Best Practices to Increase CRM Adoption and Engagement

In recent years, companies have seen the value of implementing a CRM system, one of the fastest-growing technologies of our generation. CRM, which stands for Customer Relationship Management, helps manage customer data to streamline company processes to increase sales.

The projected value of the CRM market by 2025 is about $80 billion, and this number isn’t surprising, knowing that many companies have greatly benefitted from having a CRM system in place. However, there is one pitfall that lies with the company trying to implement a CRM system, rather than the CRM software itself, and that is CRM adoption.

A survey by Merkle Group Inc. stated that more than half of the companies using CRM fail at their projects. The most common culprit for failure is the lack of CRM adoption strategies, that would properly incentivize the end-users to use the software more efficiently, and speed up user adoption rates.

Most employees already have set ways on how to handle sales and manage their leads. Asking them to suddenly shift into using a CRM software may not be as easy as it sounds. Other reasons include usability problems, inadequate planning and training, and the lack of communication with users.

Despite the large number of companies struggling with CRM adoption, research shows that companies who have successfully adapted to their new CRM have seen an incredible increase in sales and productivity.

To replicate their success in CRM adoption, here are a few practical tips and tricks that can help you boost your company’s adoption rate:

Choose the right CRM for your company.

There are hundreds of CRM software available on the market today, and if you haven’t chosen one for your company yet, then this particular tip is for you.

Before anything else, one must look at what your company aims to achieve by using a CRM. You need one that will eliminate the inefficient procedures in your business and streamline data processing, that is specific to your company.

Consider these questions, which will help you choose the right CRM product to use, and make sure to involve your users in doing so:

What specific features and functionalities does the Company need?


Different companies need different solutions. It is best if you can pinpoint the problems your company has and what CRM features would be needed to mitigate those issues. Does your company badly need automated email marketing, calendar management, chat integration? Or perhaps a social media integration feature?

Knowing what your priorities are will help you select the right CRM that fits your company’s needs.

Here’s a Pro tip: Select a product with a Mobile APP capability.

Mobile APP-enabled CRMs allow you to utilize your CRM anywhere you go. Some even have support for CRM Data Entry Software which will make it more easier for you to maximize your CRM. The availability and convenience of phones make it easier for users to input data, manage sales, and communicate remotely. It reduces the hassle of having to go to the office or use a PC when the system can be accessed through the phone in your pocket. It increases usability and access, and it can be applied to any type of company.


Adoption rates have also been observed to increase for companies using mobile CRM. According to Forester, mobile CRM increased team productivity by 50%. All in all, it allows for a smoother CRM adoption.

Is the software user-friendly and a good fit for the users?

No matter the user’s familiarity with CRM, the more user-friendly it is, the better. In a survey done by Capterra, “Ease of Use” came in as the second most important factor in purchasing a CRM, with “Functionality” as the first.

Users are less likely to engage with software that is complex and hard to use.

Scalable Pricing

Choose a CRM software that your company can easily start with. The returns from using a CRM may come in later, it would be important to consider how your CRM adoption strategy pans out to your sales people. Large upfront costs may not be the best way to go but something that can easily scale as your business grows into it would be something to consider.. The type and level of the CRM software usually dictate the price, so choose the one which has the essentials you need.

Also, consider the number of users. The more users, the higher the cost, and note that not everyone in the company needs to be a user. Only choose the most suitable employees to become CRM users, to budget the costs. You can always add more or upgrade later on.

Get your Sales Team to Pitch in

As the ones who will be using the software, their input is just as important in deciding the best CRM to use. As stated earlier, try to involve your users from the very beginning. Discuss the previous questions with them. Let them demo the potential CRM products and listen to their concerns.

In order to achieve a 100% adoption rate, they need to be comfortable with the CRM that they will be using. Their early involvement will result in more proactive users.

Establish the importance of adopting a CRM system

During the entire process, make sure that your sales force fully understands why the company is making the shift. Explain  the benefits of having a CRM, for both the company and the users themselves. By understanding the reasoning behind the decision, the appropriate mindset and actions will follow, and resistance to change will be reduced.


To do this, an expert in CRM must be present to explain and guide the users. This leads to the next tip:

Have a CRM Specialist spearhead the adoption.

