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Increasing CRM Usage

Jana Ferguson

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?  

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  • Out of curiousity: How have you arranged the resources/support for the continuous training/functional support of CRM for users? 

    We have 30 organisations globally and during the development and implementation key users have been assigned. However after the implementation they don't seem to have the time next to day to day work to effectively support CRM and its users on a local level. 

  • Sugar Employee Badge in reply to Arie Looije

    Hi Arie, we can cover your questions in our next meeting. But briefly it is important to keep the users engaged: arrange the regular training/update sessions, motivate the users by showing them the value, train and inspire the power users, who can spread their knowledge within the team, enable some mandatory fields to fill in the information, do the forecasting/business update meetings from CRM/based on CRM data etc.

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  • Sugar Employee Badge in reply to Arie Looije

    Hi Arie, we can cover your questions in our next meeting. But briefly it is important to keep the users engaged: arrange the regular training/update sessions, motivate the users by showing them the value, train and inspire the power users, who can spread their knowledge within the team, enable some mandatory fields to fill in the information, do the forecasting/business update meetings from CRM/based on CRM data etc.

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