The article discusses challenges in CRM adoption due to the disparity between fast-paced technology and human behavior. It emphasizes the importance of effectively integrating platform features with behavioral nudges to improve team performance and understanding. Practical tips are provided, such as creating a Learning Center within the CRM platform to centralize resources and minimize context switching, and establishing a 'Definitions & Stages' dashboard to clarify misunderstandings related to CRM usage. These strategies aim to enhance the overall user experience and drive better outcomes from CRM investments.
Using dashboards, you can create an internal learning center with embedded videos, documentation and even slide decks from previous training sessions or summits. This keeps onboarding content accessible and eliminates the friction of toggling between tabs or tools.
Misunderstandings around lifecycle stages, deal pipelines and lead statuses are one of the most common sources of friction in CRM usage. That's why we recommend building a 'Definitions and Stages' dashboard.
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