Did you know that over 60% of CRM projects encounter serious user adoption and ROI issues? The struggle is real. But you’re not alone!
This non-technical session will include a full day of information on how to engage your team (leaders and users), improve your CRM solution, drive up adoption, and measurably improve results.
Our agenda for the day:
•The Annual Roadmap – Everything you need to know about engaging your team to build a roadmap to success. We’ll dive head first into what should be included in your CRM roadmap, how to built it, creating a vision, project planning, getting the team engaged, building your business case, measuring the ROI, benchmarking user satisfaction, working with your unique corporate culture, and constantly improving. Attendees will take away a workbook with a framework for planning to launch or improve your CRM project.
•Employee Surveys – A simple solution for giving everyone a voice. But with a twist on creating a gap analysis for better prioritization, persona analysis to identify differences across teams, and benchmarking to give CRM project leadership recognition for the success that they create.
•The Culture Factor – Why sociology, and not psychology, is at the heart of driving CRM adoption. The 6 cultural metrics, and how to work with them to create and better CRM adoption strategy.
•User Personas and the CRM Framework – A matrix for understanding your strengths and weaknesses, with over 20 different approaches for driving adoption. Material will be covered in a round-table format with attendees selecting and prioritizing areas for discussion and sharing their own stories of success and struggle; and instructors sharing lessons learned from the field.
