CRM User Adoption

CRM is more than just centralizing customer information and visibility into the sales funnel (although it will give you that too!). It is about improving the way your sales, customer service & marketing teams work - increasing productivity and giving them tools that make their jobs easier. Without the right buy-in from all stakeholders, your projects risks failure right out of the gate. It is key to work with an integrator who understands change management and how to get everyone on board with personalized user training, quick wins, and tips & tricks. They will thank you later.

  •      Personalize user training
  •      Quick user gain strategies
  •      Beta testing period; time for users to adapt and provide feedback
  •      System admin training
  •      Continual user training
  •      Make sure users understand the group benefits and the individual ones as wel
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