Your Customer Relationship Management (CRM) system won’t give you the results you want if you fail to integrate its functions into the daily work of your team. It is up to your team to make sure that they know how to use the system to its best effect.

It’s time to start training employees to adapt to your new technology.

Follow this roadmap to facilitate the process of adapting your team to your CRM system.

1. Sell the system to your team

Start training your employees even before implementing your CRM program. In that way you will increase your employees’ expectations. Providing tips before the first contact with the application will facilitate the work that comes later.

Do not forget to introduce them to the benefits of the program. Convince and promise them that their performance will improve.

2. Introduce the new technology

All employees should know how each of the system processes works: adding new leads, how to create quotes, and what format will be used for uploading information. You must provide them with the necessary CRM training.

Apply various training approaches to reach all of your team, from classroom training to virtual webinars.

3. Continuous learning

Training your employees to use your CRM is not a one time learning experience. You need to constantly update your employee’s knowledge.

4. Choose the CRM that best suits to existing & proven systems

Work closely with your CRM provider to adapt the new system to your requirements as much as possible. This will help the whole team to adapt quickly to your CRM system. This will get them into the habit of using it every day.

5. Include your team in effective decision-making

Nothing encourages your sales employees more than when they can review the company’s sales operations from data from your CRM system. Allow them to express their opinion of the functions of the system. Allow them to be critical. Make sure that employees have the opportunity to say what functions do not make sense.

6. Make sure you have technical support

Have manual guides available that contain enough information to make your employees feel safer when handling the system. Avoid having to resort to technical support whenever a problem arises. Try to find a permanent solution for common problems.

7. Include only the most needed features

The simpler the system is, the easier it will be to train your employees. In addition, the adaptation process will be easier if you limit yourself to include only those functions essential to achieving your immediate company goals.

8. Offer incentives

If you find that the training of the CRM integration is too complicated provide some incentives to encourage better use of your CRM system. Convince them that this will help them improve their performance.