1. INSPIRING
POSITIVITY:
Managing Attitudes
Towards CRM Adoption

2. CRM USER ADOPTION:
Managing change, changing attitudes.

3. Think of a rainstorm.

4. Or a sunrise.

5. Or the rush hour.

6. Rainstorm, sunrise,
and rush hour are all
things…

7. But they describe processes.
Each with
beginnings,
actions, and
outcomes.

8. CRM USER
ADOPTION IS A
PROCESS TOO.
Not a one-off event.

9. It isn’t easy.
Unlike software, getting employees on
board with CRM isn’t click-to-install.

10. It isn’t a tickbox.
Unlike software, getting employees on
board with CRM isn’t click-to-install.

11. And it certainly
isn’t optional.
Unlike software, getting employees on
board with CRM isn’t click-to-install.

12. But if you treat it as a change management
process of eight key steps...
… it soon looks like the right thing to do.

13. What are the stages
of maximising CRM
user adoption through
change management?
(After Kotter’s classic set of 8.)

14. CREATE URGENCY
1

15. Write down a few positive
outcomes your people will like.
As a senior, you should lead
from the front to encourage
CRM user adoption.
Everyone, in every
business, has
business pain.
How does CRM soothe
that pain?

16. FORM THE TEAM
2

17. Any new process
needs cheerleaders.
Whose department will
win big with CRM?
Talk to top managers
in Sales, Marketing
and IT to get their
thoughts.
Understand their needs
before implementation
so you can demonstrate
granular benefits of CRM.

18. CREATE THE VISION
3

19. What does success looks like?
Set expectations foryour CRM that translate into ROI,
encouraging user adoption.
A sales team with a single database?
Sales and Marketing as collaborative sources?
Or the whole organisation treating every
customer like the only customer?

20. SHARE THE STORY
4

21. How best to communicate that vision?
Inspiring positivity stems from showing successes, demonstrating how
departments can achieve the same and how CRM makes the working day easier.
Case Studies?
They work for marketing.
Business Cases?
Great for sales.
Tips for saving
hassle at work?
For everybody.

22. CLEAR THE OBSTACLES
5

23. Every new system treads on toes somewhere.
Organise a demo before installation and ask end users for
honest feedback.
All are solvable... (if you know what they are ahead of rollout.)
Is an old system
blocking the way?
Are training worries
causing blowback?
Is the CRM able to
align with existing
processes?

24. LOOK FOR QUICKWINS
6

25. Before the big stories
come in, there’ll be small
successes.
Don’t wait for them… make them
happen. Then share them as best
practice.
CRM user adoption soars when
people think,
“Hey, I want to do that!”

26. BUILD ON THE CHANGE
7

27. • Don’t let small successes
stay small.
• Work out what went right,
and scale it up.
• What works for one
team may work
organisation-wide.
• Configure any dashboards
and features so everyone
has the same access to
information and the same
chance at success.
(CRM lets you apply one person’s good
ideas beyond their desk.)

28. ANCHOR THE POSITIVES
8

29. You’ve achieved change. Now lock it in.
Treat success stories as newwork processes for all to adopt.
Write the case studies. Give small gifts. Celebrate with
lunches out.
And make it easy for everyone to do the same.

30. CRM user adoption
takes time…
…but it can be fun.

31. If you want an extra boost in inspiring
positivity and managing attitudes towards
CRM adoption, make sure you choose the
right partner to help.

32. The Ultimate
Guide to:
Assessing and
choosing the
right CRM for
your business
CRM is becoming increasingly important
to businesses, but with such a variety
available and low success rates, choosing
the right one can be complex. We outline
essential steps to follow, helping you to
assess and choose the right CRM foryour
business.
ULTIMATE SERIES
Choosing a partner is an important part
of assessing and choosing the right
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Assessing and choosing
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