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Home Uncategorized 5 key reasons why salespeople resist using CRM systems
5 key reasons why salespeople resist using CRM systems
BusinessDigital transformationIT

5 key reasons why salespeople resist using CRM systems

November 2, 2020

In this video, ECLEVA’s CEO Patrick Northcott talks about the 5 key reasons why salespeople resist using CRM systems. 

  1. They are often perceived as difficult to use and time consuming to maintain.
  2. Spending time capturing information is seen as taking time away from personal contact with prospects and customers.
  3. Cloud-based CRM systems are accessible across multiple devices. However, the mobile user experience is often not properly configured making it hard to access account information. Their phone address book will often trump the CRM system.
  4. Some salespeople are very territorial and view adding sales tactical information into a CRM system will encourage peers to steal their ideas.
  5. Leadership often doesn’t lead by example. For example, relying on CRM reporting to drive decisions and holding salespeople accountable for meeting sales targets, is only possible if salespeople fill in key info into the CRM.

Work with a CRM Technology expert that specialises in configuring CRM systems. An easy to use system will encourage salespeople and other team members to capture vital customer information.    

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Slide
In-Workshop
Stage 1: Discover Your Business Challenges

We begin with a short, practical introduction to AI — focused on real business value, not hype — then shift quickly into understanding your organisation.

 

Together, we explore where work feels:

• Slow, manual, or repetitive
• Difficult to scale
• Dependent on workarounds or spreadsheets

• Fragmented across systems or teams

 

This stage uncovers the real operational and process challenges behind day-to-day friction, forming the foundation for meaningful AI opportunities.

Slide
In-Workshop
Stage 2: Prioritise What Matters Most

Not all problems are equal. In this stage, your team collaboratively prioritises the challenges identified, ranking them based on business impact, urgency, and strategic importance.

 

This ensures the workshop stays focused on what truly matters — not theoretical use cases — and that every opportunity we identify is anchored to real, agreed business priorities.

Slide
Post-Workshop
Stage 3: Map AI & Automation Opportunities

Following the session, ECLEVA translates your prioritised challenges into practical AI and automation opportunities that align to your current Microsoft environment, such as:

• Microsoft 365 & Copilot
• Dynamics 365 & Business Central
• Power Platform (Power Apps, Power Automate, Power BI)

 

Each opportunity is assessed using a Value × Ease framework, clearly highlighting:

• Quick wins
• High-impact initiatives
• Opportunities requiring more planning or investment

 

We then present these findings back to your team, walking you through the prioritisation, recommended sequencing, and logical next steps. You’ll receive a clear, visual prioritisation that makes decision-making easy.

Slide
Post-Workshop + Optional Next Phase
Stage 4: Feasibility, Readiness & Next Steps

We complete a high-level feasibility and readiness check, covering:

• Data availability and quality

• System and integration readiness

• Security, governance, and compliance considerations

• Risks, blockers, and any preparation required

 

The outcome is a clear, actionable roadmap outlining recommended next steps, sequencing, and indicative effort.

 

If you choose to proceed, ECLEVA can support you through:

• Detailed solution design

• Proofs of concept or pilots
• Implementation and change enablement

 

Always at your pace, aligned to your goals.

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