5 Ways to Drive Adoption of Dynamics CRM in Your Organization

CRM is both a blessing and a curse for business managers. On one hand, you are given access to a powerful new tool that can streamline the workflow and boost collaboration, yet you have to also deal with teams adopting the new technology and mastering it. It’s not an easy task, and many companies have not learned how to properly implement CRM.

Studies show that Over 66% of companies say they have a hard time raising adoption rates over about 50%. These numbers are indeed discouraging. But I won’t back down, as Tom Patty sings. I believe that this is not predestined and we can drive up adoption significantly if we do it right.

I compiled 5 tips that will give you the upper hand so that all of your employees and team members not only use Dynamics effectively, but do it with enthusiasm so that the customer is the one that wins.

#1- Create Excitement 

The first thing that you need to do is show people exactly why Dynamics adoption is necessary. However, this isn’t just limited to you teams. You need to take the time to inform your clients about why Dynamics is not only necessary, but revolutionary. You can show off key features that benefit everyone in the company as well as clients who have questions. If you can get users excited about the software, you’ll be much more successful at getting people on board with the transition.

#2- Address Real Problems 

Take the time to inform users about why they need to utilize what Dynamics has to offer. Don’t just show them the fancy bells and whistles, but give them examples of everyday problems that can be solved with the CRM. For example, mobile access can be a huge factor for many people. Some studies have shown productivity increase up to 15% when reps had access to mobile CRM applications.

#3- Plan for Success

Then you plan for success, you shouldn’t be looking at how you can move the company forward, but what needs to be accomplished for your teams to be successful. You must have a plan and follow it so that everyone knows what is expected of them and when they will be transitioning over to Dynamics CRM. This ensures that nobody is blindsided by deadlines and everyone is able to learn at their own speed.

#4- Assist and Empower

In regards to learning, you need to take the time to not only teach your teams about the software, but do it in a way that everyone can be successful. This means that you need to mentor, provide self-service support, and even lead by example and train those that are falling behind. Give your teams the foundation that they need to be successful and see how much of a difference it can make.

#5 Get Engaged

Lastly, be sure that you are as involved in the transition to Dynamics as possible. This means that you aren’t just sitting in an office while everyone struggles to meet deadlines because their workloads have changed. Provide feedback and monitor everyone’s progress to help them understand what needs to be done. It’s stressful enough to work on a daily basis, and having a leader that eases the transition can make a world of difference.

CRM Matters

No matter if your business is big or small, you can benefit from CRM software. 50% of companies that have fewer than 10 people use CRM, and that number jumps up to 91% if you consider everyone that is above that range. They key to successful CRM implementation is not what you do with the software, but how it’s done. Don’t let your teams fall back any further than they already have, take advantage of what Dynamics has to offer and start giving clients the service they will appreciate for years to come.


Michael is the Lead Author & Editor of DynaMe. DynaMe is a blog focused on cloud based Microsoft Dynamics.