{"id":4500,"date":"2021-01-21T09:30:00","date_gmt":"2021-01-21T09:30:00","guid":{"rendered":"https:\/\/blog.kylas.io\/?p=4500"},"modified":"2024-06-19T10:22:23","modified_gmt":"2024-06-19T04:52:23","slug":"crm-adoption-small-business-guide","status":"publish","type":"post","link":"https:\/\/kylas.io\/en\/sales-effectiveness\/crm-adoption-small-business-guide","title":{"rendered":"How to Get CRM Adoption Right &#8211; A Small Business Guide"},"content":{"rendered":"\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Let\u2019s begin with a few questions- <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-medium-font-size\">\n<li>At what point in the CRM journey are you right now? <\/li>\n<\/ul>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-medium-font-size\">\n<li>Have you already signed up for a CRM and now have difficulty getting your employees to even login? <\/li>\n<\/ul>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-medium-font-size\">\n<li>Or are you now evaluating CRMs and trying to pre-empt that kind of a situation?<\/li>\n<\/ul>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Don\u2019t worry, either way, we\u2019ve got you covered.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">We\u2019re going to talk about how small businesses can ensure CRM&nbsp;adoption&nbsp;right from&nbsp;when&nbsp;the selection process&nbsp;starts till&nbsp;after the CRM&nbsp;implementation&nbsp;is done.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">&nbsp;But first, let\u2019s&nbsp;address&nbsp;the&nbsp;most important&nbsp;question-<\/p>\n\n\n\n<div style=\"height:36px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-is-crm-adoption-even-that-big-a-deal\">Is CRM Adoption Even That Big a Deal?<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">All of us have thought about this at some point when exploring new <a href=\"https:\/\/kylas.io\/sales-effectiveness\/small-businesses-need-sales-crm-software\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">sales CRM software<\/span><\/a> \u2013 and most of us have underestimated the kind of effort and planning it takes to ensure CRM adoption across the organization. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">There\u2019s always the die-hard optimist in us who thinks, \u201cO<em>ur people are actually excited about getting a new platform, they know we need something to streamline these leads coming in. They\u2019ll be so happy to be done with excel sheets!<\/em>\u201d<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">However, the reality is that there are multiple challenges most small businesses face when starting on the CRM adoption journey:<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/04\/How-to-Get-CRM-Adoption-Right-Inblog-1-e1613558374917-1019x1024-1.png\" alt=\"Man balancing on a rope\" class=\"wp-image-4530\" style=\"width:251px;height:258px\"\/><\/figure><\/div>\n\n\n<ul class=\"has-medium-font-size\">\n<li>People are too set in their ways to accept a new way of doing things<\/li>\n<\/ul>\n\n\n\n<p class=\"has-white-color has-text-color has-medium-font-size\">.<\/p>\n\n\n\n<ul class=\"has-medium-font-size\">\n<li>Everyone sees the benefits of a CRM, but seems to revert to old ways &amp; patterns during crunch time<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-medium-font-size\">\n<li>No one seems to understand all the features, even a couple of months in.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-medium-font-size\">\n<li>Some employees don\u2019t particularly see the benefit in a CRM \/ the CRM you choose<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-medium-font-size\">\n<li>Some people, in extreme cases, are very vocally negative about using the sales CRM software<\/li>\n<\/ul>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">We don\u2019t mean to scare you \u2013 we&#8217;re just trying to bring in a bit of realism so that you can be better prepared! <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">The concrete measure to avoid these challenges is to have a system and measures in place beforehand.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-ht-block-toc  is-style-outline htoc htoc--position-wide toc-list-style-plain\" data-htoc-state=\"expanded\"><span class=\"htoc__title\"><span class=\"ht_toc_title\">Table of Contents<\/span><span class=\"htoc__toggle\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\"><g fill=\"#444\"><path d=\"M15 7H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1z\"><\/path><path d=\"M15 1H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1zM15 13H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1z\"><\/path><\/g><\/svg><\/span><\/span><div class=\"htoc__itemswrap\"><ul class=\"ht_toc_list\"><li class=\"\"><a href=\"#htoc-is-crm-adoption-even-that-big-a-deal\">Is CRM Adoption Even That Big a Deal?