What is the secret to CRM adoption and engagement?

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Using Salesforce. I am not biased in any way btw. :) To add some more detail, it's mainly about the user experience, and what value they get out of it. Avoid it becoming additional administration, but something that helps them.


Main thing is to use it to run your pipe reviews, coaching sessions, and forecast meetings. Never run meetings out of a spreadsheet. Reinforce usage and the benefit of using the CRM by leading by example. Other than that, configure page layouts for the benefit of the front line reps, not for the benefit of sales ops or analysts. Understand how page layouts can affect productivity and ensure only the fields that's are necessary for quick sales rep decision making are visible. Try and integrate apps which can be executed from the CRM UI vs taking users outside of the system of record.

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