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Wdx user adoption guide

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Here are some tips to help drive user adoption of a new CRM system so that the organization can realize the full benefits of its investment: Promote the value and benefits of the system to employees by showing how it can help their day-to-day work. Involve key teams early in the implementation process so they feel invested in the system. Create internal "champions" who receive detailed training and can then train other employees, reducing training costs. Have ongoing check-ups and feedback systems to ensure the CRM system continues to meet the evolving needs of the business over time.

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CRM systemshelptoprovide agreatnumberof benefitstobusinessesbutoftenthe mostdifficult phase of a CRMimplementationissuccessfuluseradoption. You can have the bestproduct on the market,customisedtoexactlymeetyourorganisations needs, withoutsuccessful useradoption,youremployeesmissoutonfunctionalitythatwouldmake their worklife easier,improve theireffectivenessandhelpthemofferclientsandprospective Clientsa betterexperience. Here are some pointerstohelp youdrive youruseradoption,soyoucan realise yourorganisations investment: Have an adoptionstrategy AskWhy youwanteda WDX system?There shouldbe aclearreasonwhypurchasedWDX,by understandingobjectives,youcanensure theyare achieved. Promote the value andbenefits While WDXhelpsclientrelationships,italsoisa huge helpforstaff.Whatbetterway to getyour staff usingthe systemthembyshowingthemhow itwill helptheirday-to-daylives?Thiscouldbe showingthemhowtheycan save time,save effortorremove tedioustasksfromtheirjobrole soyou shouldshowthemwhattheygainfromusingCRM. Involve keyteamsearly Lots of people canresistchange and especiallyunexpectedchange.Byinvolvingkeyteamsandkey contacts earlytheyhave longertoprepare forthe switch.Aswell ashelpingthemadjust,italso ensurestheyre involvedinthe processandwill make themfeel more investedinthe systemwhich will boostCRMacceptance. Create champions Havinga go-tointernal contactmeansthatstaff can easilyaccessaknowledgable resourcewhen neededhelpingincrease engagementwhilereducingcosts.Asthe CRMchampionwill be an employeetheywillhave agreatunderstandingof yourbusinessandcancombine thiswiththeir CRM knowledgetobecome agreatCRM driverforyour business. Get the righttraining Trainingisvital whenadoptingaCRM systemandbudgetshouldbe allocatedforthis.Choosing more intuitive systems(suchasMicrosoftDynamicsCRM) helpstoreduce trainingcostsbut anynew systemsneedstraining.Tosave costs,insteadof trainingall staff youcan trainchampionsasabove
whoreceive more detailedtrainingandwhothencan trainthe rest of your staff and anynew starterswithoutincurringadditional trainingcosts. Create a feedbacksystem CRM systemsare oftendeployedinstages,sohavingafeedbacksystemisextremelyhelpfulsoif any change managementornewfeaturesneedtobe addedtheycanbe fedbackand evenincludedin the nextphase thanksto agile projectmanagement.Byallowingeveryonetofeedbacktheywill also see theirviewsare importantandthe mostuseful suggestionsorimprovementswill come fromthe usersthemselves. Make itfun GamificationispopularinCRMandprovidesagreat incentive foruserstouse the systemeffectively and getrecognition whetherthroughbadges,dashboardsorrewards.(WithMicrosoftacquiring FantasySalesTeam,agamificationplatform, afew monthsagoperhapswe are goingto see more of thisbuiltintoCRMin the nextyearor two). Have check-ups As yourbusinessevolves,soshouldyourCRMsystemso itsnota case of gettingthe systeminand leavingit.Ideallyyouwill have reviewmeetingsnotjusttocheck that usersare happybut to see if any newlyreleasedfeaturestoease anypainpoints.If youhave a CRMsupportpartner,thenthey shouldalsobe advisingyouonthe latestupdatesandanyways to optimise yoursystemovertime. Adda touchof design Addingcustomiseddesigncan reallyhelpusersenjoyusingthe systemmore,whetheritssome simple colourchangesoraddingyourownpersonalisediconshavingsome designinputcanreally increase userexperience. Test,testand test Testingensuresall requirementsare metandthatthere are no errorsso yoursystemsfunctionsasit should.YourCRM partnershouldprovide CRMtestingaspart of yourimplementation(if theydont thenspeakto them) butitsalsowise totestthe systemyourselftoensure itsworkinghow youwant it to andto familiarise yourself. Reportit CRM ishighlyeffectiveatreportingsouse it!You can reporton usage and teamperformance toget a snapshotviewof whoisusingthe systemto mostor whois usingitthe least,as well aswhois doingthe most(i.e.closingthe mostdeals,orsolvingthe mostcasesetc.) Thisprovidesquickand visual informationthatyoucan use to see if anyone isstrugglingorexcellingandactappropriately.
