In any industry, the number one challenge to reaching an ROI for CRM is achieving user adoption. No matter your solution, your strategies, or your goals, if significant user adoption isn’t achieved, your CRM initiatives will not bring results.
Learn how Turnkey Technologies, Inc. helped bring user adoption and other improvements to ABC Laboratories in our detailed case study.
3 Case Study Highlights:
Understanding User Adoption and ROI – User adoption is the key to achieving an ROI. Turnkey partnered with ABC Labs to demonstrate new functions and processes to their team on an ongoing basis as they become available from Microsoft. Furthermore, involving their end users and feedback before and during the actual implementation generated their interest in adopting CRM and helped map it to their needs.
Structured and Defined Sales Processes – Selling professional services is complex and challenging. Sales reps must be able to articulate the benefits of their services to customers while maintaining activity history and a full, accurate pipeline of opportunities in various stages. Dynamics CRM brought efficiency and definition to ABC Labs’ sales processes so they could work smarter, not harder, while relying more heavily on their sales pipeline.
Analysis and Reports – Turnkey demonstrated the powerful benefits of the out-of-the-box dashboards and reports built into Dynamics CRM. ABC Labs greatly reduced time spent on generating reports and was able to cut an 85-page report down to 3-4 dashboards. The dashboards are easy-to-use and management can access it as needed on their own terms.
Ready to learn more? Join us for our The Art of User Adoption to Achieve CRM Success. If you are considering a CRM solution, this event will help build your confidence in the ability to achieve a positive ROI, while providing you with the insights necessary to make your CRM story a successful one. For current users of CRM, this event will provide you with tips to ramp up your team’s use of the available features you may be overlooking or have yet to dive into. In either scenario, there is a lot to gain from understanding the importance of User Adoption and how to improve it.
