How? Let’s find out from the below scenario.
Mark is the Senior Sales Manager at a popular cosmetics company that recently incorporated Dynamics 365 CRM for managing customer databases. But after a month of using Dynamics 365 CRM, he found that his team was still eons away from successfully adapting to it. It can be seen in the amount of time spent on each customer record in CRM, the information fed into the system, and so forth. Mark was finding it quite difficult to monitor the progress of each team member and see how they are adapting to Dynamics 365 CRM. It was affecting his daily work and creating a backlog.
To overcome this crisis, Mark decided to make use of Dynamics 365 CRM monitoring app – User Adoption Monitor by Inogic. With this monitoring app, Mark was able to –
Track Dynamics 365 CRM user actions
It becomes necessary to monitor various operations (Create, Read, Update, Delete, Win, QualifyLead, etc.) over a period of time to determine the adaptability of CRM users. Daily, weekly, or monthly monitoring of these actions or operations will give an overall insight into how well users are adapting to CRM in their daily work life. User Adoption Monitor enables periodic tracking of user actions with which Mark can easily track the progress of her team members.
Monitor activities carried out by users in CRM
In order to become adept in handling various functions, users need to spend a good amount of time in their CRM. It is necessary to monitor the amount of time invested daily by each user in the system apart from tracking the routine user actions in CRM. Furthermore, there should also be a provision to keep track of the time invested in CRM records by each user i.e. specific time invested in each record by users. This would provide a clear picture of how each user is utilizing time in CRM. If a user is lagging behind or facing difficulties in adapting to CRM, then it will be easy to take proactive measures before it’s too late. This is where Mark can use the Login/Logout and Check-in/Check-out features of User Adoption Monitor.
Set up performance goals for team members
Setting job performance goals or targets that must be demonstrated in the CRM is another way of monitoring user adoption of CRM. Even if it is posting a monthly or weekly sales target, the users will have to quickly adapt to CRM to handle their work smoothly. And when there is competition, the natural urge to excel helps the users to overcome their initial shortcomings in handling CRM. It would also serve as a medium to assess the performance of users in the long run. Mark can effectively use the Target tracking and Aggregate tracking features of User Adoption Monitor for this very purpose.
Ensure customer database is complete
CRM is intended for maintaining accurate customer information and keeping it within reach. However, if users are not proficient enough in using CRM, then the risk of incomplete customer data rises. To avoid such situations, Mark can use the Data Completeness feature of User Adoption Monitor. Whenever any mandatory information about customers is left out or not entered into the system, this feature will alert the user about the incomplete data. In this way, Mark can ensure that each and every detail about the customer is procured and fed to the system on time.
With all these effective features, it can be said that User Adoption Monitor is the perfect app for monitoring user actions in Microsoft Dynamics 365 CRM.
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But that’s not all! Have you heard about Gamification, the next level of User Adoption? Industries across the world are implementing game mechanics into their daily operations to improve employee engagement and increase productivity. Games and activities encourage employees to be actively involved in attaining the goals and targets set by the business organization. So, get a closer look at our latest Microsoft Dynamics 365 CRM gamification app –
For any information on monitoring and tracking user actions, feel free to mail us at [email protected]