One of the best ways to increase CRM adoption is to ensure that the CRM is a vital aspect of how your users do their job. As in, they can’t do their job without it. It should be a natural part of your processes, not something extra to do. Here are a few ways you can better incorporate your CRM into your daily work interactions:
- Build a dashboard with KPIs for individuals/teams and review metrics during meetings straight from the dashboard
- Use Sugar Connect to log emails and view, create, and edit CRM information direct from the your Gmail or Outlook inbox.
- Link others to reports in CRM vs. downloading and sending a file
What tips would you give to others to increase CRM usage?