This person needs to be an expert in the CRM product and its use, to be able to manage training, answer questions, and oversee the CRM production processes all in all.

You may hire someone from outside the company, or select someone in your company who is already proficient. Someone in a managerial role would be most suitable in order to establish authority and to make sure that the procedures are in good hands.

Train and Guide your users well

This may come as a very obvious tip, however, some companies still don’t apply this. Conducting regular training sessions in the first few weeks of adoption is very important. It can be very detrimental to expect that your users already know from the start, how to utilize your company’s CRM.


Exploring and learning all the CRM features may take months. Instead of handing your users a two-inch-thick handbook to read within the next three days, have regular training sessions, starting with the basics. A handbook should still be utilized, but use it as supporting material for the training.


Training sessions provide an avenue for the users to quickly familiarize themselves with the software and actually use it, which can speed up adoption rates.

Give incentives to excellent end-users

Reward the users who actively use the CRM system well. Have weekly or monthly assessments and see which users input data accurately, set up the right email marketing, satisfied a customer, or converted a lead. This will motivate the other users to follow suit and increase the quality of their performance.


Shifting to a CRM system is more than just the software itself. A lot of it is about the correct implementation and user participation. Even the best CRM software would be rendered useless if the employees refuse to adapt and use this new technology.

In planning out your CRM adoption strategy, utilize these solutions to increase your chances of success and maximize your CRM’s capabilities, leading to more productivity and growth for your company.

Why Some Businesses Still Don’t Use CRM

Customer Relationship Management is every modern business’s oracle. It hosts and produces precious data the world of sales needs to win.

Any serious sales executive who’s ever used the likes of Salesforce or Microsoft Dynamics will pretty much tell you that it has become their lifeblood.

But, why do some businesses tend to ignore or shy away from it? Here are a few reasons why.

It Becomes Overwhelming

We now live in a world where laboring to good old filing cabinets and phonebooks are mentally dragging, and the convenience of cloud-based systems and advanced search bars make more sense.

If most salespeople and marketers rave about the treasure that is CRM, why is it that a lot businesses still haven’t caught on? Is missing out really an option  for smaller players?

Forbes relates having to deal with ‘too much’ data with the anxiety of cramming for exams. With the new technologies crowding the internet, it’s not inevitable to feel this way, especially without proper support.

Let’s get one thing straight. CRMs are designed to make business easier, not harder. All you have to focus on is finding a provider that can tailor-fit a CRM system for your business. With proper CRM adoption training, familiarizing and a little bit of faith, you’ll be sure to find in the end that it is worth the squeeze.


They don’t understand its value.

Have you ever wondered why some businesses grow faster and some don’t? Did you ever find out what kind of system they use to scale their businesses? Chances are, they’re more willing to try new things like CRMs in order to level up.

Metrics-driven sales is key to cost-effective marketing. It makes a world of a difference to see which sales practices work best for you when you can collect relevant data with just a click of a button.

Without CRM systems, not only do you miss the opportunity of having more time and resources to far more effective sales strategies, but you could also be risking your business’s success.

They don’t know its long-term benefits.

Sure, you’ll have to make an investment for something like Salesforce and CRM adoption training, but what you get in exchange would be a start to optimizing metrics-driven sales.

If you’ve ever gotten a hold of potentially useful data but never really found out what to make of it, then you must know by now that a Customer Relationship Management system is what you need.  CRM systems now not only host the data, but offer add-ons that help you make sense of the data and create actionable insights for both sales and marketing teams alike.

Through time and as you adapt to making your CRM system part of your sales initiatives, you will be able to gauge the return of investment in the value of the data that you preserve in your sales operations that eventually will give better insights  to improve your sales performance.


Taking it a Step Further

As CRMs become of real value to companies there is still a question of time in keying in entries to the CRM by your sales personnel vs them actually selling. Oftentimes you want your salespeople to focus on what they are good at: SELLING.

For such situations, companies like Hey DAN provide total support to your sales teams through their Voice to CRM solution that combines artificial intelligence with human expertise. At the end of the day, the sales meeting happens, it gets recorded (voice) and directly entered into your CRM, and ready the next day.

Hey DAN provides full CRM data entry support that’s voice enabled to ensure your company gets better and more timely data into your CRM.

