User adoption and engagement
A CRM nobody uses is just an expensive database. We help get your people excited about the new system, and keep them using it after go-live.
Your users need to start using your new system at some time, and if they aren't comfortable it'll be a disaster.
Why adoption gets left too late
Training is usually the last thing on the project plan, which means it's the first thing to get squeezed when the timeline slips. By the time go-live arrives, your team has had a rushed demo, a PDF and a login, and they're expected to change how they work overnight.
Meanwhile, the people who were consulted at the start haven't heard anything for months. No wonder they're sceptical.
What we do
- Bring people along early. Involve key users in design decisions, so the system reflects how they actually work.
- Build excitement in advance. Show people what's coming and why it'll make their job easier, well before go-live.
- Plan training that sticks. The right training for each role, at the right time, using real examples from your business.
- Test with real users. Structure user acceptance testing so it finds the problems that matter before your customers do.
- Show people where to get help. Champions, guides and a clear path for questions and issues.
- Be there for hypercare. Support your team through the first delicate days of go-live, when habits are formed.
How you'll know it's working
People use the system without being chased. Data gets entered because it's useful, not because someone demanded it. And your managers run their meetings from the CRM, rather than from a spreadsheet on the side.
Talk to us about getting your team ready for go-live.