CRM USER ADOPTION
Less than 40% of CRM customers have end-user adoption rates above 90%. If your users don’t fully understand and embrace your system it will fail and your data will be inaccurate. We will ensure your team enthusiastically understands how to navigate the system and enter information for the most accurate reports and dashboards.
Training Sessions & Materials
We will work with your team one-on-one to ensure full understanding of your system and processes. Performing both in-person and virtual sessions, during COVID-19. Most CRM training materials are not custom to your individual workflows, and we will customize these for you.
Defined Sales Methodology
Our training will marry your unique sales process and buyer journey to your CRM technology and training your team on those variables. This will help ensure one cohesiveness process allowing your prospects and customer to enjoy the buyer journey. Defining when your team reaches out for a new order or how often they’re sending marketing campaigns.
Data Entry Best Practices
Data entry is something often overlooked, how and when data is entered into the system is important and can improve your business decisions in a number of ways. Something as small as entering the contacts address “California” instead of “CA” can drastically change the results of your reports. Setting standards such as how information is entered and putting in automated workflows will reduce the amount of incorrect data in your system.
Go-Live Support
Once your set up, your team is trained and fully embraced your system its time to go live. When your team starts working with the new system, we will be there to help answer any questions and provide any support needed. This support is available for a determined number of weeks post training.
Follow-Up Modifications
As you become more familiar with the system, you’ll likely want to make some changes to further improve your workflow. Included in the post go-live support, we will make those changes to ensure the further success of your CRM investment.