I focus on collaboration and hands-on training. First, I involve them in the process by gathering their feedback during the selection phase, making them feel valued. Then, I provide interactive training sessions where they can explore the software in real-time, addressing questions and concerns. I emphasize the benefits of the CRM in making their jobs easier and enhancing client relationships. Lastly, I create a supportive environment by establishing ongoing check-ins, celebrating small wins, and encouraging them to share tips with each other.

As a Retail Business Mentor, I helped a retail business owner train their sales crew on new CRM software. We tailored the training to meet real-life issues, ensuring that the staff felt connected to the information. By developing a support system with CRM advocates, we established a culture of help. Encouraging feedback enabled team members to express their concerns, which we swiftly handled. This targeted strategy not only increased adoption rates, but also gave the staff the ability to operate the CRM efficiently.

The more you use it, the better you get at it! When introducing new CRM software to my sales team, I ensure effective adoption by providing hands-on guidance and continuous support. Recently, I introduced ClickUp, which was unfamiliar to my team. I started by hosting a video meeting to explain key features, ensuring everyone followed along step-by-step. Afterward, I provided a video resource for them to review independently and assigned practical tasks to complete within ClickUp, encouraging them to explore and learn by doing. I monitored progress and offered help where needed. Now, more than half of the team has become highly proficient, showing how a structured training approach leads to strong adoption.