CRM | Sales | Marketing Insights by Lindsay Garrison
We’re busy. We don’t need no extra steenkin’ mouse clicks. When Sage added full synchronization between Sage ACT! 2011 and Outlook they added “Appointment” as History value. Because Outlook uses “Appointment”, now ACT! must also include the term in order to share data. Although we love our ACT! CRM software, “Appointment” now appears first on the history list, and this has been fiercely annoying to long-time ACT! users who expect […]
Winning hearts and minds is what user adoption is all about. A universal truth at most companies is that after a CRM rollout, someone will love it, someone will hate it, and some will simply resent it. Navigation is one area where users differ strongly in their preferences, making it a challenge to introduce a system that will be universally embraced. From a user perspective, one size doesn’t fit all, […]
CRM User Adoption: Don’t get derailed If you’re engaged in CRM evaluation you’ve probably encountered the statistics about CRM success rates. User adoption (or, more accurately, the lack thereof) is a common reason for CRM projects to fail. Your CRM project doesn’t have to go off the tracks! Follow these 6 steps to ensure that your users willingly support the solution – and keep your project on track to a […]
Okay, I'm just going to say it: I don't know everything.