We have recently had several frequently asked questions and here is our response:

Q : Some of our users took ages to use Outlook will it take longer for CRM?

A : This is a cultural issue as some people are sometimes reluctant to change the way they are working or perceived to be monitored.   Caltech recommend that as part of the CRM project planning that user engagement is addressed then.  Caltech also offer training and insight for the organisation to ensure a good uptake of users.  If users can see a working benefit of CRM they will use it more.

Choosing a user friendly and familiar looking CRM system will help your users, and also tailoring the system to how you would like to use it – with your organisations terminology that means something to your users will stand you in good stead for successful CRM user engagement.

Some organisations have used incentives to encourage a wider use of CRM such as financial, new hardware or handheld, reward and incentive programs or employee recognition.

If user engagement is managed successfully from the outset, user engagement will need little incentive…

To receive our CRM top ten tips contact George@caltech.co.uk