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Project owner/sponsor is from the Line of Business Get to know your prospective users and their roles Work with an experienced CRM professional - A solid Microsoft Partner will speed/smooth your implementation Start with a small or finite initial CRM rollout Spend time on the design/reengineer your processes first Where appropriate, use 3rd party tools to assist with integrations Facilitate a proof of concept program Clean up the data before you put it in the CRM system Provide as much training and coaching as needed Create some great management reports Monitor usage & provide a solid support program CRM is Forever – Evangelize CRM across your organization – Make it part of your company culture Get involved with Your CRM User Group Rick and Tim’s – User Adoption Tips [email protected] [email protected]

Microsoft Dynamics CRM - Promoting User Adoption Microsoft Convergence DayONE 2010

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It's common to just about every CRM implementation - the need to improve user adoption. And the need doesn't end with go-live. Join Tim Thorpe and Rick McCutcheon to share your successes and tips for improving user adoption, and learn--directly from others--how to address the user adoption challenges at your organization.

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Page 1: Microsoft Dynamics CRM - Promoting User Adoption Microsoft Convergence DayONE 2010

Project owner/sponsor is from the Line of BusinessGet to know your prospective users and their rolesWork with an experienced CRM professional - A solid Microsoft Partner will speed/smooth your implementationStart with a small or finite initial CRM rolloutSpend time on the design/reengineer your processes firstWhere appropriate, use 3rd party tools to assist with integrationsFacilitate a proof of concept programClean up the data before you put it in the CRM systemProvide as much training and coaching as neededCreate some great management reportsMonitor usage & provide a solid support programCRM is Forever – Evangelize CRM across your organization – Make it part of your company cultureGet involved with Your CRM User Group

Rick and Tim’s – User Adoption Tips

[email protected]@FullContactSelling.com