Make ityours We workwithMicrosoftDynamicsCRMbecause itis highlycustomisable throughCRMcustom development,soitcan be completelytailoredtoyourbusiness.Thismeansyoucanensure the systemhasthe exact wordingthatyouuse in yourbusiness,sostaff cannavigate more easilyasit's tailoredtohowyour businessruns. Connectyoursystems Havinga CRM systemthatintegrateswithyourexistingsystems(suchasemails,calendars,Word, accountingsoftware ormarketingautomation) isabigbonusas itremovesdouble handlingof informationandallowsintelligentdatasurfacingandwill meanstaff donthave toswitchbetween systems. Great documentation Quickreference guidescanbe veryuseful butwe usuallyrecommendagainstlarge CRMdocuments as theychange so frequentlyandbudgetcouldbe betterspentontrainingitself.Luckily,Microsoft provide awealthof resources,suchas quickguides,videos,how tos,eBooksandtechnical articles that can educate andhelpusersandtheyare regularlyupdatedandfree too!Because of the giant MicrosoftDynamicsCRM community,youcanalsofindmanyquestionsandanswersonline thanks to itslarge user base andfollowing. We hope youve foundthesehelpful!If youhave anyCRMquestionsorneedanyCRMhelpplease contact us as wedlove toshowyouthe full potential of MicrosoftDynamicsCRM.

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Wdx user adoption guide

  • 1. CRM systemshelptoprovide agreatnumberof benefitstobusinessesbutoftenthe mostdifficult phase of a CRMimplementationissuccessfuluseradoption. You can have the bestproduct on the market,customisedtoexactlymeetyourorganisations needs, withoutsuccessful useradoption,youremployeesmissoutonfunctionalitythatwouldmake their worklife easier,improve theireffectivenessandhelpthemofferclientsandprospective Clientsa betterexperience. Here are some pointerstohelp youdrive youruseradoption,soyoucan realise yourorganisations investment: Have an adoptionstrategy AskWhy youwanteda WDX system?There shouldbe aclearreasonwhypurchasedWDX,by understandingobjectives,youcanensure theyare achieved. Promote the value andbenefits While WDXhelpsclientrelationships,italsoisa huge helpforstaff.Whatbetterway to getyour staff usingthe systemthembyshowingthemhow itwill helptheirday-to-daylives?Thiscouldbe showingthemhowtheycan save time,save effortorremove tedioustasksfromtheirjobrole soyou shouldshowthemwhattheygainfromusingCRM. Involve keyteamsearly Lots of people canresistchange and especiallyunexpectedchange.Byinvolvingkeyteamsandkey contacts earlytheyhave longertoprepare forthe switch.Aswell ashelpingthemadjust,italso ensurestheyre involvedinthe processandwill make themfeel more investedinthe systemwhich will boostCRMacceptance. Create champions Havinga go-tointernal contactmeansthatstaff can easilyaccessaknowledgable resourcewhen neededhelpingincrease engagementwhilereducingcosts.Asthe CRMchampionwill be an employeetheywillhave agreatunderstandingof yourbusinessandcancombine thiswiththeir CRM knowledgetobecome agreatCRM driverforyour business. Get the righttraining Trainingisvital whenadoptingaCRM systemandbudgetshouldbe allocatedforthis.Choosing more intuitive systems(suchasMicrosoftDynamicsCRM) helpstoreduce trainingcostsbut anynew systemsneedstraining.Tosave costs,insteadof trainingall staff youcan trainchampionsasabove
