Microsoft Dynamics 365 CRM has a proven track record when it comes to improving an organization’s workflows, improving revenue and making a company successful. But, effective CRM implementation is also extremely difficult because of which several organizations adapt User Adoption Monitor – an Microsoft AppSource preferred solution to monitor their CRM metrics and improve ROI.
Here’s an example case study to understand this better:
TechSolutions Inc. provides cutting-edge technology solutions to businesses of all sizes in Metropolis. Their flagship offering was the implementation and customization of Microsoft Dynamics 365 CRM, a powerful tool for streamlining operations and improving customer relationships.
However, they themselves had a very low CRM user adoption rate!
TechSolutions Inc.’s CEO, Mr. Anderson, was a visionary leader who believed in leveraging data for business success. He understood that implementing Microsoft Dynamics 365 CRM alone was not sufficient. To improve CRM user adoption and drive the company forward, he knew he had to monitor activity tracking in Dynamics CRM and measure metrics to gain valuable insights and make informed decisions.
He wanted to introduce an AppSource preferred solution called User Adoption Monitor to his team! While sipping his coffee and reviewing his team’s sales reports, Mr. Anderson realized that a compelling story would help his team understand the importance of monitoring CRM metrics.
In the conference room, Mr. Anderson began narrating the story:
He said, “There was once a prosperous kingdom known as Successville, who had a ruler, named King Benjamin. The King built a magnificent castle that symbolized his empire and power, just like Microsoft Dynamics 365 is the backbone of our business, he stressed!
He continued, “King Benjamin although faced a challenge!” As his castle was vast, with many rooms, corridors, and secret passages, it was impossible for him to monitor every corner. The king appointed Metrics Guardians as his trusted advisors. By monitoring various metrics within the castle, they ensured the inhabitants’ satisfaction and overall performance. They meticulously tracked metrics and continually identified areas for improvement!
Similarly, Microsoft Dynamics CRM 365 is the castle, and User Adoption Monitor is the Metrics Guardians that monitor the CRM metrics we need to succeed!
He further explained the four crucial metrics that need to be monitored for success and how User Adoption Monitor can help!
1. User Adoption Rate
The user adoption rate is a crucial metric to evaluate the success of Dynamics 365 CRM implementation. User Adoption Monitor measures the percentage of users who actively engage with the Microsoft Dynamics 365 CRM system and utilizes its features.
Track user adoption rate by:
- Monitoring the number of users logging into the system regularly.
- Measuring the frequency and duration of user sessions.
- Assessing the number of interactions recorded by each user.
With Dynamics 365 CRM user adoption tracking, you can identify any potential issues or barriers to adoption and take corrective actions.
Here’s a screenshot that shows how user login frequency keeps track of log-in and log-out details for every user on a daily/weekly/monthly basis.
2. Activity and Engagement Metrics
Tracking activity and engagement metrics provides insights into how effectively Dynamics 365 CRM is being utilized. These metrics highlight the level of engagement and productivity within the system.
Key activity and engagement metrics include:
- Number of leads generated and converted.
- Number of customer interactions logged.
- Average response time to customer inquiries.
- Number of opportunities created and closed.
- Sales revenue attributed to CRM activities.
Analyzing these metrics helps organizations assess the overall effectiveness of implementing Microsoft Dynamics 365 CRM. It allows them to identify areas of improvement, optimize workflows, and align sales and marketing efforts.
Here’s a screenshot that displays record access and modifications to keep track of records that each user worked on!
3. Targets, Revenue Growth & Conversion Rate
Determining and driving the specific targets you want to monitor is a primary goal of any business! Monitoring targets such as the number of leads generated, opportunities created, or revenue generated is key to success. These targets will serve as benchmarks for measuring even user performance.
Moreover, you can discover the impact of Dynamics 365 CRM on your bottom line by analyzing metrics, such as:
- Leads Generated
- Conversion Rate
- Average Deal Size
- Aggregated Revenue Generated
Inogic’s User Adoption Monitor offers Goal / Aggregate Tracking and Target Tracking allowing you to track goals, aggregate values, targets, conversion rates, and several other objective-oriented metrics.
Not just aggregate tracking, but with User Adoption Monitor also allows to set goals based on Count, Fixed Intervals and more.
Here’s a screenshot on goal or aggregate tracking in User Adoption Monitor to understand the aggregated value of a respective field and analyze user performance.
4. Interactive Dashboard for Quick Analysis
User Adoption Monitor offers CRM and Power BI dashboards that offer visually appealing and intuitive representations of a quick analysis on user adoption data.
Businesses can easily interpret the data and gain insights into user behavior, trends, and patterns. These dashboards allow organizations to make data-driven decisions and take proactive measures to improve user adoption.
Here’s a screenshot on of the dashboard showcasing overall user engagement scores in User Adoption Monitor.
Would you like to try out this perfect Dynamics 365 User Activity Tracker?
User Adoption Monitor is a solution developed by Inogic to help organizations maximize the effectiveness of their Microsoft Dynamics 365 CRM implementation. By closely monitoring user behaviour and engagement, businesses can identify areas of improvement, enhance user adoption, and ultimately increase the return on their CRM investment.
So, get ready to leverage the capabilities of User Adoption Monitor and drive user adoption, improve productivity, and achieve better ROI from your CRM investment.
If you would like to try out this Microsoft AppSource preferred solution, sign up for a 15-days free trial, visit our website, watch a demo video or feel free to connect with us at crm@inogic.com.
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Try another way around to gain users with Inogic’s Gamifics365 – a gamification app to enhance Dynamics 365 CRM productivity! Motivate users and drive higher engagement.
Businesses can set up challenges, competitions, and reward systems to encourage users to explore and fully utilize the capabilities of Dynamics 365 CRM. Gamifics365 does not only boosts user adoption but also fosters a sense of healthy competition and collaboration within the organization!
Did you know that when you buy Gamifics365 you get User Adoption Monitor absolutely free! Find out more, contact us on crm@inogic.com today!