Creating Better Restaurant Experiences with Salesforce

In the beginning, many people thought CRM was a tool reserved mostly for more tech-based companies. However, through the years, more and more businesses have realized its immense value for almost every other industry.

Salesforce has long been at the forefront of innovative CRM tools. There are plenty of reasons why business owners should consider them as their sales partners. If you’re a restaurant owner thinking of investing in Salesforce as a CRM tool, here are a few reasons why:

Better Marketing Campaigns

While the internet makes it easier to speak to customers like never before, it also increases the competition you have for their attention. To keep your customers engaged, they need to feel that you remember them and their preferences.

Using Salesforce, you can make better campaigns that are triggered your customer’s actions and reactions. Salesforce helps put together a unified customer profile that helps you understand customers like never before.


Reward Loyal Customers

With thousands of restaurants as your competition, it’s no wonder why you have to retain your customer’s attention. Several studies have found that it’s at least six times more expensive to acquire new customers versus keeping current customers.

Salesforce helps you build loyalty programs to give customers incentives such as discounts, exclusive sales, and promotions. With this, you can differentiate yourself from the competition every step of the way.


Improve Your Services

Through gaining knowledge about your customers, you can find out why they want to dine with you and make more moments like it. With customer data at your fingertips, your teams can make decisions better and faster.

With Salesforce, you can easily manage customer reservations, create tickets for customer inquiries, and inviting feedback on every aspect of your business. Integrating information from your website, social media, and in-store feedback creates a more holistic view of your customers and what they think of your service. From there, you can improve every aspect of their experience to maximize their satisfaction.


Manage Your Branches

For businesses that have several franchises, staying on track with all of them can be challenging. Between monitoring sales and calculating targets with varying currencies, Salesforce has all the tools that you need to measure performance well.

By keeping the data of your various branches organized, you can make sure that the sure the quality is always up to standard for your brand. Creating a central information repository of your suppliers, staff, and team members can help your franchisees save time and effort.


Better data leads to a Better Restaurant Experience

Gone are the days that all restaurants need to succeed are good food and ambiance. These days, customers are a lot more discerning. From booking, actual dining experience, and every communication in between, there are plenty of opportunities to set you apart from your competitors.

Through the years, CRM has proven to be a necessary tool that every restaurant should have but at times a pain to maintain and keep updated. By getting Voice to Salesforce solution, all your data can be transcribed to your CRM automatically. Combining crm specialists and artificial intelligence similar to the debunked Einstein Voice, your restaurant can stand at the forefront of leading customer experience at every touchpoint.

Why Your International Sales Teams Need Salesforce

Through the years, Salesforce has gone from a go-to application for small businesses to one of the best CRM systems out there. From non-profits, schools, restaurants to large corporations, there’s something in it for everyone.

However, there’s one team in particular from your company that will benefit from the Salesforce the most – your international sales teams. Here’s why:


5 Salesforce Features for Your Sales Teams

Salesforce offers many options that keep your sales teams always on top. There are several features that you can use to take your sales processes to the next level. Here are a few of them:


Why Your International Sales Teams Need Salesforce

Guide Users with Path

Help your sales representatives make sure the data they enter about your customers is always complete. Through paths, Salesforce guides your sales teams throughout every step of the various business processes. From spotting opportunities to nurturing a lead into a sale, Salesforce will be there to stand by your reps every step of the way.


Opportunity Teams & Splits

With Salesforce, opportunity teams can easily collaborate on nurturing leads. By splitting teams into roles such as a sponsor, support agent, or project manager, you can also allocate the appropriate credits based on their contribution to the sale. Through opportunity splits, you can automatically share revenue, update personal targets, and give people the right compensation for their efforts.


Territory Management

For larger companies, territory management helps keeps track of the various areas you operate in. Salesforce helps organize your territory models for the best coverage to understand the effectiveness of your campaigns. With customizable components that let you create and preview strategies, you can refine your model with ease.


Currency Management

Using Salesforce, your company can easily consolidate the various currencies from the countries you operate in. By managing the currencies of your opportunities on Salesforce, your forecasts, quotes, and reports will automatically adjust to the active currency based on recent exchange rates. With this, you can keep everyone on the same page regardless of where they are in the world.


