Reward the most active users
There are many ways by which we can monitor the usage of the users in our CRM solution.For sales repository, we can monitor the number of calls they log and the volume of leads they convert into prospects and the accuracy of the data they enter. CRM system typically includes project management capabilities so that we can monitor the percentage of assigned tasks they mark as complete and use that to measure their individual usage.
Enforce Required Workflow Steps
Incorporate required steps that users must do to complete the certain tasks. Users can not complete required aspects of their jobs without completing the required steps which increases the CRM adoption rates.
Look for a robust implementation and workflow programs
When implementing anew software system, we need to be assured from our vendor that we will receive extensive training and onboarding for all employees. If our onboarding specialist rushes through the process users will easily get lost and give up hope to learn the new system.
CRM Competency Testing
During training, CRM competency testing is very much important. We should provide the same testing at the future meetings to check how their knowledge and skills continue to grow.
After providing training to the employs we should follow up them how their knowledge is skilled or not.