Adapting to Your New Nerve Center: CRM Adoption Tips

CRM Adoption Tips

A CRM system serves as a vital nerve center for your business. Many businesses are able to integrate new CRM solutions seamlessly, but for some companies there are a few steps to take to help ease the transition. Below you will find some CRM Adoption Tips.


  • Have an effective CRM Management Structure in place.

Businesses of all sizes can benefit from CRM solutions, but it is common in larger companies to have multiple employees responsible for CRM management. These people need to be trained well before deployment and need to have a clear understanding of their roles in managing the CRM once it is online. Reassure them by ensuring that the new CRM solution will integrate seamlessly with your companies existing software and ease the transition.


  • Train management early and well.

It is vital your management team fully understands what the CRM system is, what it can do, and how you expect them to utilize it. They need pre-transition training to learn how to use it both efficiently and effectively. Buy-in and early adoption at the management level is essential as coaching and mentoring will be the most important roles your front-line sales managers play. If the managers don’t understand or value the new tech, that apathy can easily trickle down through their teams.


  • Share successes early and regularly with your team and the whole company.

Congratulate those team members who “catch on” and use the software successfully to encourage its use by others. Spread positive feelings about the product, its ease of use, time savings, and increased sales and marketing. Reward those who go the extra mile in learning and mastering the new system in their departments.

For electronic payment breaking news, feature releases and industry developments, please subscribe to the IRIS CRM newsletter.

Don’t have IRIS CRM?

Join over 100 ISOs using IRIS CRM to grow their business.

Schedule a demo to learn more.

Schedule A Demo

Schedule Demo