6 Best Practices to Improve CRM User Adoption

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Customer relationship management (CRM) systems have become an essential tool for businesses of all sizes, enabling them to manage customer interactions, streamline sales processes, and enhance customer satisfaction. However, successfully implementing a CRM system and achieving high CRM adoption rates can be a challenge. To overcome these challenges and maximize the benefits of your CRM investment, it’s crucial to implement strategies that encourage user engagement and address the underlying challenges that hinder adoption.

Step 1: Selecting the Right CRM Solution

The first step towards successful CRM adoption is choosing a CRM solution that aligns seamlessly with your company’s unique needs and processes. Consider important factors such as ease of use, budget, and integration.

Step 2: Get User Input

Don’t start on the CRM implementation journey without consulting the people who will be using the system on a daily basis. Involve key stakeholders and potential users in the CRM selection process. This ultimately leads to them seeing more value in the product because they were part of the selection process.

Step 3: Nail the Training

Comprehensive training is the cornerstone of ensuring that users are comfortable and confident using the new CRM system. Make sure training accommodates different learning styles, is ongoing, and is readily available for users.

Step 4: Streamlining Data Migration and Integration

Data migration can be a daunting task, and if not handled properly, it can lead to data inconsistencies and inaccuracies. To minimize disruption and ensure data integrity, streamline the data migration process by using data cleansing tools and have clear policies on data entry and validation.

Step 5: Embracing Change Management

Implementing a new CRM system often disrupts established workflows and routines, making it easy for resistance to arise. To counter this resistance and foster a positive attitude towards the new system, implement an effective change management plan that addresses user concerns and encourages open communication. Appoint a change management champion to serve as a resource and voice for other users.

Step 6: Leveraging Digital Adoption Platforms (DAPs)

Digital Adoption Platforms (DAPs) are software solutions designed to help organizations improve CRM user adoption. DAPs lay over a platform to provide in-context guidance, in the form of walkthroughs, inline help, searchable articles, videos, etc.

Additional Tips

DAPs help users to become proficient CRM users quickly and effectively. A DAP is one of the greatest factors in maximizing the return on your CRM investment since it helps users adopt quickly and reduces reliance on support.

Here are some examples of where a DAP would come in handy:

  • Users could be onboarded with an interactive walkthrough that introduces them to the new CRM
  • When users need assistance, they could search through DAP articles to find their answer, rather than relying on support. By searching for help within the context of the platform, they avoid distraction.
  • Users could be given pointers on guidelines for specific fields
  • Management could communicate important announcements within the app, rather than relying on email.


Sticking the landing on CRM adoption is vital. It boosts user morale (since they quickly see the benefits of the new tool) and it gets you a better return on your investment. Remember, CRM adoption is an ongoing journey, not a one-time event. Continuously provide training, gather user feedback, and refine your processes to ensure that CRM remains a valuable tool for your organization.

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