Over the course of my career, I’ve worked with hundreds of teams using CRMs, and I’d sum up
the experience like this: technology moves fast. Humans? Not so much.
We’re busy, messy, skeptical creatures of habit. Marry that with today’s constant change, and
you’ve got a perfect storm for adoption issues, where tools are purchased with good intentions
but struggle to reach full potential.
Thankfully, there are some simple ways to blend platform features with a behavioral nudges to
improve adoption, understanding, and ultimately, performance.