We are pleased to present below all posts tagged with 'user adoption'. If you still can't find what you are looking for, try using the search box.
With any LUCK, I’m sure your users are actively using SharePoint search to discover and find content. Sooner or later they will struggle to find whatever it is they are looking for. Search is after all only as good as what you put into it. Utilizing crawl rules can quickly create relevant results, thus, increasing the likeliness that users keep using search.
When visiting clients to start a new project, it's interesting to find out that the stakeholders have been excluded from the planning or discovery sessions. If the stakeholder is not included, does that make it an IT project? Is there such thing as an IT project? What's the potential risk of NOT including stakeholders in planning and discovery? What are the advantages of including stakeholders in the beginning stages? Do you want to eliminate process gaps, increase adoption, reduce anxiety, confusion, and frustration during your next project? Keep reading...
In this article, I will introduce you to 5 different tools and methods you can use to gather SharePoint user adoption information so you can continuously monitor and improve your SharePoint intranet.
Without SharePoint adoption metrics, you may as well be driving blind-folded, with no steering wheel, and on a winding foggy dirt road! Under those conditions, it would be a miracle if you didn't drive off of a cliff! In this article we take a look at how to quantify SharePoint adoption, satisfaction, and success.
Employee engagement – it’s just one of the latest buzz words floating around. But what does it really mean? I can tell you that it’s not just performance plans, timely feedback and evaluations. We need to stop being so focused on the employee’s productivity and start focusing on their experience in the workplace. If an employee is having a good experience, it stands to reason that this will allow them to be more productive and engaged. So how do we do that? Let’s take a look at five principles to get us there…
In a recent presentation from a Global Sales Manager of a manufacturing company, he stated that, "I learned that CRM is really about people, and CRM is really about leadership." In this article, we summarize the lessons learned by this leader, and how other Sales Managers can learn from his experience. How do your organization's leaders stand with a CRM solution?
The truth is, the “training” methods we have been using for decades are dying. And if your organization is still hoping to train users on SharePoint, CRM, or any other technology by sitting them in a room to watch recorded videos or a live individual, I want to offer some suggestions that I believe will transform the way end users adopt and learn new technology.
The latest technology out there today is compelling and can do great things. And it’s true, a few could revolutionize the very way you do business. But in an effort to do more with less, move faster than competitors, be agile and lean, and choose “best of breed” technology, we often see organizations forget about the very ones who will make the investment successful and worthwhile.
In part two of this successful roadmap engagement series, we'll look at Risk and Obstacle Evaluation, Business Case and ROI, Culture Change, Training, Adoption, and Future Planning.
Did you know it takes an average of 7 contacts to convert an unqualified prospect into a sales qualified lead? And did you know that 60%-95% of sales leads are never worked at all? That’s a huge amount of untapped potential!
In this article, we will look at the "3 C's" of lead management using customer relationship management.
Looking for a way to expand usage of your company's CRM? Here's a simple idea: commit to making it the one and only place that you use to manage your list of contacts. It sounds simple, but it's amazing how many contact lists are spread out over a pile of business cards, in our mobile devices and handwritten on notepads. This article shares some practical ideas on how to get all of your contacts into CRM.
Everywhere you look on the internet these days, you see Best of 2014 lists. And rightfully so – as we prepare to embark on 2015, it’s natural to gaze back across our most recent journey around the sun. In the spirit of helping you navigate through the more than 80 blogs we published in 2014, we’ve compiled a quick round-up of some of our most helpful and popular entries.
Mentoring is one of those things that seems to make tons of sense to people but rarely if ever gets done. The days of new employees being given a formal mentor and six weeks to six months of “ramp up time” appear to be long gone for most companies, regardless of their size or industry.
Just as no two clients are the same, no two projects are the same. Thus the characteristics of the solution, the team, the timeline and whether or not it is an initial implementation or an enhancement should be weighed before selecting a project management methodology.
This blog will explore the basic functions of: Six Sigma, Waterfall, and Agile approaches.
When it comes to
effectively taking notes, OneNote leaves Word in the dust. Don’t get me
wrong, Microsoft Word is an excellent program and is very useful for specific
tasks, but note-taking isn’t one of them. OneNote allows users to take
notes the way that works best for them. In this blog entry, I will walk you through the installation process for your computer, step-by-step.
Many organizations believe that thorough training is the only step necessary to ensure user adoption—this assumption could not be more wrong. Effective user adoption begins at the planning stage of a project and is threaded throughout the life cycle. Learn how we apply The LUCK Principle™ to every step of the process.
Is it a fair statement to say that we all have had a poor experience using CRM? That we either wanted our old methods back or short cuts in this new application called CRM? There are many reasons for user not liking and embracing CRM deployments; however let's address instead how to re-engage to increase adoption of CRM in your organization.
After the article we published yesterday, a number of people have asked what the Microsoft/Salesforce global partnership announcement might mean for Salesforce and Microsoft as companies (rather than as CRM products). Financial details of the deal were undisclosed, so we can only speculate. Here are a few quick thoughts for discussion:
On May 29, 2014, Satya Nadella (CEO of Microsoft) and Marc Benioff (CEO of Salesforce.com) announced a global strategic partnership between the two firms.
As one of the very few organizations certified on both platforms and providing in depth books and digital training on both platforms, C5 Insight is uniquely qualified to comment on this announcement and what it might mean for the customers of both products. So what has the scuttlebutt been around our office and among our clients on the topic?
When we stepped back and looked at our current projects and proposals going out, we began to see that we were often being brought-in as a 2nd or 3rd vendor, to assist with a 2nd or 3rd implementation, or to help a project “get back on track” after it was underway. The reality is that 59% of all new projects for C5 Insight are rescue projects, or what we now call “CPR” projects. So, where do we go from here and how do we fix it?
The Internet and tighter budgets have forever changed how prospects are making buying decisions. Research in the book The Challenger Sale tells us that prospects are over 50% of the way through the buying process by the time they initiate contact with a vendor.
Sales Intelligence solutions, integrated with CRM, are a part of the answer to this dilemma. In this article, we will take a look at the top sales intelligence solutions on the market today.
Few businesses would argue the value of a good CRM solution anymore. But adoption remains a significant challenge. Our own research shows that 40 percent or more of organizations continue to struggle with getting their teams to adopt CRM. So here are 20 ideas to consider to help drive the adoption of CRM within your organization.
“Paralysis by analysis” means having so much data that it becomes difficult to take any action. And it is an issue that organizations frequently run into with getting users to adopt a customer relationship management solution. Users see long lists of activities, leads, opportunities, cases and accounts - and they don’t know where to begin to manage their day in the CRM system. The results can be devastating to the bottom line and often include: failing to work the best leads, opportunities slipping through the cracks, key customers being ignored and follow-up commitments aren't met. Ultimately, it may lead your team to abandon CRM and go back to more familiar ways to manage relationships.
Customer relationship management (CRM) projects are particularly difficult to successfully deliver. In fact, research into CRM project failures over the last 10 years has consistently found a failure rate between 30% and 70%. A quick scan of the proposals that we have delivered to new clients for CRM projects over the past 12 months shows that fully 59% of new clients who approach us are dealing with a need to administer CPR on their CRM implementation. This is true across all CRM products (we have seen failed CRM projects across virtually every CRM solution on the market). In this article I’ll take a look at one of the most frequent causes of failure that we have encountered and will offer some guidance for avoiding this (or for recovering if you’re already there). I will also be doing a deeper dive into this topic during our CPR for CRM Webcast.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.