There are few common issues our clients were facing when their employees were asked to use the CRM system.
Importance of a CRM Adoption Plan
Along with an Implementation Plan, always include an essential Adoption Plan (plan that considers employees when introducing new system or process), no matter whether you are starting fresh or upgrading your existing solutions. Many organizations are only focusing on the technical and business aspect of the change.
However, we have learned from highly successful Dynamic CRM clients, that both plans must be crafted with End Users in mind. By doing so, the projects become balanced in people and technology focus, accurately defining how the CRM solution will support employees in their daily work routine, helping them to synchronize with overall company goals. Daily reality is that many times we get lost in the “technology for technology’s sake” weeds and forget the important human factor.
These are some key elements of a good CRM Adoption and Engagement Plan:
- Employee Appreciation by management
- Public Employee Recognition
- Rewards
- Peer pressure
- Competition
- Accountability
Article Takeaway:
When placing users front and center when implementing business solution you are significantly increasing the chances of success.
Accurate reporting shared with all, promotes a fast user adoption and allows an easy management decision making.
Implementing an adoption plan with emphasis on motivation technologies ensures that captured quality CRM data contribute to long term success for all!!
About CRMGamified
Founded in 2011, and having presence in the US, Canada and Latin America, CRMGamified® offers a suite of products built specifically to help companies exponentially improve income results. Leveraging Gamification mechanics and new technologies, we offer a modern approach to promote behaviors that lead to revenue growth, boost sales cycles, improve marketing and sales productivity and increase adoption of Microsoft Dynamics CRM systems.
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