<\/a><\/li><li class=\"\"><a href=\"#htoc-8-ways-for-small-businesses-to-ensure-crm-adoption\">8 Ways for Small Businesses to Ensure CRM Adoption<\/a><\/li><li class=\"\"><a href=\"#htoc-conclusion\">Conclusion<\/a><\/li><\/ul><\/div><\/div>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-8-ways-for-small-businesses-to-ensure-crm-adoption\">8 Ways for Small Businesses to Ensure CRM Adoption<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-1-involve-your-employees-when-selecting-the-crm-tool\" style=\"font-size:22px;line-height:1.6\">1. Involve Your Employees When Selecting the CRM Tool<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">If you haven\u2019t <span style=\"text-decoration: underline;\"><a href=\"https:\/\/kylas.io\/sales-effectiveness\/choose-best-sales-crm-software-small-business\/\" target=\"_blank\" rel=\"noreferrer noopener\">chosen your CRM<\/a><\/span> yet, this is the best piece of advice we\u2019ll give you. Small businesses tend to be more tight-knit and have more of a flat l hierarchy. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">So, getting everyone&#8217;s opinion beforehand isn\u2019t as difficult as it sounds. <\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/04\/How-to-Get-CRM-Adoption-Right-Inblog-2-e1613558526753-1010x1024-1.png\" alt=\"Choose the correct answer\" class=\"wp-image-4531\" style=\"width:190px;height:228px\"\/><\/figure><\/div>\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">If you\u2019re worried about a too-many-cooks situation, appoint a representative for different teams or departments that will be using the CRM (even if the team is just a few people!). <\/p>\n\n\n\n<p class=\"has-white-color has-text-color has-medium-font-size\" style=\"line-height:1.6\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Send out a company-wide survey to analyze pain points, gather data on what everyone thinks they need from a sales CRM software and also ask for any recommendations of CRMs! <\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Don\u2019t forget that your employees may have prior experience working with CRMs and can give you firsthand inputs \u2013 but they probably won\u2019t until you ask.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"ub-styled-box ub-notification-box\" id=\"ub-styled-box-1687a120-763d-4657-bf48-a6df1d45013a\">\n\n\n<p class=\"has-medium-font-size\"><em><strong>Best practices when involving your employees in the decision-<\/strong><\/em><\/p>\n\n\n\n<p><\/p>\n\n\n\n<ul id=\"block-ca7baf3f-b3a8-42e1-a8a0-0078a927c56f\" class=\"has-medium-font-size\">\n<li>Make sure you don\u2019t leave out anyone\/any team<\/li>\n\n\n\n<li>Introduce the initiative in steps \u2013 break it out to team leaders, or hold a townhall where you let everyone know the benefits they\u2019ll get when using a CRM<\/li>\n\n\n\n<li>When you get inputs, make sure you acknowledge them and use them, though the final decision is always up to you<\/li>\n\n\n\n<li>The CRM research phase takes time \u2013 if you\u2019ve asked people for opinion and not made a decision a few weeks later, keep them posted on progress<\/li>\n<\/ul>\n\n\n<\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-2-put-a-team-together-to-manage-the-crm-implementation\" style=\"font-size:22px;line-height:1.6\">2. Put a Team Together to Manage the CRM Implementation<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Getting your CRM implementation right is a big deal. Put together a core team that holds leadership positions in the company, is well-accepted by employees and, most importantly, understands the role of CRM in boosting your small business growth.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/04\/How-to-Get-CRM-Adoption-Right-Inblog-3-e1613558614399-1024x782-1.png\" alt=\"Team icon\" class=\"wp-image-4532\" style=\"width:204px;height:188px\"\/><\/figure><\/div>\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">This core team should be responsible for ensuring the onboarding and training process (plus migration from any previous software) is a smooth one for employees\u2026think of them as representatives for employees. <\/p>\n\n\n\n<p class=\"has-white-color has-text-color\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">While you can\u2019t ask every single employee how they\u2019re doing during the migration period, this core team can keep a finger on the pulse of employee sentiment. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Then, they immediately report back with any issues so you can together solve problems before they become unmanageable or before the general sentiment turns negative.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"ub-styled-box ub-notification-box\" id=\"ub-styled-box-07e11608-1452-4e1b-8296-35d480df239a\">\n\n\n<p class=\"has-medium-font-size\"><em><strong>Best practices when working with a representative core team-<\/strong><\/em><\/p>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"has-medium-font-size\">\n<li>Make sure the team knows what is expected of them in the whole process<\/li>\n\n\n\n<li>Hold weekly \u2013 and when needed, daily \u2013 meetings with the team so you\u2019re kept abreast of how the larger company is handling the migration period<\/li>\n\n\n\n<li>Choose people who are generally positive and have a can-do attitude to work \u2013 their attitude will rub off on others!