There is most likely a pain point that your users have in their daily job (which is often times NOT in CRM). Your challenge, should you choose to accept it, is to find that pain and use technology (CRM!) to automate it! There are a number of ways to accomplish this and increase user adoption at your organization:
- Job shadow (great for Customer Service Reps & Inside Sales Reps)
- Ride along (Salespeople)
- Look for manual Excel reporting they are providing to their manager
Spending the time with your end users to really understand why they are not using CRM can pay huge dividends in user adoption.
Once you have identified this pain, leverage the technology of Dynamics 365 to solve their issue! There are many ways to do this - but remember to strive to maintain data integrity, configure your system with a focus on simplicity and customize with end users in mind.
Need help figuring out how to determine why your end users are not using CRM today? We are User Adoption experts at Beringer Technology Group. Let us help you make sure you don't miss the mark when it comes to User Adoption.
This blog is part of a series that will focus on a deep dive in User Adoption. User Adoption is so very important in a CRM implementation and often overlooked. So, what can you do to help encourage adoption for a system? Over the next several months, we will look at ten ways to help with User Adoption at your organization.
View these other blog posts in the User Adoption series:
If you have questions please do not hesitate to contact us at 800.796.4854. We can help you with all of your Dynamics 365 needs. Beringer Technology Group is a Microsoft Gold Certified Partner and has proven excellence in Managed IT Services.
Beringer Technology Group, a leading Microsoft Gold Certified Partner specializing in Microsoft Dynamics 365 and CRM for Distribution. We also provide expert Managed IT Services, Backup and Disaster Recovery, Cloud Based Computing and Unified Communication Solutions.