Bringing in new technology to your business can increase efficiencies and sales and help decrease organizational silos, but getting user buy-in can be a challenge. Today, achieving digital transformation is critical to organizations and that change can be a slow, tedious process when user-adoption is low.  It is important for your team to understand how to use new technology as it is for them to know why. Once they develop a comfort level with the technology and understand how it makes their work better, is when the real ROI comes into play.

Are you looking for ways to increase CRM and Outlook user-adoption in your business? You may ask yourself, is it best to incentivize your group or reprimand those that don’t. If you are seeking to increase user-adoption, bear in mind the following items.

How to Increase CRM and Outlook User-Adoption

Make it routine

As early as possible, communicate to your team that the organization is transitioning from old to new, and make it a routine part of their day. An easy way to do this is to have your team give updates through the new technology.  For example, once you have implemented a CRM system, start asking for reports or numbers using the CRM system.

Get your internal leaders onboard

Here, we are not necessarily speaking about managers. We are talking about any team members that are influential within your organization. Using these influencers who have good networking and communication skills can help spread the word of adoption in a positive light.

Make it fun

Rewarding “good” behavior is much more effective than penalizing “bad” behavior. Whether you use compensation, recognition, or perks, it can be a fun experience to motivate and engage your team.

Last-ditch effort: Consequences

If all else has failed, it may be time to consider instituting consequences for non-use, because, at a certain point, the issue of lack of adoption becomes a productivity issue. Now, those who have not adopted the new technology need to be held responsible for not utilizing said tools. A good example is to communicate that any work done outside of the new systems will not be counted towards their work.

The Do’s and Don’ts


  • Communicate how this new technology benefits the organization and will make work
  • Reward employees that embrace early adoption
  • Make new technology a part of their new routine


  • Choose an overly complicated technology solution
  • Get your internal leaders on board
  • Rush into punishing employees who don’t embrace adoption – this should be a last resort

LBMC Technology Solutions employs a team of CRM professionals to help clients plan, implement, train, customize and support their business solutions. Contact LBMC Technology Solutions if you would like help implementing a CRM solution for your organization.