CRM adoption is a real issue. One reason that clients bring me in is because they have challenges getting sales people to regularly input data or even perform consistent pipeline updates in CRM. I want to share some insights I have gained from addressing this dilemma, because I find that the real reason for this issue is not well understood.
In my experience, the CRM adoption problem typically is framed as sales people versus management. On one hand, sales people feel that CRM is a management tool used to micromanage their activities. The other side of the coin is management’s perception of sales people not being accountable, lacking discipline, and the expectation that CRM input is a “job responsibility”. In other words, the sales team must be pressured to do something that management believes they won’t do voluntarily.

The reality is that the problem is deeper than sales people’s perceptions of a conspiracy to handcuff them into doing management’s bidding. Instead of using a push strategy, managers should consider changing their perceptions about how sales people actually benefit from effective CRM adoption. I believe that at the heart of good sales management practices is the simple idea that Managers should communicate positively to motivate team members.
It’s time for sensitivity training.