5 Top Tips to Get Your Users Excited About CRM (Again)

5 Top Tips to Get Your Users Excited About CRM (Again)

Are your CRM users suffering from that “end of the year” feeling? Are they struggling to remain excited with the holiday season in full swing? This is a common experience many organizations have, but that’s no excuse to let it persist!

As your CRM users return from the holidays in the New Year, there are many ways you can reinvigorate them. It’s time to get them excited about CRM again!

Here are five top tips to make it happen…


1. Clean Up Your CRM Data

Nobody likes “dirty” data. As a CRM manager, it’s not up to you alone to go in and clean up your data. Your CRM users should make cleaning up the system routine.

When things are fresh, users have a clear insight into CRM and its happenings. If a manager goes in and does all the work for them, this doesn’t give them a reason to go in and do it themselves, or even use it at all. If one person takes over every process, user adoption becomes siloed, and if data gets “dirty” and no one cleans things up, user adoption is poised to fail.

Start your CRM “spring cleaning” early in January!


5 Top Tips to Get Your Users Excited About CRM (Again)

5 Top Tips to Get Your Users Excited About CRM (Again)

2. Get Back on Top of IT Implications

Have you forgotten IT throughout your CRM journey? You’re not the first and won’t be the last company to have this happen.

Don’t fret, just get back on top of it! When CRM is first implemented, many CRM sponsors forget to involve IT and learn how it will affect them. This often causes disengagement and encourages a lack in user adoption.

In the New Year (or even before then), check in with IT to learn how the system affects them now compared to when you first implemented the system, how/if it benefits them, how it can be improved, etc.

Always consider the end-user when it comes to CRM engagement.


3. Re-engage yourself

Yes, you! We’re talking to you, leadership and executives. If you have lost your own excitement for CRM, this can easily reflect onto your team. You set the bar and expectations.

If your team sees you aren’t engaged, they may not see a reason to be engaged themselves. Set a good example!

Once you implement CRM, it should be an integral and core part of your business. You get what you give with CRM.


5 Top Tips to Get Your Users Excited About CRM (Again)

4. Look at Your Team vs. Individuals

The ripple effect is very real for CRM users…

When one user is disengaged, it’s easy for others to pick up and absorb that energy and follow suit.

In no way do we encourage you to use CRM as “Big Brother,” but we do encourage you to check in to see the login frequency of your team. Do this a healthy amount of times throughout the week or month, whatever you think is best.

Avoid micro-management when it comes to getting your users excited and gaining high and continuous CRM user adoption. Users should be logging in to CRM every day. CRM shouldn’t drive anyone crazy. It should be a helpful tool you enjoy using to properly manage your business processes.

Empower your team with a great perspective on CRM!


5 Top Tips to Get Your Users Excited About CRM (Again)5. Redefine Your Goals

A lack of CRM user excitement and/or adoption may be a result of unclear goals. Re-establish your reasons for using CRM. Redefine your process and strategy.

Ask yourselves questions like:

  • What is its purpose for your organization?
  • What are your objectives with it?
  • What responsibilities should each individual uphold in the New Year?

Ask questions like these among your team, during team meetings, 1-2-1 mentoring or coaching sessions, or via survey. Asking for their input establishes a sense of respect.

Gaining their input is invaluable. The system should be molded to your team’s needs, after all. The best way to ensure it is, is to ask!

CRM is always changing, so the answers may change as you go, but overall, the themes of your objectives will remain the same – to drive business success and transform your business into a more productive and profitable unit.

Check-in on an appropriate cadence of your decision throughout the year to ensure you’re on the right track.


If you liked these tips, get more details and five more useful tips for reinvigorating CRM user excitement in the eBook, “10 Expert CRM Tips to Get Your Users Excited About CRM (Again).”

Download your complimentary copy here.

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