The strength of a company’s sales force automation often depends on their ability to successfully train their employees in customer relationship management (CRM).
CRM programs have transformed the way companies retain, evaluate, and interact with customers, helping salespeople “capitalize on improved customer relations.” And that’s a good thing. Robert Shaw, in his book, “Computer-Aided Marketing and Selling,” defines a CRM as “a system for managing a company’s interactions with current and future customers . . . using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.”
The catch is that getting your employees to embrace a new system is about as easy as convincing a five-year-old that the dentist is his friend. At some companies (such as call-centers) employees are known to complain about their CRM on a daily basis. It crashed again. It doesn’t have the features they need. They have to open 17 different windows just to field one service request or sales call.
A CSO Insights study of over 1,000 companies showed that less than 40 percent of the companies achieved CRM adoption rates over 90 percent. A separate study by Really Simple Systems showed that for 80 percent of senior executives their biggest challenge is convincing employees to use new CRM technology.
Compendium of failures
There are many reasons for the discrepancy between company investment in CRM software and low user adopton rates. Here are some of the most common:
Excessive features: Sometimes complexity can be overwhelming, even frivolous, to a user. If you choose software that offers too many features and no ability to disable or conceal the extra ones, you lose functionality. Butler Group reports that, of the CRM features paid for by businesses, only about 50 percent are actually used.
Lack of Integration: Conversely, a shortage of features reduces the utility of a system, leading to workflow redundancy (having to use the old programs or methods). If you have to open a separate back office program to perform a function that’s still in testing with the new CRM, you’re working inefficiently.
No end-user input: You can’t choose software for salespeople without getting input from salespeople. You can’t choose software for salespeople without getting input from salespeople. The selection process should incorporate both vertical and horizontal knowledge from within the company.
Unquantifiable Results: It’s hard to know how successfully your employees are adopting the new CRM software if you don’t have a specific way of measuring it. You’ll also need to strategize ways of tracking the business ROI for the particular product you’ve chosen.
In addition to avoiding these common pitfalls, you’ll also want to be familiar with best practices. Here are five tips for ensuring smooth adoption.
Five ways to increase adoption
1) Pick the right CRM
Select a software that’s designed with adoption in mind and has a successful history. Make sure it has the right amount of integrated features for your company’s needs, and try to find a product that aligns with your team’s existing workflows so the transfer isn’t too jarring.
2) Equip employees to operate it
This means training them before the drop date, and continuing to train them after. Jim Dickie, CSO Insights partner, says “When you implement CRM, you are asking users to change how they do their jobs.” With that in mind, try implementing in stages instead of all at once, or give a grace period for your sales force to get acclimated. Most importantly, make sure they have resources to turn to for help, whether this is built-in tech support or an easy way for them to communicate with your IT department.
3) Make your end-user your customer
Before you start projecting profits from boosted sales, retention, and efficiency, you need to sell the CRM to your sales force. Think of the end-user as a “customer” or “client,” and focus on getting them to buy in on the change. You can do this by incorporating their input into the purchasing decision, asking them what features they would find most helpful, and setting up team meetings to discuss how the software will streamline their workflow.
4) Don’t let it go on auto-pilot
Don’t ever sit down and breathe a sigh of relief and think, “It’s done.” Because it isn’t. You’ll need to maintain a scaffolding of control even after you’ve gotten your team to adopt the program. Soffront Software, in their white paper on CRM adoption, recommends “elect[ing] a ‘champion’ from the department who will own CRM . . . and evangelize CRM within the organization.” Or you could take a broader approach and choose a department to be responsible for CRM project management.
5) Incentivize Adoption
If you want to encourage new behavior, you don’t just command that it has to be done, right? You offer an incentive, or some form of positive motivation. Likewise, you can encourage CRM usage by rewarding top performers with payouts for inputting the most data or making sales using specific features of the program. Spotlight these reps so that others will be motivated to match their efforts. This will, of course, require that you establish a few tangible KPIs for user adoption (time spent, data entered, frequency of log-ins, etc.).
CRM programs can be a powerful tool if you take a thorough, strategic approach. Remember, the goal here isn’t sales force automation; it’s equipping every single one of your employees to offer the best quality service to each customer with whom they interact.
Top CRM Software Recommendations
Kintone’s no-code platform lets sales teams easily build a custom CRM to track prospect data, task handoffs, and pipeline insights in one central place. Create database apps outfitted with the unique information you need to know about your prospects–and then connect those apps with customizable workflows that let you assign and track those future customers from lead capture to close. Over 23,000 companies trust Kintone to achieve their business goals.
HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects, and get paid all in one place. With our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. It's like your own personal assistant. Small business owners and freelancers have used HoneyBook to increase their bookings and save time.
Really Simple Systems CRM helps you work smarter by managing and tracking your sales leads and customers, letting you get on with growing your business. Designed for growing teams B2B, our CRM is super-easy to set up and simple to use - with exceptional customer service. There’s a customizable Sales CRM, plus options for Marketing and Service tools and external app integrations - so everything is in one place, enabling great team collaboration and customer relationships that drive sales growth.
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