Collaborative Forecasts

Avoid tension at the table during sales target discussions. Using collaborative forecast, your sales team can predict revenue and quantity from your opportunity pipelines. Setting up quotas, adjusting forecasts, predict sales, and more is easier with Salesforce. You and your team will always be on the same page, and you can align your targets as often need to.


Manage Your Sales Team Better

For many global companies, international sales can be a handful. With varying time zones, currencies, and targets, consolidating data, and targets can be challenging. Salesforce eliminates a lot of the issues that many companies used to struggle with.

However, adapting to new software isn’t also easy for everyone, and it would be especially difficult for people as busy as sales professionals. If you’re looking to give them another helping hand, you can ask for the assistance of specialists like Hey DAN.

Hey DAN has a complete Voice to SalesForce CRM solution that can easily be connected that is AI powered similar to Einstein Voice.

Automatic Speech Recognition in Einstein Voice

Einstein Voice combined the power of artificial intelligence through voice technology and CRM. Using only voice commands, Einstein Voice users were able to take advantage of the several cloud-based resources and the Salesforce CRM system. From being reminded automatically of meetings, alerts to the status of business objectives, there are several ways you could have utilized Einstein Voice.

In combination with Alexa, Siri, and even Google, Einstein Voice spoke directly to mobile apps or through smart speakers such as Echo and Google Home. Einstein Voice goes beyond just passively dictating important information. It could also suggest the next steps and even execute tasks. Einstein Voice really set the bar high until decided to abandon the project altogether but understanding it worked is a great focal point on how voice integrates with CRM with AI capabilities. Let’s look at the different aspects of its implementation:

How does automatic speech recognition work?

Before we can understand how Automatic Speech works in Einstein Voice, it is necessary to understand what Automatic Speech Recognition (or ASR) is.

ASR is a type of technology that allows humans to speak to computer interfaces conversationally. Mimicking human conversation, advanced ASR enables users to talk to virtual assistants and execute commands through them.

For ASR to work, it has to pass through a channel that can process human voices through a microphone and feed it into the right places for processing.

The Einstein Voice Assistant

Einstein Voice worked by transcribing the audio from users through their devices and runs them through natural language models, converting the spoken word into a machine-readable format. Afterward, Einstein could classify it into the necessary categories and forward it towards the right data centers.

Einstein would search the Salesforce system to extract and normalize inputs. Next, Einstein Voice would either tell you what you want to hear or show the fields that you want to see through your mobile device screen.

Lastly, Einstein Voice did not just pull information from the CRM system. Einstein also analyzed the information that was requested and would ask users if they wanted to schedule more tasks or set reminders.

Einstein Voice promptly logged all concerns in detail. With this, repeat requests were more efficient every single time. Einstein Voice also ensured that logged events were up-to-date and contained all the necessary information or next steps.

Einstein Voice Replacement

With these, Einstein Voice was just scratching the surface of what voice to CRM technology could do before they quietly shut down services in 2020.

Despite this, many users are still looking for ways to take advantage of machine learning and the power of voice recognition technology for their CRM systems.

For users still searching for an Einstein Alternative, Hey DAN does all this and more. Hey DAN not only uses ASR to process your voice commands, but it also uses trained human specialists to verify information that technology is not capable of doing yet.

With Hey DAN, you can get all the benefits of an ASR integrated into any CRM software of your choosing. You don’t have to worry about migrating your data or teaching your team how to use new software. Hey DAN comes up with solutions that will enable your sales force and be the Einstein Voice Replacement to further improve your sales.

Why Your Company Needs Voice to CRM Technology Today

Adoption for new and innovative technology always takes time. When it’s primary users have their hands full with endless task lists, it’s no wonder why it takes teams a long time to adapt.

For fear of hampering existing productivity, many decision-makers like veteran sales leaders refuse to change what they have always done. No one has time to make space in their busy schedule to train teams from the ground up.

Despite this, there are endless benefits that come with using intelligent voice technology. After getting over the initial learning curve, companies that invest in transitioning their teams benefit exponentially.

Here are a few reasons why your company needs Voice to CRM technology today:

Organized Data

An effective voice to crm program keeps track of all logs of every concern or request that you make. You will never have to worry about losing client information on the go ever again. Integrated with your CRM software, voice technology keeps data more accurate, up-to-date, and relevant.

