How do you choose a CRM that employees will actually use?

In marketing and sales, the most commonly used tools are customer relationship management (CRM) systems. They contain relevant data about your customers so that your sales team can be more productive and efficient and, consequently, increase sales.

If a company wants to reap the benefits of a CRM, employees must use it. But increasing employee acceptance of a it is not an easy task. Simplify the hiring process by choosing the right system for your team’s needs.

Here are four components an SMB should look for in drive employee recruitment.

1. Effective Integration CRM 

Nothing stops the hiring of employees like a long integration process. Some CRMs require a full-time employee commitment to implement, train and manage. This is not only unrealistic at the level of SMEs, it is also unnecessary.

CRMs with a lengthy integration process are likely to be very complex, reducing the likelihood that employees will use them. Find a CRM with an efficient implementation process. The less training and time it takes to get started, the better. Employees use before starting work right away.

2. User experience

It’s frustrating not knowing how a new tool works. When we are confused, we tend to give up completely if we take too long to understand. The same goes for a CRM. Once the software gets complicated and the rest of us have to start asking how to use it, it gets tiring to use, leading to less usage.

3. Automation and functionality

In all companies, some processes can be automated. Systems are the perfect platforms to deliver such automation. Many CRMs come with bells and whistles, but you should ask if they are necessary for you. These flashy add-ons often overcomplicate the experience. Resources should save time, not extra work, for your team.

Make sure the right automation is available to your team, not one that hides an employee’s screen but doesn’t add value to your business.

4. Additions

There are several tools for marketing, sales, finance, and project management. Each employee will likely touch a combination of all these tools. That’s why it’s essential to find a CRM that integrates with the tools your team uses. Employees want integrations so they don’t have to log in and out of all types of software.


When choosing a system that employees will use, simplicity is the driving force behind decision-making. A complex filled with unnecessary bells and whistles is likely to go unused and drain your business of money and resources.

When it’s time for your SMB to choose a CRM, look for an option with an efficient integration process, an intuitive interface, time-saving automation, and necessary integrations. Once these four components are in place, your team is much more likely to use.

And when employees start using CRM, there will be more efficient and more accurate, and beneficial data to help your business grow.