CRM Adoption Best Practices

Best Practices to Rally CRM Adoption

User adoption is a perennial challenge with CRM software deployments. Slow or low user adoption is a top cited contributing factor to implementations that fail to achieve their objectives, or just fail outright.

In my experience, too many executives see the signs of slow adoption, but naively believe that the staff will ultimately come around. In fact, the opposite is more likely. The longer it takes to achieve acceptance, the more probable the application will fail to become sustainable.

I'd like to say that there are 2 or 3 things to do in order to ensure CRM user adoption. But it's just not that simple.

Here are 12 CRM adoption best practices designed to mitigate user adoption challenges.


Begin with Strategy

Begin with a CRM strategy that paints a clear vision, acts as a roadmap and starts with the three core building blocks:

  1. Alignment in how the new CRM software specifically supports the company's business strategy and top priorities
  2. SMART (Specific, Measurable, Actionable, Realistic and Time-bound) user, customer  and company objectives, and
  3. Assessment (with remediation steps) of the company culture, capabilities and processes needed to achieve the desired business outcomes.

Failure to begin with a solid strategy often results in technology not significantly contributing to the company's priorities, and thereby failing to gain adoption and become sustainable.

Or similarly, the absence of a clear strategy creates doubts in the minds of staff who have previously seen many projects get cancelled due to changing priorities or competing interests. When CRM is directly aligned with the organization’s most important (customer and revenue) objectives, it sends a clear signal that the project is vital.


Leverage a Solid Plan

The strategy evolves into a blueprint and delivery plan. The Plan should include, but not be limited to, clear objectives sequenced in a prioritized order, specific tactics to achieve specific objectives, and forecasted results that are stack ranked by payback. You can then achieve the biggest payback objectives first, demonstrate early wins and create an environment for sustained success.

The Plan should also include task and resource assignments, dependencies and constraints, durations and elapsed time, work breakdown structures and other constructs associated with good plans.

You can't accomplish everything at once so the strategy and plan should be architected in phases, and in a way that initial tasks deliver their own payback while at the same time contribute to longer-term objectives.

It's generally advisable that plans start small, iterate and be agile in order to support the inevitable learning and adjustments that occur along the journey. Solid plans are a telltale to users that the project is important, has been thoughtfully architected and is leaving little to chance.


Assemble the Right Team

The project team is the front line for identifying and remedying sluggish user adoption, so assembling the right project team is a clear precursor to implementation success.

However, making sure you have the right people on the bus, and everyone sitting in the right seats, is often a challenging exercise in organizations with scarce resources and limited internal software expertise.

It's also been my experience that the people best suited for the project team will have the least availability. That's not a coincidence. As my dad used to say, "If you want something done, give it to a busy man." Which full-time and part-time people should be involved in the deployment depends largely on the specific technologies and the specific goals for those technologies.

Lastly, unless you reduce or backfill team members prior responsibilities, those members time and attention will be diverted from the implementation project back to their day jobs.


Early and Broad User Engagement

Getting users involved in the CRM software sometime shortly before go-live, or as they often see it, springing new software on them at the last minute, is a recipe for resistance.

The CRM adoption best practice here is to identify users from each stakeholder group or constituency (by role, region or business unit) and get them involved during the software selection, pre-implementation analysis or no later than the deployment design phase.

Because Customer Relationship Management is a journey, a related best practice is to form a rotating user panel that periodically meets to measure progress, make assessments and prioritize recommendations such as design improvements, process enhancements or what new features released by the vendor should be adopted.

This often occurs as part of a CRM governance program. These users become the spokespeople for their peer groups, which goes a very long way in the user communities recognizing this is their system, and not "management's system" or "an IT project."


Voice of the Customer Program

In this context, your customers are your users. A Voice of the Customer (VOC) program is a powerful tool in soliciting and gathering feedback from stakeholders, constituents and the broader community.

VOC tools may include online surveys, web self-service, application analytics, system log analyzers, chat, Quality Monitoring, EFM (Enterprise Feedback Management), text mining or case management insights. A related best practice is to integrate VOC data with CRM user profiles for tabulation by roles and priorities.


Process Improvements

CRM deployments coupled with business process improvement (BPI) initiatives contribute to higher user adoption and technology payback. The combined effects of technology with BPI include easier to use systems, faster transaction cycles, reduced revenue leakage, fewer errors, greater employee productivity, lower operating costs and a bigger payback on your technology investment.

Business Process Automation

System Design

Introducing a CRM system that does more than most users can imagine will overwhelm most users. Therefore, designing the system user interface and navigation is the first and possibly most important design you will ever make. The goal is to make the application simple and intuitive, and that can be done by focusing on prioritized user behaviors.

For example, creating a default page or role-based dashboard that clearly shows what each user should do first and then next will aid ease of use and time management. These dashboard displays vary by role, but often include dashboard panels that display Top Forecasted Opportunities, Other (bottom of the funnel) Sale Opportunities and Today's Activities.