<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n<\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-3-get-a-crm-with-a-great-onboarding-process-and-support-and-use-it\" style=\"font-size:22px;line-height:1.6\">3. Get a CRM With a Great Onboarding Process and Support \u2013 and Use It!<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Most people underestimate the importance of this aspect when comparing CRMs. All CRM tools come with onboarding support, but you need to evaluate the extent of it. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Ideally, you want a CRM that will provide you complete support even if you\u2019re using a free or a basic version. <\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/04\/How-to-Get-CRM-Adoption-Right-Inblog-4-1-e1613558676990-1017x1024-1.png&quot;\" alt=\"Customer success icon\" class=\"wp-image-4554\" style=\"width:185px;height:195px\"\/><\/figure><\/div>\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">You should take the time to thoroughly train your entire team until they\u2019re well-versed in using it for your business (rather than holding a basic training that simply explains all the features). <\/p>\n\n\n\n<p class=\"has-white-color has-text-color\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">While your first move might be to aspire for large enterprise software, for the most thorough support, choose a sales CRM software designed for small businesses. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">They are designed to address your concerns, and usually come with a team of experts that is well aware of small business problems and needs.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"ub-styled-box ub-notification-box\" id=\"ub-styled-box-ba670ac5-d725-422b-b3db-ed180bc6fe1e\">\n\n\n<p class=\"has-medium-font-size\"><em><strong>Questions to ask when evaluating a CRM\u2019s support &amp; training provision-<\/strong><\/em><\/p>\n\n\n\n<p><\/p>\n\n\n\n<ul id=\"block-9341ff48-017e-4cd1-9ae9-d865d86585a8\" class=\"has-medium-font-size\">\n<li>How long is the onboarding and training period?<\/li>\n\n\n\n<li>How much is onboarding, support and training for?<\/li>\n\n\n\n<li>What are the training sessions like? How are the different pieces of training structured?<\/li>\n\n\n\n<li>(simply get on a call and ask them about this!)<\/li>\n\n\n\n<li>Who does the onboarding? Do you get a dedicated support person?<\/li>\n\n\n\n<li>Who conducts the training sessions?<\/li>\n\n\n\n<li>What is the extent to which support is offered during the training period?<\/li>\n\n\n\n<li>(Does it end at the session or can you go more in-depth by gathering questions from employees?)<\/li>\n<\/ul>\n\n\n<\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-4-get-a-sales-crm-software-with-easy-to-execute-integrations\" style=\"font-size:22px;line-height:1.6\">4. Get a Sales CRM Software With Easy-to-Execute Integrations<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">In general, with CRMs, you need to ensure that you\u2019re using them to their full potential to truly see all the benefits of the platform. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">That is why integrations can make or break your sales CRM experience &#8211; because they help you integrate the CRM into your existing processes. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">You probably already work with plenty of software tools (even Gmail counts!) and a lot of them will need to feed data into the platform for you to make the most of it.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">With a sales CRM software, for example, you can have&#8230;<\/p>\n\n\n\n<p class=\"has-white-color has-text-color\">.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/04\/How-to-Get-CRM-Adoption-Right-Inblog-5-1-e1613558744202-1024x1018-1.png\" alt=\"Jigsaw puzzle\" class=\"wp-image-4557\" style=\"width:182px;height:181px\"\/><\/figure><\/div>\n\n\n<ul class=\"has-medium-font-size\">\n<li>leads flow from all your lead generation touchpoints directly into the system (<em>marketing integrations<\/em>), <\/li>\n\n\n\n<li>get in touch with them via call or SMS (<em>cloud communications integrations<\/em>), <\/li>\n\n\n\n<li>email and nurture them (<em>email integrations<\/em>), <\/li>\n\n\n\n<li>close them into sales and process invoices (<em>accounting integrations<\/em>) and more. <\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Your entire world can make its way through that one platform if you choose one with the right integrations or integration capabilities.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Look out for- Additional costs for integrations. A lot of CRM companies make their premiums this way, so look for a small business CRM that will get you the most integrations without charging you through the roof for them.