Why Won't Your Employees Embrace Your CRM System? How to Address Low User Adoption Before It Sabotages Your A/E/C Firm

Software implementations are meant to automate tedious tasks, enable accurate and fast reporting, and streamline processes.  When I, a digital transformation specialist, hear prospects in the professional services industry that low user adoption is a common problem, it frustrates me. Connected AEC firm

There are many factors that impact user adoption rates; however, a few that stand out are: mobility, ease of use, the quality of training provided to users, and the cleanliness of data. Executive requirement of system use is imperative to high(er) user adoption as well. If management is not enforcing system use, let’s face it, the system is not going to be used by everyone.

The issue is that user adoption is not sufficiently considered  during the process of selecting a new CRM system. If you are looking for a new system, and you want to guarantee high user adoption, here are some questions to ask:

  • Is the system flexible in accessibility/mobility?
  • Is there buy-in from most stakeholders at your firm?
  • Is your firm ready to enforce quality and use measures?

Today’s A/E/C firms look for better adoption of today’s emerging technology. Microsoft Dynamics 365 eliminates the roadblocks to adoption while delivering significant return of investment and gaining efficiencies by integrating business processes across organizational teams. With the power of the cloud and advanced intelligence capabilities, D365 enables a 360-degree view of firms, allowing them to take charge of their business, while driving efficiencies and teamwork across the firm.

User adoption excuses are eliminated with aec360.  Users can access the entire solution in Microsoft Teams, and aec360 CRM can be accessed from Microsoft Outlook from any device, anytime, anywhere. Functionality like voice-to-text has been developed to enable busy seller/doers the ability to input their data on the go.

With Microsoft’s Power BI embedded in aec360,  you will have not only a connected A/E/C firm, but you will also have the ability to capture a snapshot of any part of your process.

To learn how aec360 can help your firm successfully go through a digital transformation, please drop us a line today.

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