Search Results: leadership (1168)

Users won’t fully adopt CRM until their leadership does.

In this session you will learn the role of management – from the front-lines to the c-suite – in managing a CRM project, in adopting CRM, and in using CRM to drive change within their businesses. Executives will leave with a clear understanding of how to drive change – even transformation – by using the power of CRM. Project leaders will leave with a checklist for getting, and keeping, the c-suite engaged in your project.

The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

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.

Discuss perceived barriers for women in the workforce, learn how to prepare yourself to be chosen for a leadership role and invited into the boardroom, and gather tips to seize opportunities to set yourself up for success!

Level: Basic