Making strategic changes within your business, such as deploying a customer relationship management (CRM) solution, is not always met with enthusiasm.  Sales and marketing teams could be frustrated or concerned about how a new business solution will impact their performance.  Provide your people with the right CRM solution – a tool that makes their jobs easier – and they will appreciate and use it, which improves your return on investment.

 

CRM Solutions are Not One Size Fits All

There are a lot of different sales and marketing systems in the marketplace today, including a variety of CRM solutions.  Experienced sales and marketing professionals have likely been exposed to various CRM solutions over the years and their experience may not have always been positive.  Some solutions have a lot of features and functions; however, they become overly complicated when those features aren’t applicable or necessary for the user.  As noted in “The Road to Success with Microsoft Dynamics CRM Online,” an infographic, nearly 72% of CRM users would give up extra features for a CRM solution that was easier to use.   Microsoft Dynamics CRM Online is as easy to learn as it is to use, which can improve user adoption from the very start.

Training at the Right Pace is Important

The training that your sales and marketing team receives during deployment is crucial for setting the tone for continued success.  Based on years of experience, our team of experts has developed a proven OnTrack Adoption System based on two main principles – simplicity and continuing education.  Too much, or unnecessary, information will confuse your team and create frustration.  Instead, we customize training to align with the specific roles or responsibilities for each of your users.  By starting with the features that they need to learn first, specifically how certain features can expedite common tasks, users will become more confident in the technology.  Showing how this CRM solution can make their days more productive will build support for the deployment and increase user adoption.  With continued training, your team will become more proficient with Microsoft Dynamics CRM Online and will soon appreciate the many time-saving features that make their days efficient and their customers happy.

With proper training and continued support, your sales and marketing teams will learn to love Microsoft Dynamics CRM Online.

 

Download the infographic or contact QuantaCRM

for additional tips for a successful CRM deployment that delivers a healthy and speedy return on your investment.