A business owner asks employees to update CRM every day. But when the owner needs a report, they still ask everyone to send it on WhatsApp.
What message does this send to the team?
Employees may feel that CRM updates are extra work because management does not use the information already recorded in the system.
1. Management Must Follow the Same Process
Suppose a sales team updates customer follow-ups in CRM.
During the morning meeting, the manager ignores the CRM and asks every salesperson to prepare a separate Excel report.
Employees now have to do the same work twice.
Over time, they may give less attention to CRM updates.
2. Use CRM During Sales Reviews
Managers should review relevant CRM information during meetings.
For example:
- Which follow-ups are overdue?
- Which quotations are pending?
- Which leads need management support?
- What is stopping an opportunity from moving forward?
This shows employees that keeping CRM updated is part of the company’s normal working process.
3. Help the Team Solve Problems
If employees are not updating CRM, first understand why.
Maybe the process is unclear, training is incomplete or some steps are unnecessarily complicated.
Set clear expectations and help resolve genuine difficulties.
Final Advice
Employees notice what management does, not just what management says.
If you want your team to use CRM, make it part of your own daily management process too.
Want to improve CRM usage across your team? Discuss your requirements with the Sukam Apps team.
