CRM User Adoption: Framing Your Approach
As technology plays an increasingly crucial role in the business world, office technology dealers must stay ahead of the curve by utilizing effective client resource management (CRM) systems.
However, CRM systems, while incredibly powerful, can also be complex. When it comes to getting started with a new CRM platform, onboarding is the most important part of the process. Your team must be trained in how to best use the system, as well as be provided with all the resources and support they need to be successful.
When selecting a CRM provider, office technology dealers must look for specific features and practices that will facilitate new user onboarding and adoption, to ensure the successful integration of the system into their organization. In this blog, we explore five best practices that office technology dealers should look for in their CRM provider’s onboarding process.
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