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People Recruit People Brian Wm. Niles Founder & Chief Evangelist, TargetX @brianwmniles How to Get Your Team to Use the CRM (Not Stress Out)

People Recruit People: How to Get Your Team to Use the CRM (Not Stress Out)

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People Recruit People

Brian Wm. Niles Founder & Chief Evangelist, TargetX

@brianwmniles

How to Get Your Team to Use the CRM (Not Stress Out)

Setting Expectations Panelist Introductions

Issue & Definition of Success Best Practices for Improving User Adoption

Questions for the Panelists

Jonathan See Chief Information Officer Pepperdine University

Keith Braun Director of Admissions Paul Smith’s College

Dennis Moloney Director of Shared Technology Services University System of New Hampshire

Gerri Daniels Director of Admissions Northern Michigan University

Our Panelists Today

70CRM Implementation “Failure Rate”, The Butler Group

“If you implement it,they will come.”

First, how do we define success?

What worried you the most when you began?

Best Practicesfor Success

Pre-Implementation Planning Team Structure, Roles & Skills

Challenge the Status Quo Focus on the “Customer”

Walk Don’t Run

Additional Tips & Questions

Thank you