The easiest way to fail when implementing a CRM is not proving that using the software holds value for the salespeople. We wrote a blog on how not to use a CRM system, and we also held a webinar in the past reviewing the steps to rectify the problem. We’ve posted the video on how to use a CRM below.

View the video on how to make your salespeople fall in love with CRM:
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Reviewed in the video:

• How to give a salesperson fun tools to make selling easier! Social media tools within CRM can give sales people instant connections with prospects. Help them sell!
• How to make a CRM dashboard easy-to-learn and digestible for salespeople. If it’s easy to use, they will use it!
• Creating weekly opportunity meetinsg where you go over opps with salespeople in the CRM.