CRM is an invaluable tool. Its ease of use and seamless integration with other business applications and tools have helped businesses of all sizes transform their operations. However, even with the most easily learned CRM systems, there can be a real struggle with adoption rates.
One of our clients have thought up a brilliant way to incorporate the Christmas spirit into driving their end users into updating and enriching data in D365 CRM. In our monthly session together back in October, yes I know we shouldn’t be talking about Christmas in October, we were talking about ways to get adoption and to get end users to make sure their data is correct, up to date and all the information they know has been completed in CRM, therefore we flippantly discussed incorporating a Christmas challenge and incentive to drive people into the system and to also get people to review and improve the account data that they have a relationship with. In the next monthly session we had together the admin team, along with Leadership team communicating out the “Christmas Challenge” and incentives, demonstrated their unique way to bring a bit of fun and internal office competition into updating data in CRM with a Christmassy feel to the whole experience.Read More