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How Sales Leaders Can Prepare For a New CRM

There must be a beginning of any great matter, but the continuing unto the end until it be thoroughly finished yields the true glory. – Francis Drake

Many CRM (customer relationship management) software integrations fail not because of any technical difficulties, but because the sales team don’t want to use the system.

Many Sales reps are particularly skeptical about CRM adoption because most of them prefer to be people-oriented and not software-oriented. They feel that a new technology will detract them from these valuable interactions.

In the past, when organizations introduced computers to their teams, a majority of employees were not very receptive to the idea. Most of them thought they were better off doing things the traditional ways than to make their work more complex. On the contrary, today’s employees will be on their toes to leave a firm, if they have to complete their tasks without computers. The same is applicable in the case with sales reps reluctance to use a Customer Relationship Management Software (CRM). Many Sales reps might be concerned about the process management complexity of CRM, but they might not be aware of endless uses of implementing a Cloud CRM software for our business.

Sales Leader understand that in today’s competitive world, businesses need to have a combination of a healthy customer relationship with an effective and integrated business solution, which can be only possible by migrating to a good online CRM software. Therefore, being the leader, it becomes their responsibility to motivate their sales team to understand that a good cloud based CRM is what they need and what they will want after understanding the real advantages of an online CRM software.

Sales managers cannot just purchase a new CRM system and tell his sales reps to use it. This model often isn’t enough to encourage adoption within the sales team. Sales Leader and managers should be a part of CRM implementation to prepare and plan for a successful CRM adoption in the team.

Let’s understand a few steps which can keep the sales team motivated to use a new CRM software.

Understand the usage
understand the usage :

Its human tendency to see one’s benefit in every new thing they are exposed to. Similarly, every reps will be looking for reasons why implementing a CRM will be better for them and how can it help them in their daily job.

One of the best ways to get sales reps interested in a CRM software is by choosing a system that actually helps them sell more.

As Sales leaders, you should step into your sales reps shoes and take time to understand how a CRM software can benefit them and then you can sell its value to your team. Many rep-centric benefits of the software like below needs to be explained to them to make them comfortable with the software whereabouts.

There are many ways in which a CRM software will make it easier for you to analyze performance, track selling trends, and assess your sales team’s health but these additional functionalities should not be perceived as unnecessary bells and whistles for sales reps.

Also, involve your sales team when selecting a cloud based CRM software. This will not only bring them on board to select the optimal solution for the team, but also make them aware of the endless advantages of a CRM software as, in the end, they will be the ones using it.

Training and self help

Without proper training for a CRM application, it’s like expecting a pianist to play guitar. If an individual is not prepared to perform an activity he will definitely fail in it and become frustrated which will have a negative effect on their performance. Hence, a very vital part of implementing a CRM is to provide adequate training to its sales reps. We need to make sure that they are trained properly on useful functionality and features and are completely capable of handling things on their own after the training sessions end.

Planning for a CRM Implementation is very important for a successful acceptance. Many sales reps will opt out training session if they have an upcoming crucial selling period, so we need to be strategic about when you choose and train our sales team.

Usually the starting of a month or quarter is apt to start a training session, when the pressure to meet quota is lighter than at the end of a selling period. As sales and marketing teams are usually travelling for business purpose, we need to consider the availability of the team for in-house training sessions and also provide various e-learning facilities to the reps on the go.

For CRM software to be truly accepted, it has to be part of your team’s day-to-day workflow and facilitate them for better performance.

Incentive for better performance
Performance appraisals :

Encourage your team instead of pressurizing your them to use a CRM.

The sales team are a competitive bunch. Instead of telling them about the benefits of CRM software, it’s always better to show them by applauding and appreciating those who adopt early. These competitive activities will make the rest to follow.

Encourage early adopters who have experienced wins with CRM software to share their experience with the team to help others understand that they’ll sell more effectively with the CRM system than without it. Public announcement and group appreciation also help motivating many sales reps to adapt to changing trends.

Running small contests on CRM functionalities, such as rewarding the reps who have all of their deals logged in the CRM or their pipelines fully complete, on a weekly basis will definitely inspire other reps to dig-in CRM features and understand the benefits of using CRM software.

Make Seamless Access to the System

Sales representatives are continuously traveling for their work and tend to prefer not to be confined to their desks utilizing desktop software and applications.

As sales leaders, it is important to understand the mobile requirements of our team members for successful sales. When choosing a CRM software for our team members, we should choose a solution that delivers mobile access, streamlining information retrieval for representatives from any location armed with numerous business automation attributes, encouraging reps to access customer information through a centralized database. This involves setting up activities, scheduling follow-up meetings, and regulating on-the-go customer service. Additional attributes, such as document sharing within the team members and with customers, contribute to improved coordination and communication within the sales team.

Through several analytics and metrics on customer detail and their perception of our brand, sales employees can customize presentations or proposals to meet the particular requirement of clients, thereby increasing the brand’s name and capabilities. Introducing CRM mobile sales apps also indicates a departure from conventional door-to-door sales. Every stage of the sales procedure, from planning to closing deals, is now accessible with a simple swap of a finger, allowing us to sell faster, better, and smarter.

Once we interact such benefits to the team members and make them aware that introducing CRM won’t impose additional workload or dearange the sales process, it becomes seamless for representatives to relate such attributes to their daily work.

Regular follow-ups and tracking

As leaders, we should understand our team’s pain points and blockers in performing their regular jobs. We should periodically collect feedback from our team to determine their issues and where they’re having success.

As part of CRM adoption, we should understand the pain areas of the team and project CRM functionalities as solutions for those pressing issues. Many reps fail to relate to CRM software as they are unaware of its practical usage. If we can head problems and concerns off before they become a blockage for the organization, it will be the best way to create a solid backbone for CRM adoption.

Sales reps should be constant communication with their managers to escalate any pressing issues they have been facing during a CRM usage or if any particular CRM functionality doesn’t seem to benefit them at all.

With a group of trained SMEs and trained CRM employees, we can constantly follow up with the reps to quickly resolve their issues and unblock them from using a new CRM software.


CRM Adoption is not one day’s works but its a journey of many systematic and futuristic ways of making our team aware of the numerous advantages of a CRM software. It’s an important step to help them to migrate to a system which not only makes it simple and efficient to produce more sales but also organises their daily job by removing regularity and monotonous activities from their work items.