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"ub-styled-box ub-notification-box\" id=\"ub-styled-box-9a731867-f2a9-4047-804e-12e9d5ff4091\">\n\n\n<p class=\"has-medium-font-size\"><em><strong>Integrations to look for in a sales CRM software-<\/strong><\/em><\/p>\n\n\n\n<p><\/p>\n\n\n\n<ul id=\"block-222f9664-b4ad-4991-a9ea-710896bed646\" class=\"has-medium-font-size\">\n<li>Email integration<\/li>\n\n\n\n<li>Social media integration<\/li>\n\n\n\n<li>Calendar integration<\/li>\n\n\n\n<li>Cloud communications (telephony + SMS)<\/li>\n\n\n\n<li>Internal communication integrations<\/li>\n\n\n\n<li>Project management software integrations<\/li>\n\n\n\n<li>Lead generation form integrations<\/li>\n\n\n\n<li>Support software integrations<\/li>\n\n\n\n<li>Live chat integrations (if needed)<\/li>\n<\/ul>\n\n\n<\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-5-customize-the-crm-to-suit-your-requirements\" style=\"font-size:22px;line-height:1.6\">5. Customize the CRM to Suit Your Requirements<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">A lot of CRMs are customizable &#8211; to some extent &#8211; for your business. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">This doesn\u2019t really mean that the CRM is custom-built for your business. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Rather, it means that certain features, workflows and user interfaces, are customizable to your business. But that\u2019s really all you need to make it a truly familiar workplace!<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/04\/How-to-Get-CRM-Adoption-Right-Inblog-6-e1613558918299-1024x703-1.png\" alt=\"Customization icon\" class=\"wp-image-4535\" style=\"width:219px;height:160px\"\/><\/figure><\/div>\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Once you understand how the CRM works, you can sit with their team to figure out how to customize fields, labels and nomenclature to your business requirements. <\/p>\n\n\n\n<p class=\"has-white-color has-text-color has-medium-font-size\" style=\"line-height:1.6\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Then, you can customize certain rules and workflows. And lastly, you can set up custom integrations \u2013 but we already covered that in our earlier point.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">When your team sees familiar fields and finds that working with the platform is just a smoother, more automated way to have the same collaboration that was needed otherwise, they\u2019ll find it that much easier to adopt.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"ub-styled-box ub-notification-box\" id=\"ub-styled-box-69d57d18-5ae0-4878-a804-c7919bf4cfbf\">\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\"><em><strong>Best practices when customizing a CRM to your business-<\/strong><\/em><\/p>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"has-medium-font-size\">\n<li>First, map out all your existing fields, labels and nomenclature, then figure out where they fit into the sales CRM software<\/li>\n\n\n\n<li>Talk to your core team about employees\u2019 working dynamics and working habits that may need to reflect in the system<\/li>\n\n\n\n<li>Identify any custom fields you may need in the sales process, to match your offline sales process<\/li>\n\n\n\n<li>Get as much of it done as you can right from the get-go, don\u2019t plan to leave it until later \u2013 it&#8217;s better to do your homework first, so you\u2019re ready when the CRM support team customizes the platform for you<\/li>\n<\/ul>\n\n\n<\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-6-map-your-processes-to-the-t\" style=\"font-size:22px;line-height:1.6\">6. Map Your Processes to the T<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">This one takes a bit of time but is most important. Every process that your team follows offline which is also reflected in the new CRM needs to be translated as closely as possible from its earlier version to now. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">If you find yourself asking the teams to create too many new habits to be able to do the same tasks they did without a CRM, they won\u2019t be able to adapt the software as effectively as you need them to. It is difficult to get adults to change old habits!<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/04\/How-to-Get-CRM-Adoption-Right-Inblog-7-e1613559022285-1024x897-1.png\" alt=\"Business workflow and process icon\" class=\"wp-image-4536\" style=\"width:195px;height:202px\"\/><\/figure><\/div>\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">At the same time, bringing in a CRM will probably widen the horizon of the way your team would work. In the case where there are new features and new ways of working, make sure you\u2019ve drilled each process down to the T. <\/p>\n\n\n\n<p class=\"has-white-color has-text-color\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">For example, if your team worked with excel sheets for lead data earlier and will now be moving to automated lead management, make sure every single step in the process is accounted for in terms of how it needs to be done when it needs to be done and by whom it needs to be done.