Higher Productivity

Voice to CRM technology helps eliminate hours spent manually typing sales data. An estimate of 2/3 of all sales professionals spends their time doing work unrelated to their core functions. Many salespeople struggle with many types of administrative work. Sometimes, these include expense filing, meeting information, and scheduling. With the freedom to dictate meeting notes, details, and tasks, Einstein Voice opens up more time for salespeople to find more clients and close sales.

Increased Happiness

Overall, employees who feel like their time is valued are happier. With better ways to spend their time, they can find more moments to breathe and relax in between meetings. While the initial months of implementation might be challenging, making sure it goes smoothly would guarantee happiness for years.


Voice to CRM Technology is your Einstein Voice Replacement

Investing in voice to CRM technology should be a priority for companies who rely on their people always on the go. Gone are the days that your teams need to go back to the office to file reports, send updates, and automate activities.

While Salesforce has closed the doors on Einstein Voice, you do have other voice to SalesForce CRM options that provide the same, if not more.

Using just your voice, Hey DAN can take your CRM system to the next level. Using machine learning and human empathy, Hey DAN helps you populate, maintain, and improve any CRM system of your choosing.

Hey DAN is coming up with a real Einstein Voice replacement that should be available in the SalesForce marketplace this year.

How to Use Salesforce for Remote Schooling

Moving to remote learning has been difficult for everyone, whether it’s the students struggling to get their requirements on time or teachers having trouble responding to all the parents asking for help.

Multiple stakeholders often mean that data is routinely lost in the noise. Also, several systems have to be running to take the place of face to face education.

With so many things changing, it’s no wonder that many schools are finding it hard to cope. Many parents, teachers, and students need all the help available.

Thankfully, Salesforce is here to save the day.


3 Ways to Use Salesforce for Remote Schooling


Voice to SalesForce for Schools


While originally designed for small businesses, Salesforce has expanded to use its advanced CRM system to help schools navigate the modern world.

With Connected Schools, Salesforce helps manage multiple stakeholders into one cloud-based platform accessible anytime and anywhere.

But how exactly does Salesforce do it? Here are a few ways of how Connected Schools can help you engage your stakeholders:



Salesforce is a great way for schools to entice, engage, and process the admission process. From reaching out to potential customers through various lead generation mechanisms to the onboarding procedure, Connected Schools is a great way to make a solid first impression.

Using Salesforce, schools can easily provide information about the demographics of their current student body and that of their alumni network.

Schools can easily identify the demand for certain degrees, both by interested potential students and the likelihood of job success after graduation.


Increased Communication

With its automated systems, communications between the management, staff, and students can be almost seamless. Keep everyone aligned with important dates, announcements, and changes that will affect the overall community.

Additionally, In addition, you’ll never have to worry about missing even the most intimate of moments. Keep your community engaged by remembering birthdays, work anniversaries, and even special dates in your school’s history.


Student Status

The internet is an amazing innovation to aid students in their growth through their time in your school. However, it is also full of distractions. Left unchecked, it can keep students from focusing on fulfilling their requirements.

With Salesforce, students can be reminded of important deadlines, submissions, and presentations that they need to be aware of. In addition, schools can also track student performance and accurately predict the number of expected graduates.

Schools can also track the necessary headcount for each class. These can aid in hiring processes to match the incoming needs of the students.


Making the Most Out of Salesforce Connected Schools

While a great CRM tool is important, clean data is necessary to make the most of it. With new students and teachers coming in, it’s hard to keep track of everyone who needs to hear what you have to say at the right time.

With Hey DAN’s Voice to SalesForce solution, your school is less likely to struggle with keeping your data accurate. Through a combination of machine learning and human specialists, Hey DAN keeps your Salesforce CRM up-to-date and usable to ensure optimal communication.

SFDC for Accounting Firms

When it comes to dealing with money, companies can be very particular when it comes to knowing exactly what is going on with theirs. It should come as no surprise that accounting firms are always on their toes.

Building trust with clients takes time, effort, and continually providing the value that they pay for. With so many accounting firms to choose from, setting your team apart with great customer experience is key.

Thankfully, Salesforce helps make sure that you never drop the ball on your customers. Using the world-renowned CRM platform, you can bring your relationship with your customers to the next level. But how exactly does Salesforce help you do that?

