By : Sarah Hurd | May 23, 2022 | 5 min read

How to Measure the Success of Your CRM User Adoption Strategy

How to Measure the User Adoption Strategy of Your CRM Software System

Implementing a CRM software tool is a great way to improve organizational efficiency. However, you may still experience challenges with user adoption despite most CRMs having user-friendly designs.

Many employees get used to existing business practices and are reluctant when asked to change. That’s why establishing a user adoption strategy is a necessary step from the start.

Keep reading to see how to increase user adoption of your CRM tool.

Start by Creating a Clear User Adoption Strategy

Achieving goals requires putting a user adoption strategy into place. When creating your strategy, you should set measurable goals with specific deadlines. This is essential because, without a clear strategy, employees will default to their previous behaviors.

Make sure to:

  • Appoint a responsible person that will monitor adoption
  • Ensure employees clearly understand the benefits of using the CRM software
  • Host detailed training sessions for better adoption

Taking the correct initial steps is the perfect way to overcome any CRM adoption challenges right from the start. However, once you’ve set everything in place, it’s time to focus on CRM adoption statistics.

Keep Monitoring the Key Factors

Creating a strategy means nothing if you aren’t checking whether people are following it. There are several important factors to monitor to ensure your user adoption strategy is going smoothly.

Let’s explore each of them in more detail.

1. Usage Metrics

The usage metrics clearly show your CRM user adoption rates. The goal here is to monitor how many daily logins your employees are making.

Furthermore, have they made changes in the database? If you notice your employees are making new entries with various details, it’s a good sign.

Pay attention to:

  • Daily, weekly, and monthly user logins
  • Number of contacts created by user
  • Open tasks by assigned role

Examine every individual’s performance to create detailed CRM adoptions statistics.

2. Data Input and Data Quality

The CRM is as effective as the quality of its data. First, the users must enter all the data points. Second, it’s of utmost importance that the data is correct.

User confidence is essential for the success of your CRM user adoption strategy. You’ll grow it by offering professional training and after the users start using the tool as intended.

Luckily, plenty of CRM tools come with analytics showing the quality of the data.

Wrong data is a sign that there are more user adoption challenges.

3. CRM Effectiveness

CRM is there to help you streamline business processes. If there are no improvements with your business processes within a month or two, low user adoption rates could be the cause.

Instead of solely focusing on success metrics, explore how much effort it takes to achieve them. Rely on the built-in analytics to learn more about the tool’s usage. Use the data to create better practices that’ll give more confidence to your employees.

If you notice that any of these three metrics are showing underperformance, worry not. There’s more you can do to help grow the user adoption rates of a CRM in your business.

User Adoption Steps

What Steps to Take If the Adoption is Still Slow

If the user adoption challenges continue to persist, we recommend four different strategies to overcome them.

1. Present the Value of CRM

Gather your teams and present all the benefits of using a CRM tool. Provide a deep level of detail so your workforce understands how they’ll be able to benefit the most.

Provide examples of the benefits of CRM by showing users how their workload will reduce over time. Furthermore, present the opportunity to adopt a CRM tool as a personal achievement and a valuable skill for the future.

Presenting the value of the system in every way will motivate your employees to adopt the tool. It’s a vital step towards achieving high CRM adoption rates.

2. Automate Data Entry

Manually entering data for thousands of customers is an arduous process. Explore what other third-party tools and templates would let your employees automate the process.

Besides simplifying the whole process, automation will ensure that the correct data is in the CRM system. Taking this step will alleviate a lot of pressure from your employees.

3. Implement Digital Adoption Solutions

If your employees are still having difficulty using the software tool, it’s time to approach their training from a different angle. Digital adoption solutions (DAS) will help them take one step after another over a longer period.

CRM software comes with an abundance of features, and expecting someone to learn them all after a week in training is unrealistic.

On the other hand, implementing DAS can help streamline the process and build up your employees’ confidence.

4. Request Feedback to Learn More

As with any other business process, communication is critical for an effective user adoption strategy.

Encourage your employees to share their feedback openly. Create a schedule that your employees will use to share their CRM adoption challenges. You’ll learn a lot and be able to act accordingly.

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Do you need help creating a CRM user adoption strategy? We’re here to help. Contact us, and our professional team will provide software refreshers, onboarding programs, a training academy and dedicated documentation . Check out Axia, a secret weapon in driving the ongoing value of the CRM and CX software your business uses everyday.