User Acceptance

Getting one of my deployments of CRM fully rolled out has been a slow process. user-surveys When I started, they only wanted to use part of the sales functionality.  They wanted  to use Accounts, Contacts, Orders, Invoices, and Leads (orders and invoices were being integrated over from Great Plains).  As you can see, not very much.

There was not a whole lot I could do with what we were using to show a return on investment. 

Over the last year, we rolled out Opportunities, and Marketing Campaigns.  I now could start accumulating some data.  After about 6 months, I started to show some forecasting and trending reports based off of many different parameters.  The C-level loves it.  No longer do they have to guesstimate what the company might be bring in and from where (where did the lead come from).  Manufacturing can now have some insight to what they need in inventory.

I have also added many custom entities and custom code to meet other business practices to support the sales department.  Suffice it to say, management can run a single report and get every bit of information about an opportunity on one page.

Now that the executives are talking, I am beta testing a custom Professional Services module that I have built.  It will replace a SaaS program that is currently being used.  I am also in the planning stage of moving techsupport over from a separate ticketing system to CRM.  I thought it would be difficult to get these 2 departments to migrate over, but I was wrong.  They came to me.  They like what they have heard from other departments and demos I have shown since.

 

Even thought this has been a slow project, it is a successful one.  The users are excited to use it.  I am constantly getting feedback from management of new applications they want in CRM and the main reason the users are loving this is ease of information.  Everything is now in one easy place to get all the information they need to make an educated decision.

sirslur

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