Customer Engagement & Dynamics CRM Forum

Hi all - I'm working on a project to increase user adoption of CRM at our firm. We currently use a combination of requirements and incentives tied directly to compensation to get the majority of our practice staff to enter pipeline & other data into CRM. However, CRM is largely viewed as a necessary task and not a resource.

I was curious if there are any best practices you've found for staff adoption that you could share? We are a professional service firm, and the majority of our staff are not part of a traditional sales department so it can be challenging for them to see the value. The goal of this project is to change that view!

Any best practices or new ideas would be appreciated!

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Michele Runnals
Plante Moran
Grand Rapids MI
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There's a series of podcasts at https://crmmvppodcast.com and some are about user adoption (82/43) that might be useful. I've listened to a few and they have been useful.




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Chris Munro
The University of Manchester
Manchester
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Original Message:
Sent: Jul 13, 2022 11:47 AM
From: Michele Runnals
Subject: CRM User Adoption - Best Practices

Hi all - I'm working on a project to increase user adoption of CRM at our firm. We currently use a combination of requirements and incentives tied directly to compensation to get the majority of our practice staff to enter pipeline & other data into CRM. However, CRM is largely viewed as a necessary task and not a resource.

I was curious if there are any best practices you've found for staff adoption that you could share? We are a professional service firm, and the majority of our staff are not part of a traditional sales department so it can be challenging for them to see the value. The goal of this project is to change that view!

Any best practices or new ideas would be appreciated!

------------------------------
Michele Runnals
Plante Moran
Grand Rapids MI
------------------------------

Thank you, I'll be sure to check that out!

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Michele Runnals
Plante Moran
Southfield MI
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Original Message:
Sent: Jul 14, 2022 04:04 AM
From: Chris Munro
Subject: CRM User Adoption - Best Practices

There's a series of podcasts at https://crmmvppodcast.com and some are about user adoption (82/43) that might be useful. I've listened to a few and they have been useful.




------------------------------
Chris Munro
The University of Manchester
Manchester

Original Message:
Sent: Jul 13, 2022 11:47 AM
From: Michele Runnals
Subject: CRM User Adoption - Best Practices

Hi all - I'm working on a project to increase user adoption of CRM at our firm. We currently use a combination of requirements and incentives tied directly to compensation to get the majority of our practice staff to enter pipeline & other data into CRM. However, CRM is largely viewed as a necessary task and not a resource.

I was curious if there are any best practices you've found for staff adoption that you could share? We are a professional service firm, and the majority of our staff are not part of a traditional sales department so it can be challenging for them to see the value. The goal of this project is to change that view!

Any best practices or new ideas would be appreciated!

------------------------------
Michele Runnals
Plante Moran
Grand Rapids MI
------------------------------