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"ub-styled-box ub-notification-box\" id=\"ub-styled-box-48018032-d19d-4fea-9ab6-7e0f7b70a2ff\">\n\n\n<p class=\"has-medium-font-size\"><em><strong>Here are some new things that you can expect from your team-<\/strong><\/em><\/p>\n\n\n\n<p><\/p>\n\n\n\n<ul id=\"block-24b40d74-e175-4cc7-92e1-86dafab522b8\" class=\"has-medium-font-size\">\n<li>Discipline in details such as data entry<\/li>\n\n\n\n<li>Punctuality in always updating the CRM<\/li>\n\n\n\n<li>Thoroughness in using its features, even when it takes a few more minutes<\/li>\n\n\n\n<li>Following set processes in workflows rather than any offline shortcuts that may have been developed earlier<\/li>\n\n\n\n<li>Learning new skills to be able to use the CRM effectively (such as in analytics)<\/li>\n<\/ul>\n\n\n<\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-7-hold-plenty-of-training-sessions-to-improve-crm-adoption\" style=\"font-size:22px;line-height:1.6\">7. Hold Plenty of Training Sessions to Improve CRM Adoption<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">We touched upon this earlier &#8211; training sessions are going to be your saving grace, so you need to ensure that the CRM you choose comes with a robust training plan and a dedicated team to execute it. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">A training plan will first and foremost get your team well-acquainted with the platform\u2019s interface, its features and functionalities and the different ways in which they can be used.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/04\/How-to-Get-CRM-Adoption-Right-Inblog-8-1-e1613559123964-901x1024-1.png\" alt=\"Training session icon\" class=\"wp-image-4558\" style=\"width:197px;height:234px\"\/><\/figure><\/div>\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">A deeper level of training will go down to team level and show your employees how to best use the sales CRM software for their particular role, on a daily basis. <\/p>\n\n\n\n<p class=\"has-white-color has-text-color\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Ideally, the trainer should also hold question &amp; answer sessions at a collective and team level to ensure that everyone has understood how to use the platform.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">And finally, it will include tutorials, troubleshooting resources and support members that will be always available for teams to refer to.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"ub-styled-box ub-notification-box\" id=\"ub-styled-box-cc4d3ca6-44eb-4447-a1fb-7a84b3646449\">\n\n\n<p class=\"has-medium-font-size\"><em><strong>What you need to take care of as a leader-<\/strong><\/em><\/p>\n\n\n\n<p><\/p>\n\n\n\n<ul id=\"block-24ccc384-25ef-4ea2-b83f-a3e35559c135\" class=\"has-medium-font-size\">\n<li>Make sure your organization understands the importance of this training period<\/li>\n\n\n\n<li>Get the core team to gather any questions that teams may already have<\/li>\n\n\n\n<li>Ensure that teams know that they should openly ask questions and ask for resources that they feel might be helpful<\/li>\n\n\n\n<li>Make sure today\u2019s remote setting doesn\u2019t come in the way of interactive and open training sessions<\/li>\n\n\n\n<li>Leverage the core team\u2019s understanding of team processes and habits to pre-empt problems and ensure the right training is given<\/li>\n\n\n\n<li>Consistently take feedback after training sessions or on a weekly basis from the core team\/all employees<\/li>\n<\/ul>\n\n\n<\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-8-recognize-amp-reward-users-that-adapt-quickly\" style=\"font-size:22px;line-height:1.6\">8. Recognize &amp; Reward Users That Adapt Quickly<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Positive reinforcement works beautifully when it comes to change management! And let\u2019s face it, getting employees to use a CRM is a pretty big change in working methodology. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Think about a reward and\/or recognition plan that will motivate all employees to use the CRM software to its fullest potential. <\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/04\/How-to-Get-CRM-Adoption-Right-Inblog-9-1-e1613559200296-1024x989-1.png\" alt=\"Certificate icon\" class=\"wp-image-4560\" style=\"width:193px;height:187px\"\/><\/figure><\/div>\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">You can create different kinds of rewards with different levels &#8211; for example, reward not only employees who use all the features, but also employees who use features really well. <\/p>\n\n\n\n<p class=\"has-white-color has-text-color\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">For example, you could reward the first person to get all their leads uploaded and updated, and you can also reward the person who converts most leads in the first month using the CRM.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Remember to set up a reward &amp; recognition plan that fits on top of your core team and feedback loop \u2013 once you have rewards planned, they can keep you apprised of employees who are putting in the hard work to make the change work for the company.