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Sugar User Group: User Adoption

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Improving CRM User Adoption What to do when your organization’s culture is impeding success. August 27, 2015
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Improving CRM User AdoptionWhat to do when your organization’s culture is impeding success.

August 27, 2015

About US

Upcoming events

• Webcast: Using Sugar to Transform Customer Service– Tuesday, September 29th

• Sugar User Group: 5 Workflows to Automate Sales– New Process Author– Wednesday, October 21st

Today’s speakers

Bill HarrisonFounder & CEO, [email protected]

Aaron WineAccount Manager, [email protected]

WHAT YOU WILL LEARN TODAY

• How culture could be impeding your CRM success

• 3 tangible strategies to increase system adoption

• How our customers have succeeded

What’s the problem?

Only 40% of companies have full user adoption

of their CRM

Source: CSO Insights

What’s the root cause?

Culture most clearly on

display in times of change

Culture & CRM SUCCESS

Default values

Rewards for tenure

Emphasis on internal politics

Culture impedes change

Defined values

Rewards for performance

Emphasis on customer success

Responsive to change

Traditional Progressive

enforcement

• Carrot & stick

• Create uniform processes and enforce them

• Use it or lose it

• Executive sponsorship

Continuous evaluation

It’s a journey, not a destination.

Customer Success story

Live Demo

Takeaways

• Traditional culture could be impeding your user adoption

• Enforcement & evaluation are key

• 3 tangible ways to improve user commitment

Questions?

Contact Us:

[email protected] | www.epicom.com

Follow us on Twitter @EpicomCorp


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