Ledgeview | Business & Technology Consulting Services
Ledgeview | Business & Technology Consulting Services
Ledgeview | Business & Technology Consulting Services

Is your team excited about and getting the most out of your CRM solution?

When it comes to maximizing your ROI with CRM, achieving high and continuous user adoption is critical to your organization’s success. If you fail to get your users excited from the start of your CRM journey, they will not adopt it over time. There are steps you must take during each CRM project phase to ensure your users are engaged and excited about the system.

Due to the importance of gaining high and continuous CRM user adoption, Ledgeview has created an abundance of resources and support options to help your users thrive with CRM and use it as intended. Take advantage of our vast resource library and support options. We are on your team from day 1.

Get Your Users Excited About CRM

Whether you’re just getting started with CRM, are years into your project, or fall somewhere in the middle, keeping your team engaged is a common concern that many organizations have. Companies across industries struggle to gain CRM user adoption at various project phases.

According to Forrester Research, “22% of all reported problems to successful CRM implementation were people-related or linked to user adoption.”

Luckily, there are many ways to prevent failed user adoption and prevent lagging adoption from the start.

Our specialists are available to help you eliminate every CRM excuse, establish your leadership involvement and project team, establish a “phased” approach, address common misconceptions, reinvigorate excitement, identify guidelines, establish a communication plan for your users, and so much more.


The Do’s and Don’ts of Maximizing Your ROI with CRM

CRM is a time and financial investment. Set your team up for success and keep everyone happy when you follow the do’s and don’ts of maximizing your ROI with CRM.


  1. Choose a Cloud-Based CRM
  2. Integrate applications that add value to your CRM solution and make sense for your team
  3. Ensure your CRM is mobile-friendly


  1. Neglect Sales & Marketing Alignment
  2. Generate reports or create dashboards that have no purpose for your team
  3. Ignore customer relationships over time

Expand Your CRM User Adoption Knowledgebase

When it comes to succeeding with any CRM solution and achieving the user adoption you’re capable of, equipping your team with the tools and resources they need to thrive is crucial. Ledgeview Partners offers more than 50 eBooks on topics like sales, marketing, customer service, CRM, Salesforce, Microsoft Dynamics 365, user adoption, and more. Always available for complimentary download to your organization.

Discover if Salesforce is the Best Fit for You

Without a Clear and Defined CRM Strategy, User Adoption will Fail

It sounds harsh, but that’s the reality when it comes to implementing leading CRM technology like Salesforce and Microsoft Dynamics 365. Before you dive into CRM,  it’s crucial that your team has a clear and defined plan and strategy. That’s why we’ve come up with a 10-step plan that your team can follow to be successful. Dive into the details when you download the eBook (left).

  1. Define your CRM vision
  2. Select the right CRM partner
  3. Develop your project team
  4. Establish your plan
  5. Specify CRM project requirements
  6. Integrate and migrate data to maintain system integrity
  7. Create your communication plan
  8. Maintain your documentation
  9. Keep up the momentum
  10. Set yourselves up to achieve high and continuous user adoption days, weeks, months, and years beyond your original implementation day
Contact us to develop a CRM strategy that is personalized for your organization’s unique processes and objectives.

Plan for CRM

Leading CRM solutions like Microsoft Dynamics 365 and Salesforce help all business types and roles produce more effective outcomes with a quicker turnaround. The capabilities are (almost) endless and in today’s digital world, CRM is essential to the success of organizations worldwide.

We are committed to the success of your business. Ledgeview Partners is here to assist you no matter if you’re evaluating Microsoft Dynamics 365 or Salesforce or you already have the technology. Click on one of the buttons below to start your journey with Microsoft Dynamics 365 or Salesforce and Ledgeview Partners. 

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