Users)
- and much more.
Free Bonus Excel Tool to Compare CRM Systems
Click here to download our Free Excel CRM Comparison Tool.
With this tool, you will be able to identify the key similarilites and differences between 9 of the top CRM systems, including Microsoft Dynamics CRM, Sage SalesLogix, GoldMine, Sage ACT!, Pivotal and more.
Comparison Topics include:
- Key CRM Features
- Pricing (Licensing, etc..)
- Available Modules (e.g. SFA, Marketing, Service, etc)
- Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more.
- Hardware and Network support (Microsoft, Linux, etc…)
Microsoft Dynamics CRM Review Webinars
Join us for our webinar series as we explore the points outlined below – and hope to provide you valuable insight about this top-rated CRM solution. We hope that our comparison with Salesforce.com will help you on in your CRM evaluation.
Search terms for Compare CRM:
- crm adoption best practices (15)
- Powered by Article Dashboard adoption agency (15)
- crm user adoption best practices (2)
Read more about Mark on our About Us page. Google
Latest posts by Mark Shaw (see all)
- Microsoft CRM vs Salesforce – Review and CRM Comparison - February 13, 2015
- Capsule CRM vs Highrise CRM – Comparison and Review - March 5, 2014
- Zoho CRM vs Highrise CRM – Review and Comparison - March 1, 2014