How to Choose a CRM That Employees Will Actually Use

In today’s world, more and more companies are realizing the potential benefits of implementing technology in their workflows. At the same time, many people see the pitfalls of choosing the wrong technology.

One of the biggest obstacles in choosing the technology is that it is simply too difficult to start or too complicated to use.

Here are four components that an SMB should look for in a CRM to drive employee recruitment.

  1. Effective integration

Nothing prevents employee adoption as a long process of integration. Some CRMs require a full-time employee to handle implementation, training, and management. This is not only unrealistic for small and medium-sized businesses but also unnecessary.

CRMs with a long integration process are likely to be very complicated, so employees are less likely to use them. Find a CRM with an efficient implementation process. The less training and time it takes to get started, the better. Employees more often use a CRM that they can use immediately.

  1. User experience

It is frustrating not to know how a new tool works. When we get confused, we tend to give up completely if we take too long to find out. The same goes for a CRM. Once the software gets complicated and we have to start asking other people how to use it, it becomes tiring to use, resulting in less use.

  1. Automation and functions

In all companies, some processes can be automated. CRM systems are the perfect platforms to offer this automation. Many CRMs come with bells and whistles, but you must ask if they are necessary for you. These advanced add-ons often get in the way of the CRM experience a lot. Resources should save team time, not extra work.

The most time-saving quality of a CRM system is the ability to automate daily tasks and processes. For example, if you are sending an invoice, it should be automatically synchronized with your CRM. When that happens, you know who paid and who didn’t. Other tasks take a long time to be automated, such as preparing sales reports. The more data you automatically collect in CRM, the more it can become the source of truth for all your customers, saving staff time and allowing them to focus on other things, such as maintaining relationships with customers and prospects.

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

  1. Additions

There are numerous marketing, sales, finance, and project management tools. Every employee is likely to touch some combination of all of these tools. That is why it is essential to find a CRM that can integrate with the tools that your team is using. Employees want integrations so they don’t have to log in to different software.

Integrations can collect all customer data in one place, paving the way for a holistic analysis of your customers and give each team member an overview of where each customer is. Creating a destination location for all customer information can save a lot of time.


Make decision-making easier if you choose a CRM system that employees will actually use. A complex CRM full of unnecessary bells and whistles is likely to go unnoticed and drain money and resources from your company.

When the time comes for your SMB to choose a CRM, look for an option with an efficient integration process, an easy-to-use interface, time-saving automation, and the necessary integrations. Having these four components in place increases the likelihood that your team will use CRM.

And when employees start using CRM, there will be more efficient and more accurate, and actionable data to grow their business.