You're facing user adoption challenges with new automation tools for CRM. How will you overcome them?

Introducing new automation tools can be challenging, but the strategies you've outlined are highly effective. Interactive training sessions are essential to demonstrate the tangible benefits and practical use cases, which help users see the value. Designating 'automation champions' is a great way to foster peer support and drive adoption from within the team. Regularly collecting feedback ensures that you can swiftly address any concerns and adjust the rollout to improve user experience, making the transition smoother. These steps can collectively build momentum and enhance the overall success of the implementation.

Desde mi experiencia en procesos de automatización considero que la clave radica en democratizar las herramientas tecnológicas identificando perfiles clave en todos los departamentos para que: 1. Puedan entrenarse en el uso de las herramientas de automatización 2. Sirvan como pivote del conocimiento o embajadores de automatización en sus departamentos. Para que luego puedan identificar en sus equipos procesos susceptibles a: 1. Error humano. 2. Repetitivos y de baja generación de valor a la empresa. Todo lo anterior debe estar regido dentro de un marco de Gobernabilidad así como un equipo experto que apruebe las propuestas de procesos a automatizar.

A CRM system is nothing without it's users being onboard. In my experience showcasing changes to a segment of a team, 1-1, helps in overall user adoption of changes. Why? The people you've trained 1-1 become CRM change evangelists, proponents of your CRM strategy and the automation changes you have implemented. They can then act as leaders, using the automations to increase their productivity and field questions from the rest of the team in why these changes have been made, and how the automations help the company towards its goals. It is just as critical to create documentation detailing the changes, and make it accessible to the entire team, alongside assessing changes in adoption rates and regularly following up with the team.