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"ub-styled-box ub-notification-box\" id=\"ub-styled-box-8d7ac574-b05e-4e28-b629-8c92ab4d5892\">\n\n\n<p class=\"has-medium-font-size\"><em><strong>Best practices when setting up a rewards system for CRM adoption-<\/strong><\/em><\/p>\n\n\n\n<p><\/p>\n\n\n\n<ul id=\"block-ba912673-34eb-44e9-867d-e8c0185736e0\" class=\"has-medium-font-size\">\n<li>Try to create different types of rewards \u2013 people work in different ways, while some are fast others are more detailed<\/li>\n\n\n\n<li>Make the election process as transparent as possible, and fair to everyone<\/li>\n\n\n\n<li>Pre-determine the length of time for which you\u2019ll run the program \u2013 remember that its novelty is what it has going for it, it\u2019s not for the long term<\/li>\n\n\n\n<li>Make sure you recognize people who are putting in the effort, though they may not be winning the award \u2013 you don\u2019t want others to feel demotivated<\/li>\n\n\n\n<li>Ensure there\u2019s a fun, light-hearted level of competition so that it doesn\u2019t lead to any negativity around the platform<\/li>\n<\/ul>\n\n\n<\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-conclusion\">Conclusion<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Do you feel ready to go out there and take on a CRM? <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Allow us to share a quick plug here-<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">The Kylas Growth Engine comes with a <a href=\"https:\/\/www.kylas.io\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">sales CRM software<\/span><\/a> at its core and has been built especially for small businesses. We understand that small businesses don\u2019t just need a platform or a tool \u2013 they need a partner in growth. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">You can take a Free Trial for 7 days, with end-to-end support (onboarding and training by CRM Experts to help you derive maximum benefit). Sign up for a demo <a href=\"https:\/\/kylas.io\/?ref=signup\" target=\"_blank\" rel=\"noreferrer noopener\"><u>here<\/u><\/a>.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">What\u2019s more, it comes with business expertise (your very own Sherpa!) to help you apply industry best practices and insights.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Let\u2019s begin with a few questions- Don\u2019t worry, either way, we\u2019ve got you covered.&nbsp; We\u2019re going to talk about how small businesses can ensure CRM&nbsp;adoption&nbsp;right from&nbsp;when&nbsp;the selection process&nbsp;starts till&nbsp;after the CRM&nbsp;implementation&nbsp;is done.&nbsp; &nbsp;But first, let\u2019s&nbsp;address&nbsp;the&nbsp;most important&nbsp;question- Is CRM Adoption Even That Big a Deal? All of us have thought about this at some point when &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/kylas.io\/en\/sales-effectiveness\/crm-adoption-small-business-guide\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;How to Get CRM Adoption Right &#8211; A Small Business Guide&#8221;<\/span><\/a><\/p>\n","protected":false},"author":23,"featured_media":5287,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"ub_ctt_via":"","footnotes":""},"categories":[7,11,12],"tags":[4,50],"acf":[],"featured_image_src":null,"author_info":{"display_name":"Shagun Sharma","author_link":"https:\/\/kylas.io\/en\/author\/shagun"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Get CRM Adoption Right - A Small Business Guide<\/title>\n<meta name=\"description\" content=\"Driving CRM adoption requires a lot of effort and planning. In this article, we give you 9 effective tips to get CRM adoption right!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/kylas.io\/en\/sales-effectiveness\/crm-adoption-small-business-guide\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Get CRM Adoption Right - A Small Business Guide\" \/>\n<meta property=\"og:description\" content=\"Driving CRM adoption requires a lot of effort and planning. 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In this article, we give you 9 effective tips to get CRM adoption right!","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/kylas.io\/en\/sales-effectiveness\/crm-adoption-small-business-guide","og_locale":"en_US","og_type":"article","og_title":"How to Get CRM Adoption Right - A Small Business Guide","og_description":"Driving CRM adoption requires a lot of effort and planning. In this article, we give you 9 effective tips to get CRM adoption right!","og_url":"https:\/\/kylas.io\/en\/sales-effectiveness\/crm-adoption-small-business-guide","og_site_name":"Kylas Growth Engine | Sales CRM Software for Small businesses","author":"Shagun Sharma","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Shagun Sharma","Est. reading time":"13 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/kylas.io\/en\/sales-effectiveness\/crm-adoption-small-business-guide","url":"https:\/\/kylas.io\/en\/sales-effectiveness\/crm-adoption-small-business-guide","name":"How to Get CRM Adoption Right - A Small Business Guide","isPartOf":{"@id":"https:\/\/kylas.io\/en\/#website"},"datePublished":"2021-01-21T09:30:00+00:00","dateModified":"2024-06-19T04:52:23+00:00","author":{"@id":"https:\/\/kylas.io\/en\/#\/schema\/person\/58914992bfe5c67716dfe2e8863250a3"},"description":"Driving CRM adoption requires a lot of effort and planning. 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