We have been using a CRM for almost five years and I am still seeing sales users avoid it as much as possible. What can I do to help them recognize the value to them and for our growth? -- Amy, frustrated marketer
I am sure you have heard the saying – You can lead a horse to water, but you can’t make them drink.
Your efforts need to be focused on the “What’s in it for them” approach. Package your training and communications on what the benefits are and productivity savings they get out of using Dynamics 365 CRM.
Amy, you also need to convince your sales manager and/or president that every sales meeting is built upon opening up CRM for the dashboard KPIs. Don’t keep printing out reports or looking elsewhere for that one-view about the client relationship -- use Dynamics 365 CRM. If your account reps don’t have their own KPI dashboard that drives their daily actions, then you must provide.
In addition, it is also helpful to run a monthly ½ hour lunch & learn webinar for sales reps. Use the first 15-20 minutes to cover a specific topic, like The Three Email Templates for Emailing Out Sales Literature. Then use the last 10-minutes for Q&A and tips and tricks that will save them time.
Enjoy, let me know how I can help!
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