Getting your team to get on board with your new CRM system can sometimes be a tough challenge. It is not just a technological hurdle  it is a psychological one. People do not want to change their habits and they do not want to learn new things  especially when it takes them out of their comfort zone.

You have to get your sales staff, customer service staff, and administrators excited about it. How do you motivate them? How do you get them to adopt your fancy new CRM system? Let’s dig into what you can do to speed things along. The faster you get your team using the new CRM system, the more the money you have spent is working for you.

Let them know what you have in mind

Be clear about the goals you are setting and why you are shifting to the new CRM system. If they are on the same page with you, then everyone will know why you are switching. It will be easier to make the change. Do not just tell them what to do. Tell them why they are doing it. Then, they will even come up with new ways of reaching the goals you are shooting for. Give them a crystal clear rationale. Make them understand in the simplest terms possible.

Hold them accountable and stir up some competition

It is important that you hold each person accountable. You do not want them to get away with making errors or using the software the wrong way. Track each user. Log everything everyone is doing. It will pay off in the long run. If they are not held accountable, they might not use it correctly. Empower them to use it the right way, too. Teach them how you want them to use it. Finally, set up a little competition. Reward the best people and encourage the others to keep going and do better next time.

Demonstrate your results

Look for every opportunity to highlight the good effects and positive performance that the CRM has generated. If you can showcase real results, your sales staff will be more likely to personally adopt the CRM. Once they like it, they will naturally do better at it. If they think they are getting somewhere by using it, they will want to use it a lot more, and that should help performance.