ssssssiesssnCustomer relationship management (CRM) and business resource planning (ERP) are essential components of many firms. Microsoft Dynamics 365 is a small piece of software that offers a complete CRM and ERP solution.
With the proliferation of remote and hybrid working environments, firms now expend additional time in connecting and educating employees, which is critical to ensuring business continuity. Because of this working paradigm shift, increasing Dynamics 365 adoption inside the firm has become rather tough.
The following are the best strategies to increase Microsoft Dynamics 365 adoption:
Establish Goals
The company leadership’s goals should be translated into the goals of the sales organization, and then into the goals of individual salespeople. If an organization’s leadership understands what is important to its customer base, that information can be collected and reported on. Clean contact data should include first and last name, company, email, and phone number. In terms of accounts, leadership may anticipate a certain level of activity for each account. Meetings, emails, phone calls, marketing material delivery, new accounts, accounts with appropriate contacts, and similar are examples.
Enable Users High Performance
Create and deliver effective training. Adoption requires training; keep your training materials (videos, documents, knowledge articles, and more) up to date, and communicate about Microsoft wave releases as they occur. Make sure that all users understand the benefits of CRM to the organization and their own goals. Also, pay attention to user feedback and periodically reinforce the training.
Users should be measured and rewarded for adopting and using the system. Measure the number of activities per user, for example, and report on these metrics. Give a gift card to the user(s) with most activities. Also, Share success stories, such as those that link sales success to system usage.
Help Your Team Embrace the New System
We all know that old habits die hard. CRM adoption can be difficult because it frequently necessitates a shift in organizational culture. 40% of employees, according to reports, have no idea what a CRM solution is or how to use it. Your team may be skeptical of the change at first, but you must ensure that all members are on board and have the necessary training to use it effectively.
Monitor Performance Against Your Goals
Monitoring performance against your goals is a good strategy to increase Dynamics 365 adoption. For example, if the goal is to acquire 40 new accounts per month and there are 20 salespeople, each salesperson should acquire two new accounts per month. To demonstrate the achievement of this goal or to identify areas that require attention, track and report on the number of new accounts per salesperson.
Maintain clean data
When incomplete records (such as a contact record lacking an email address and phone number) reach a certain age, they should be archived/deactivated. What good is a contact record if our client cannot contact the individual?
Keep It Simple
Require only the data that is completely essential at each stage of your process so that users do not feel like they are wasting time entering irrelevant information. Display only fields that are relevant to the users. A form with 40 empty fields and 3 required fields, for example, can overwhelm a user. When fields on a form are required, they should be grouped close together in a logical order. It prevents users from having to search the entire form for the fields containing the data they need to enter.
Collaborate
Pay attention to user feedback. Nobody knows the industry better! Engage in effective and meaningful conversations with them. Be adaptable; if a user makes a suggestion that cannot be implemented, don’t simply disregard it or tell them no. Make it a point to explain why their idea cannot be implemented right now. This may help you both come up with a different approach that can be used to solve the underlying problem. In addition, the user may learn more about how the system works and return later with a more developed idea.
Integrate Your Business Applications to Outperform Your Competitors
Organizations that can synthesize their data and perform advanced analytics on it can see patterns emerge and achieve greater intelligence. Data from multiple sources can assist organizations in overcoming challenges to data integrity. Rather than maintaining multiple copies of data in different systems, integrate into the system of record and expose that truth in a meaningful and useful way to your users. When a user updates contact information, for example, that data is more likely to be accurate.
Focus on Customer Experiences
Organizations that can synthesize their business data and perform advanced analytics on it can see patterns emerge and achieve greater intelligence. Data from multiple sources can assist organizations in overcoming challenges to data integrity. Rather than maintaining multiple copies of data in different systems, integrate into the system of record and expose that truth in a meaningful and useful way to your users. When a user updates contact information, for example, that data is more likely to be accurate than the same contact information that has been stored in your database for over a year.