  • 2. whoreceive more detailedtrainingandwhothencan trainthe rest of your staff and anynew starterswithoutincurringadditional trainingcosts. Create a feedbacksystem CRM systemsare oftendeployedinstages,sohavingafeedbacksystemisextremelyhelpfulsoif any change managementornewfeaturesneedtobe addedtheycanbe fedbackand evenincludedin the nextphase thanksto agile projectmanagement.Byallowingeveryonetofeedbacktheywill also see theirviewsare importantandthe mostuseful suggestionsorimprovementswill come fromthe usersthemselves. Make itfun GamificationispopularinCRMandprovidesagreat incentive foruserstouse the systemeffectively and getrecognition whetherthroughbadges,dashboardsorrewards.(WithMicrosoftacquiring FantasySalesTeam,agamificationplatform, afew monthsagoperhapswe are goingto see more of thisbuiltintoCRMin the nextyearor two). Have check-ups As yourbusinessevolves,soshouldyourCRMsystemso itsnota case of gettingthe systeminand leavingit.Ideallyyouwill have reviewmeetingsnotjusttocheck that usersare happybut to see if any newlyreleasedfeaturestoease anypainpoints.If youhave a CRMsupportpartner,thenthey shouldalsobe advisingyouonthe latestupdatesandanyways to optimise yoursystemovertime. Adda touchof design Addingcustomiseddesigncan reallyhelpusersenjoyusingthe systemmore,whetheritssome simple colourchangesoraddingyourownpersonalisediconshavingsome designinputcanreally increase userexperience. Test,testand test Testingensuresall requirementsare metandthatthere are no errorsso yoursystemsfunctionsasit should.YourCRM partnershouldprovide CRMtestingaspart of yourimplementation(if theydont thenspeakto them) butitsalsowise totestthe systemyourselftoensure itsworkinghow youwant it to andto familiarise yourself. Reportit CRM ishighlyeffectiveatreportingsouse it!You can reporton usage and teamperformance toget a snapshotviewof whoisusingthe systemto mostor whois usingitthe least,as well aswhois doingthe most(i.e.closingthe mostdeals,orsolvingthe mostcasesetc.) Thisprovidesquickand visual informationthatyoucan use to see if anyone isstrugglingorexcellingandactappropriately.
  • 3. Make ityours We workwithMicrosoftDynamicsCRMbecause itis highlycustomisable throughCRMcustom development,soitcan be completelytailoredtoyourbusiness.Thismeansyoucanensure the systemhasthe exact wordingthatyouuse in yourbusiness,sostaff cannavigate more easilyasit's tailoredtohowyour businessruns. Connectyoursystems Havinga CRM systemthatintegrateswithyourexistingsystems(suchasemails,calendars,Word, accountingsoftware ormarketingautomation) isabigbonusas itremovesdouble handlingof informationandallowsintelligentdatasurfacingandwill meanstaff donthave toswitchbetween systems. Great documentation Quickreference guidescanbe veryuseful butwe usuallyrecommendagainstlarge CRMdocuments as theychange so frequentlyandbudgetcouldbe betterspentontrainingitself.Luckily,Microsoft provide awealthof resources,suchas quickguides,videos,how tos,eBooksandtechnical articles that can educate andhelpusersandtheyare regularlyupdatedandfree too!Because of the giant MicrosoftDynamicsCRM community,youcanalsofindmanyquestionsandanswersonline thanks to itslarge user base andfollowing. We hope youve foundthesehelpful!If youhave anyCRMquestionsorneedanyCRMhelpplease contact us as wedlove toshowyouthe full potential of MicrosoftDynamicsCRM.