User Adoption Most CRM systems are bought by managers, and most benefits are for those same managers: tracking and reporting Front line users need to see benefits too Barriers Don’t put barriers up: too many fields, mandatory fields Keep the pages as simple as possible so they are quick to use Don’t create too many additional fields that are not relevant to end users, and just clutter up the page Remember that new users are starting all the time (so either need training or a simple system that doesn’t need training) Reliability Downtime is a great excuse for not using the CRM
If you can integrate the CRM to your other systems, adoption will improve and you will also gain efficiency Web Site Capturing new enquiries directly from your web site reduces error and speeds response Why not add new enquiries automatically into a drip-feed mailing campaign? Accounting With our accounting integration, CRM users can instantly see if a customer is behind in payment, and also create sales accounts, invoices & quotes straight from Opportunities Marketing You should make sure your marketing and mailing systems collect new contacts from your CRM; or even better, have marketing, mailing & sales systems all from one vendor. Maintaining multiple databases is always time consuming and error prone
Rebounders See Your best sales leads may be in the trash can blog Measure See next slide