Hey DAN Voice to SalesForce CRMBusiness Development

Once upon a time, accounting firms build their client base from years of work and referrals. However, these days clients have more options to choose from.

To stay on your potential client’s radar, Salesforce helps you nurture them throughout every stage in the sales funnel. Salesforce will pave the way for automatic follow-ups, internal reminders, and more.

Relationship Management

Sometimes, keeping clients is just as difficult as finding new ones. When you have multiple companies in your care, it can be easy to miss schedules. Additionally, conversing with several team members across functions may not be so straightforward.

Salesforce helps keep track of every single relationship seamlessly. You do not have to worry about forgetting the important dates and deadlines.

What is Voice to CRM?

Stay Connected

When it comes to working with clients from high-pressure environments and industries, attrition can be challenging. Maintaining institutional data is key to making sure that a change in point person does not mean losing the relationship.

Through Salesforce, you do not have to worry about dropping the ball when closing a deal because you have to speak to a different person. Salesforce picks up where your last discussion was left off so that you do not have to keep starting from scratch.

Personalized Systems

Depending on the size, stage, and status, clients will need a tailor-fit CRM system that can keep track of the numbers that matter. Various companies will have their own workflows, organization charts, and reporting deadlines unique to them.

Instead of a system set in stone, Salesforce is customizable to every need from reporting templates, currency conversion, times lines, and more.


Voice to SalesForce CRM

It is no secret that Salesforce is here to stay. However, it is completely understandable if you think that it is a lot to take in all at once. After all, accounting firms do more than just managing relationships but also do the actual accounting work.

Thankfully, you do not have to dive into Salesforce by yourself. By working with seasoned professionals from Hey DAN, you can utilize all the best Salesforce features without even breaking a sweat. Using a combination of machine learning and human experience, Hey DAN can help you build the CRM system of your dreams and keep it running smoothly as possible for as long as you want.

6 Steps to Prepare an Expense Report

Creating expense reports may not sound so important for small businesses. However, as companies grow, they need to be more mindful of where their money goes. With increasingly large and numerous expenses, sales teams need to have a working system to both input and file expense reports.

Expense reports are necessary when it comes to tax season, as many of them are deductible to the final amount companies owe. They also are good to have during budget planning. Starting from being able to identify which expense can be optimized or how much teams need to fulfill their role, it’s a necessary part of every organization’s operations.

While making expense reports can be overwhelming, it doesn’t have to be. Here’s how you can easily prepare an expense report:


Step 1: Create or Choose Template

A template is a file that contains the necessary fields that teams need to file for sales reports. From the vendor name to the amount, companies will have their specifications on what should be in the expense report.

If you don’t want to make a template from scratch, there are many templates available online for free or software that can make it for you.

Step 2: Add Itemized Expenses

Expenses need to be per expense item. After making sure that the right client is tagged, salespeople filing the report should make sure that they are in chronological order.

Step 3: Total Expenses

Expenses are totaled differently depending on the company. Usually, it is first added by category before the overall cost. When it comes to reimbursement, any overpayments done by the salesperson beyond the budget will not be paid for by the employer.

Step 4: Add Supporting Documents

To validate expenses, companies need proof of purchase from the vendors. These receipts often show the vendor’s tax identification numbers and location, which are both necessary when filing taxes.

Step 5: Send the report

Before sending your report, make sure that that total is correct, the supporting documents are attached, and your employee number or account number is displayed prominently. For emailed reports, make sure that you let managers signing off acknowledge your submission.

Step 6: Collect your reimbursement

While there is a process to send expenses, there is also a process to reimburse them. Make sure that you know your company’s policies. The reimbursement procedure often includes deadlines, payment details, and internal approvals.

CRM Data Entry Services

Despite having hundreds of tools at their disposal, many sales teams still struggle with filing expense reports. Most of the time, they have their time filled with a multitude of tasks. Salespeople not only find prospective clients, but they also manage relationships and close sales. Expense reporting is just one of the many stressful things they have to do in between all that.

With Hey DAN’s Voice to CRM technology, sales teams can file their expenses with just a call. Other than that, Hey DAN also handles data management, cleaning, and CRM integration. It’s the perfect tool for your sales teams on the go.