Teething Pains: What to Do if Your Staff Aren't Using Your New CRM Software Enough

So you've made the decision, flicked the switch, and your new CRM system is up and running. But as the weeks go on, you notice that your key teams -- like your sales staff -- just aren't using it. This scenario is by no means rare, so don't worry if it's happening to you. New systems mean a change in workflow, which can be challenging, but this isn't an insurmountable hurdle by any means. Here are a few questions you can ask which may clear things up. 

Have you provided enough training?

Even the most well-designed CRM systems (like AutoVu, naturally) require the provision of training in order to perform at their best. And while you've no doubt done some training, are you sure it was enough? One of the major factors in users not actually using software is that they find it intimidating or confusing. One idea is to hold optional refresher sessions, which can be a great way for those who aren't up to speed to catch up. 

Have your staff seen the benefits?

Another problem that you may encounter is the fact that some of your team may not see the new CRM system as a boon, but rather as something of a hindrance. Again, this likely comes down to education, but this time related to explaining the reasoning behind the new system. It's always a good idea prior to implementing new software to explain to staff what the problem is, and how the new platform will solve it. Don't worry, this can be done after the fact too, and it's a great way to show your staff exactly how the system can save them time and hassle. 

Have you discussed long-term strategy?

If this is the first time you've ever implemented a CRM system, you may find there's a lot of work to do from the outset. This may include data entry and other customer record related activities that some staff may be averse to. But the fact is that if they're able to put the effort in now, it'll help them safe effort in the future. We'll admit that this is something of a hard sell, so it's worth thinking about your strategy carefully before broaching the topic. But the bottom line is, if you can motivate your staff to pitch in with the setup of the CRM system, everyone benefits in the end -- including their wallet when your business starts to really pick up steam!

If you're still on the fence about a new CRM system, we'd recommend checking out the AutoVu system. With a simple and clear design, it's one of the easiest ways to optimise your business processes without alienating existing staff. Explore the site today or simply call with any questions you might have.