Improve CRM Usage
Get your sales teams to truly adopt your CRM to leverage its full potential and improve their commercial performance.
They trust us to train their teams
Why improve your CRM usage?
A poorly utilized CRM is a brake on your commercial performance. Companies that master their CRM increase their revenue by 29% and improve their customer satisfaction by 34%.
Get your teams on board
Tool resistance often stems from a lack of understanding. Understand the psychological levers of CRM adoption to transform it into a real sales helper.
Build effective processes
A CRM is only as good as the processes that structure it. Define clear rules, adapted to your reality, for consistent and relevant usage.
Measure to progress
Without adoption indicators, impossible to know where to act. Learn to track the right KPIs and set up a continuous improvement dynamic.
Learning Objectives
At the end of this training, you will be able to:
- Diagnose the current level of CRM adoption in your organization
- Identify the brakes and levers of change specific to each user profile
- Build an adoption action plan adapted to your context
- Set up indicators to measure and track usage
- Lead initiatives to anchor the CRM in daily practices
Target Audience
This training is for: Sales, Sales Managers, Commercial Executives, Sales Operations Managers
Program
Before the training
- Complete a survey to identify current CRM usage issues
During the training
Identify your CRM's positioning
- Analyze current usage and associated perceptions
- Identify blockers: resistance, habits, perceived value
- Map user profiles and their specific needs
Anchor the CRM in the commercial culture
- Clarify the value proposition of the CRM for each profile
- Build a discourse and sales materials to promote usage
- Identify the right moments to integrate the CRM into the sales cycle
Define effective processes
- Map processes: input, output, rules, responsibilities
- Document and share best practices
- Adapt the CRM to business reality without unnecessary complexity
Measure adoption and usage
- Define the right adoption KPIs: connection rate, data quality, update frequency
- Build dashboards to track and drive usage
- Implement review rituals to anchor progress
Launch your adoption action plan
- Prioritize actions according to impact and feasibility
- Define your adoption improvement trajectory
- Mobilize your teams and internal sponsors
Teaching Methods
- Theoretical and methodological input
- Practical exercises based on your context
- Work on your real cases
- Personalized feedback from the trainer
The specialist in sales and customer relations for 20 years
100+ programs designed by our instructional engineers and delivered by 40 field specialists.
Frequently Asked Questions
Does this training cover a specific CRM?
No, this training is CRM-agnostic. It focuses on change management and best practices applicable to all tools: Salesforce, HubSpot, Pipedrive, Zoho, etc.
Can we work on our current CRM issues?
Yes, the practical exercises are based on your specific context. Identify blockers and build concrete action plans.
Who should attend this training?
Commercial managers and executives who want to improve their teams' CRM adoption. Also useful for CRM admins seeking to increase usage.
How long does the training last?
From 0.5 to 2 days depending on your needs. The format is defined together during the scoping phase.
Is this training eligible for OPCO funding?
Yes, KESTIO is Qualiopi certified. This quality certification enables our training programs to be funded by OPCO.
Request a Quote
An expert will call you back to discuss your needs and support you.
Contact Us Directly
Our team is available to answer all your questions about this training.
Hours: Monday - Friday, 9am - 6pm (CET)