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CRM Made Successful: Best Practices for Driving CRM Adoption | SugarCon 2011

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SugarCRM
SugarCRM

In this presentation, you will learn some tips and tricks for driving use and value from your Sugar deployment in a short amount of time. Presented by Erin Fetsko, Solutions Architect, SugarCRM, at SugarCon 2011

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CRM Made Successful: Best Practices for Managing CRM Adoption Erin Fetsko Principal Sales Engineer, SugarCRM ©2011 SugarCRM Inc. All rights reserved.
©2011 SugarCRM Inc. All rights reserved.
©2011 SugarCRM Inc. All rights reserved.
You Just Bought Sugar! ©2011 SugarCRM Inc. All rights reserved.
Identify common adoption roadblocks Discuss strategies to avoid and/or overcome issues Plan to improve adoption ©2011 SugarCRM Inc. All rights reserved.
Stumbling Block #1: Doing too Much too Fast ©2011 SugarCRM Inc. All rights reserved.
How evolved is your process? What Process? Manual Managed Defined Optimized ©2010 SugarCRM Inc. All rights reserved. ©2011 SugarCRM Inc. All rights reserved.
Seize this opportunity to change ©2011 SugarCRM Inc. All rights reserved.
Stumbling Block #2: Poor Design ©2011 SugarCRM Inc. All rights reserved.
Use YOUR Vernacular ©2011 SugarCRM Inc. All rights reserved.
Death by Required Fields ©2011 SugarCRM Inc. All rights reserved.
Business Logic Hooks & SugarLogic Drive process through the user experience Sales methodologies Support scripts Hook into other systems Leverage Workflow Well defined processes Busy Work Escalations SLAs ©2011 SugarCRM Inc. All rights reserved.
Moving In ©2011 SugarCRM Inc. All rights reserved.
©2011 SugarCRM Inc. All rights reserved.
Stumbling Block #3: Individual Contributor Protest ©2011 SugarCRM Inc. All rights reserved.
©2011 SugarCRM Inc. All rights reserved.
Big Brother ©2011 SugarCRM Inc. All rights reserved.
Touch on Big Picture Personal Time Savings Ease of Use Long Term Goals (w/caution) Stear Clear Of Specifics What will change How to ... Training ©2011 SugarCRM Inc. All rights reserved.
Quit while you're ahead ©2011 SugarCRM Inc. All rights reserved.
What's in it for me? ©2011 SugarCRM Inc. All rights reserved.
©2011 SugarCRM Inc. All rights reserved.
©2011 SugarCRM Inc. All rights reserved.
©2011 SugarCRM Inc. All rights reserved.
©2011 SugarCRM Inc. All rights reserved.
Recruit a Shepherd ©2011 SugarCRM Inc. All rights reserved.
Stumbling Block #4: Management Fails to Commit ©2011 SugarCRM Inc. All rights reserved.
Pick a Side ©2011 SugarCRM Inc. All rights reserved.
Secure Executive Sponsorship ©2011 SugarCRM Inc. All rights reserved.
With executive buy-in you get... ©2011 SugarCRM Inc. All rights reserved.
Stumbling Block #5: Impatient Stick in the Mud ©2011 SugarCRM Inc. All rights reserved.
Phase it in ©2011 SugarCRM Inc. All rights reserved.
©2011 SugarCRM Inc. All rights reserved.
Listen to your staff ©2011 SugarCRM Inc. All rights reserved.
Stumbling Block #6: Company Wide Alignment ©2011 SugarCRM Inc. All rights reserved.
Success Sings ©2011 SugarCRM Inc. All rights reserved.
©2011 SugarCRM Inc. All rights reserved.
So what have we learned? ©2011 SugarCRM Inc. All rights reserved.
Change Management Go slow Get a sponsor Stay flexible Ask for help ©2011 SugarCRM Inc. All rights reserved.
©2011 SugarCRM Inc. All rights reserved.
Erin Fetsko Principal Sales Engineer, SugarCRM erin@sugarcrm.com @EbullientErin ©2011 SugarCRM Inc. All rights reserved.

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