3 Ways Sales Can Approach CRM Better from the Start

3 Ways Sales Can Approach CRM Better from the Start

If you are struggling with CRM as a salesperson, don’t worry.

We all feel this way at some point. Luckily, there are many ways to overcome these common challenges and feelings of uncertainty to set yourself on the path to success with CRM in your sales function.

In this post, I am sharing three things I wish me and the organization I worked for at the time I was introduced to CRM would’ve done differently so that you can learn from my experiences and have a successful CRM implementation yourself.

1. Be Open-minded

I admit that one thing I could’ve done a lot better is to be open-minded to CRM. I encourage you to learn from me and take this approach. When you walk into a project with the mentality that you don’t want to learn or use CRM, you prevent yourself from evolving.

Whether personally or professionally, one thing I think that we all want to do is evolve, and that often comes at the price of putting down what you know and absorbing what you don’t. There are things that we all can learn in life!

Reframe your pessimism into optimism. Remove preconceived stigmas.

2. Explore How CRM Can Help

Instead of fixating on the idea that “CRM is going to make your job harder,” explore the possibilities of how CRM can help you. I speak from ample experience when I say that you’ll be happy about what you find in the long-run.

Though it may take you a while to learn the system, walking in with the right attitude will help you pick things up faster. It’s all about having an open headspace, willingness to learn, and desire to make great change happen.

When you resist change, you prevent your professional (or personal) development. Often, I have found that change makes us better as people.

3. Lean On Experienced Colleagues

Companies should facilitate conversations between those who are experienced with CRM and those who aren’t. More experienced users may be or become “power users” or “super users” as you go and grow with CRM.

They can help others learn, speak to the same worries and concerns they may have initially had with CRM, and explain how it’s transformed the way they sell.

Eventually, this dynamic will become a critical part of the ongoing CRM training and coaching processes within your organization and sales team.

In the Ledgeview Partners eBook, “Lessons Learned: A Salesperson’s Guide to CRM Success,” I discuss my journey overcoming common CRM user adoption hurdles and misconceptions to find success.

I want to help you do the same. If you are a salesperson who wants to refamiliarize yourself with CRM and drive real results for your business through the good, the bad, and the uncertain, this eBook is designed for you.

I hope by the end of this eBook, you consider a new path with CRM in your sales function.

Happy selling!