Once you have organized what users need most in an easy to consume interface, it's then important to remove menus and pages that are irrelevant. Organizing menus and navigation paths by role makes it much easier to turn on, turn off and manage these displays going forward.

CRM User Experience

Staff Training

Cloud CRM systems have changed the software evolution by accelerating the delivery of new features and capabilities from every few years to every few quarters. More frequent innovation brings more capabilities, but also requires more frequent training in order to take advantage of these capabilities.

Most implementations under-estimate the hours needed for training and deliver less than impressive training classes. Too often, training is delivered by trainers that know the software but don’t really understand what’s most important to the users.

This problem is exacerbated when trainers focus on software capabilities in a vacuum, as opposed to focusing on how specific software features can enable the objectives and processes that users feel are most important.

Also, when users believe they can become net beneficiaries of the application, that is, they can get more out of the system than they put in, they will embrace the system. Training classes must deliver the messaging (with plenty of supporting examples) which clearly shows how each user can become a net beneficiary.

User training is a critical success factor in adoption and utilization. Five training specific CRM adoption best practices include:

  1. A user approved training curriculum that focuses on sales processes enabled by software (as opposed to delivering instruction on software capabilities that are not aligned to the staff’s objectives)
  2. Live training supplemented with leave behind collaterals
  3. Web-based training for on-demand or after-the-fact review
  4. A user steering committee that reviews new software releases in order to gauge which new capabilities are relevant and deserve training, and
  5. A recurring training cadence aligned with new software releases.

Change Management

No list of CRM adoption best practices is complete without change management.

According to the U. S. Department of Labor, staff productivity decreases up to 75% during unmanaged change. A change management program systemically shifts individuals, teams, and organizations from a current state to a defined future state while mitigating productivity loss during the transition and creating the environment to accelerate long-term productivity improvements.

The implementation of a new system will move many people away from the status quo and their comfort zone. Most enterprise software implementations incur many cautious or resistant users and a few users who are adamantly opposed to change. This later group may be initially difficult to recognize as they generally cast doubt in private forums outside of management visibility.

If uncontrolled, the hidden agendas and failure to embrace the needed change will significantly challenge the project, and at the minimum cause time and budget overruns. To proactively head off this common occurrence, I recommend an early assessment of change readiness and a Change Management Plan which includes executive sponsorship activities, a solid business case which everybody can understand and a change control program.

I also recommend management consider creative (generally non-financial) incentives and a WIIFM (What's In It For Me) personalized education for users who on the fence or who are not on board. Early detection, a solid plan and timely follow-through with the right responses are the three key factors to minimize resistance to change and unenthusiastic user adoption.

A related best practice in promoting new technologies is to create a communication plan that delivers staged messaging along a four step continuum from Awareness, to Interest, to Understanding, to Engagement. Branding technology deployments with unique identities can also be a powerful method of demonstrating importance, generating interest among user communities and creating a vehicle for staff to proudly associate.


Measure CRM Adoption

Resistance to change will be masked by staff who login to new systems and exhibit motions without results. Therefore, a CRM adoption best practice is to measure user adoption by measuring utilization and productivity; not just access to the software.

Rather than just gaging adoption form logins or rote consumption, it is far more important to view adoption in terms of utilization, productivity, automation and outcomes.

We want to know if users are using the technology as prescribed. Or if they are accomplishing slated objectives in different ways. Or if they are failing to accomplish the intended objectives. These types of metrics can be automated with custom dashboards or reports that link user roles with log files and audit trails.


Disciplined Project Management

A PMO should provide the governance, oversight and controls which monitor, measure and report on the project's most important business performance objectives. It should further keep focus on the critical success factors which at the minimum will include scope, time, budget and quality (and probably risk, more on that below).

It's been my experience successful project management includes identifying and managing the following:

  • The recognized pressures for change
  • A clear shared vision, stakeholder objectives and executive sponsorship
  • Early and broad participation by user communities
  • Measurable or SMART goals with near real-time results measurements (including variance analysis and remediation plans where necessary)
  • Supporting structure & process
  • Reporting tools for real-time visibility to the four project management cornerstones of scope, time, cost and outcomes (quality)

Risk Management

Every implementation project carries with it a certain amount of risk. Risk management is the process of identifying, measuring, and prioritizing those risks, implementing strategies to manage them, and creating plans to prevent, mitigate or respond to high likelihood and/or high impact risks which threaten project objectives.

While it is not possible to anticipate all problems that may occur during a software implementation, risk management is one of the best ways to reduce the likelihood that big problems will occur. It provides the process to deal with a concern before it becomes a crisis and increases the probability that the project will be completed on-time and on budget.

You may not need all of these CRM adoption best practices. Our suggestion is to be aware of them and apply those that will aid your objectives.