Why Won’t Your Employees Use Your CRM or ERP System? How to Prevent Low User Adoption Before It Sabotages Your Firm

As a digital transformation specialist, I speak with prospects in the professional services industry daily. One of the pain points most often mentioned is low user adoption. This is frustrating to hear, especially when software implementations are supposed to automate tedious tasks, enable accurate and fast reporting, and streamline processes.

User adoption rates are dependent upon many factors; however, a few that come to mind are: the quality of training provided to users, the cleanliness of data, mobility, and ease of use. Executive enforcement of system use is imperative to high(er) user adoption as well. If management is not necessitating system use, let’s face it, the system is not going to be used by everyone.  

The issue is that user adoption is not considered (or given enough weight) during the process of selecting a new ERP or CRM system. If you are looking for a new system, and you want to ensure 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 system use?

Today’s A/E/C firms envision better adoption of today’s emerging technology. Microsoft Dynamics 365 (D365) removes 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 control of their business, while driving efficiencies and collaboration across the firm.

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

With Microsoft’s Power BI embedded in aec360, not only will you have a connected A/E/C firm, but you will 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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