You can spend all the money in the world picking the right CRM, customizing it, and hiring the best consultants.
But if your team doesn’t use it?
None of that matters.
Here are three easy things you can do right now to encourage CRM adoption—no fluff, no technical jargon:
Here's a video showing these 3 easy to deploy tips
1. Customize Homepages for Each Role
Give your users a homepage that actually helps them do their job.
Salespeople? Show them new leads, today’s follow-ups, and hot deals in the pipeline.
Support staff? Put open tickets front and center.
Don’t make users hunt for what they need. Help them see it the second they log in.
2. Use Blueprints to Guide Follow-Ups
Create a simple blueprint for the sales process.
Add buttons like:
“Send Intro Email”
“Make Call”
“Follow Up Next Week”
Put these right at the top of the contact record so reps can move fast and stay organized, no clicking around, no confusion.
3. Add One-Click Macros
Macros save time and reduce errors.
With one click, a macro can:
Send an email using a template
Update a record field (like “Last Contacted”)
Create a follow-up task for the future
Your team will love being able to move from one lead to the next without stopping to fill out forms or click through menus.
These changes are easy to make.
They don’t require a full rebuild of your CRM.
Just a few small tweaks to make your team’s life easier and get them using the system you invested in.
