Customer Engagement & Dynamics CRM Forum

 View Only
  • 1.  CRM User Adoption - Best Practices

    Posted Jul 13, 2022 11:47 AM
    Edited by Michele Runnals Jul 13, 2022 11:48 AM
    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
      ------------------------------


    • 2.  RE: CRM User Adoption - Best Practices

      Posted Jul 14, 2022 04:04 AM
      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
      ------------------------------



    • 3.  RE: CRM User Adoption - Best Practices

      Posted Jul 14, 2022 09:00 AM
      Thank you, I'll be sure to check that out!

      ------------------------------
      Michele Runnals
      Plante Moran
      Southfield MI
      ------------------------------



    If you've found this thread useful, dive deeper into User Group community content by role