Congratulations! You’ve completed implementing your CRM. But why isn’t everyone using it? Simply buying and deploying a CRM is only one part of the solution—if your team doesn’t use it effectively, then your investment of time and money is wasted. This highly-experienced panel will share how they got their team “on the bus” and working in the right direction. They’ll relay stories and lessons learned about gaining buy-in, encouraging end-user adoption, and reimagining business processes. Whether you’re thinking about it, in the middle of it, or already “live,” expect to get some actionable advice on how to make your team happy and get your CRM working for you.

1. People Recruit People
BrianWm.Niles
Founder&ChiefEvangelist,TargetX
@brianwmniles
How to Get Your Team to Use the CRM (Not Stress Out)

2. Setting Expectations
Panelist Introductions
Issue & Definition of Success
Best Practices for Improving User Adoption
Questions for the Panelists

3. JonathanSee
ChiefInformationOfficer
PepperdineUniversity
KeithBraun
DirectorofAdmissions
PaulSmith’sCollege
DennisMoloney
DirectorofShared
TechnologyServices
UniversitySystemof
NewHampshire
GerriDaniels
DirectorofAdmissions
NorthernMichiganUniversity
Our Panelists Today

4. 70CRM Implementation “Failure Rate”, The Butler Group

5. “If you implement it,
they will come.”

6. First, how do we
define success?

7. What worried you the
most when you began?

8. Best Practices
for Success

9. Pre-Implementation Planning
Team Structure, Roles & Skills
Challenge the Status Quo
Focus on the “Customer”
Walk Don’t Run

10. Additional Tips
& Questions

11. Thank you