Getting employees to start using the CRM

March 9, 2025

Implementing a CRM within an HR SaaS environment is more than just a technical upgrade — it’s a strategic shift. As our product scaled and the user base grew, so did the complexity of managing relationships across departments. This blog dives into a real-life case of how we tackled that challenge, the solution we rolled out, and the impact it had on our business and users.

Challenge

CRM adoption was low, with employees using only basic features, limiting its strategic impact. A lack of clear guidelines led to inconsistent usage and underutilized potential.

Solution

We developed a structured CRM blueprint tailored to business needs. Furthermore, we provided real-time insights on who is using the CRM how and gave everyone (salespeople and management) the insights to start discussing how and where usage needs to be increased. We trained everyone and gave personalized coaching to drive engagement further up, enabling management to have the right discussions with their salespeople.

Impact

Our approach transformed CRM usage, enabling data-driven decision-making and fostering a cultural shift toward consistent adoption of the CRM. Teams collaboration increased, forecasting quality has improved and additional cross-selling opportunities have been identified.

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