CRM is not just unifying customer information and deal data into the sales funnel (although it will give you that too!). It is about enhancing the way an organization’s sales, customer service & marketing work – by increasing productivity and empowering then with the right tools you make their tasks simpler. With the right buy-in from all stakeholders, your projects’ success are dramatically increased. It is essential to work with an integrator who gets the concept of change management and how to get everyone involved with personalized user training, quick wins, and tips & tricks.
- Personalize user training
- Quick user gain strategies
- Beta testing period; time for users to adapt and provide feedback
- System admin training
- Continual user training
- Make sure users understand the group beneﬁts and the individual ones as well