In 2018, much of our content took a special focus on gaining high and continuous CRM user adoption.
Why? Aside from being a considerably important topic, it’s a popular one, as a variety of organizations and businesses continue to struggle with this common problem.
These expert eBooks from Ledgeview in 2018 will help you clear up common CRM misconceptions, prepare your playbook, develop a communication plan and more.
If you missed any of them this year, you can still download them FREE now.
For this list, we have determined the most popular Ledgeview Partners eBooks of 2018 with a focus on CRM user adoption based on the CTR of each piece.
This data was documented and analyzed in reports generated from backend data systems, from content that lived on the Ledgeview Partners website over the course of the year, from Jan. 1, 2018, to now.
We are excited to bring you this list of CRM user adoption-focused eBooks that we published in 2018 and can’t wait to bring you even more in the New Year!
Here’s what you loved most …
7. 10 Expert CRM Tips on Gaining User Adoption During Rollout
It’s rollout day! Make it a happy event.
CRM is meant to benefit your organization, increase daily efficiencies, improve employee effectiveness, and much, much more.
This eBook provides top tips to help reflect that, and prevent overwhelming feelings among your users.
6. 10 CRM Misconceptions on Gaining User Adoption
Set your users up for success by clearing up any misconceptions that are fueling concerns they’re having with CRM!
Before your rollout day, you’ll need a killer preview to present to your employees about why and how your organization will benefit from CRM.
During this presentation, you’ll want to make sure that it addresses their questions and concerns in the most optimal way.
This eBook will help you do that and more.
5. 10 Expert CRM Tips on Achieving High User Adoption from the Start
Are you ready for your rollout day? Back up!
To gain user adoption from the start of your CRM project, you’ll want to read this eBook before your big rollout.
4. 10 Expert CRM Tips on Gaining User Adoption After Rollout Day and Beyond
After rollout day, it can feel like do or die time. This is perhaps the most crucial period when it comes to retaining and gaining continuous user excitement.
Keep the celebration alive with the top tips and actionable takeaways shared in this expert eBook guide.
3. Achieving User Adoption Success with Salesforce: A Guide for Salesforce Admins on 4 Common Hurdles + Solutions
Achieving high and continuous CRM user adoption may vary across solutions. It’s true.
How your users learn and develop is often unique to the organization, industry, business size, and corresponding technologies.
When it comes to Salesforce, the experts at Ledgeview are excited to provide you tips on gaining high and continuous user adoption, specific to the system and its evolution.
2. 10 Expert CRM Tips to Get Your Users Excited About CRM Again
We hope if you’ve been following the Ledgeview Partners blog, or website as a whole, this year that you’re already living by the philosophy: “if it’s not in CRM, it doesn’t exist”.
If you’re not, we’ll give you a holiday pass and help you set this resolution for the New Year with the expert tips shared in this fan-favorite eBook.
Pick up the CRM excitement again! No excuses this year. Your success with CRM depends on gaining high and continuous user adoption.
1. 10 Steps to a Successful CRM Implementation
As far as preparing for a winning CRM season is concerned, when it comes to being successful with CRM, you must continue to develop, enhance, and refine your CRM strategies over time to keep ahead of the curve, beat the competition, and boost your bottom line, gaining high and continuous user adoption as you go.
It’s time to download your FREE copy, and get your head in the CRM game again, or perhaps for the first time, in 2019.
If you like this post, check out the Top 22 eBooks of 2018 here!
If there’s a topic you’d like us to cover in an eBook in 2019, reach out to our Marketing Team via the Contact Page of this website.
This post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.
The seventeenth new feature is SmartList Designer Favourites in Navigation List. This feature will see favourites created for SmartList Designer SmartList objects added to the SmartList Favorites navigation list.
As an example, I have created a Vendor EFT SmartList object in SmartList Designer and saved a couple of favourites:
In the SmartList Favorites navigation list, I’ve filtered down to the SmartList object I created:
I don’t tend to use this navigation list, and I’m not sure any of my clients do. I also have more clients actively using SmartList Builder than SmartList Designer, so I’m not sure how useful they’ll find this.
Read original post Hands On With Microsoft Dynamics GP 2018 R2 New Features: SmartList Designer Favourites in Navigation List at azurecurve|Ramblings of a Dynamics GP Consultant
By integrating Microsoft Dynamics GP and Magento you can automate core e-commerce functions like collecting orders or shipping data, and boost your performance
Jen Kuntz looks at Quick Journals. My attitude has changed toward Quick Journals. I used to like them, and I used them as a controller, but they are clunky to set up and use and two other features are now better options. Recurring batches are easier to use, setup, and change than Quick Journals. They also allow batch approvals, which Quick Journals do not. The other feature that dips into Quick Journal territory is Copy/Paste from Excel.
Copy/Paste from Excel lets users maintain their recurring entries in Excel and simply paste in the current month’s numbers. Since this is done via a Journal Entry there are fewer entry points to manage. Also, preparation of the numbers on the Excel sheet can be separated from the user who actually does the entry.
Quick Journals work fine, I just think that Recurring Batches and Copy/Paste from Excel have made the feature redundant.
Ian Grieve is Hands On With Microsoft Dynamics GP 2018 R2 New Features: Duplicate Check Numbers Option Extended. Ian’s new feature series is fantastic, make sure to check out all the items. This one was particularly important, so I wanted to highlight it here.
Have you ever tried getting a drink of water from a fire hose? I’m hoping you haven’t… or if you have, you probably didn’t quench your thirst and instead wound up with a headache! There’s enough water flowing from the hose every second to satisfy your thirst for a week – but spilling out so fast that it’s worthless trying to fill a glass.
Microsoft Dynamics GP is an industrial-strength solution to business and financial management. Especially if your enterprise has been using it for any length of time, the datasets within the system hold a massive amount of information, too much to drink in all at once. Of course, that’s what we have computers for – to process it all for us so we can see the most important data and use it effectively for decision making.
The integration between Dynamics and Excel is phenomenal – and Excel is a powerful reporting tool in its own right. However, everything has its limits, and Excel is no exception. More often than not, Dynamics GP datasets contain too much information to run Excel reports. If you don’t limit the number of transactions processed, it can bog down the system and reduce your reporting to a snail’s pace.
Thankfully, there’s a solution. Parameters can be added to Excel reports in order to allow end-users to filter data on-the-fly using specific cells set aside for that purpose.
At GPUG Summit 2018, Turnkey Technologies’ very own Sean Hunter gave a breakout presentation on how these Parameters can open up a world of reporting possibilities. Here’s a rundown of what was covered:
Did you miss the presentation at GPUG Summit? Download the PowerPoint here
Would you like help implementing Excel reporting in your enterprise? Sean Hunter is but one member of our amazing team, all of whom are experts, dedicated to assisting our clients to get the most out of their Microsoft Dynamics GP system.
By Turnkey Technologies, Inc. - Microsoft Gold Partner based in St. Louis, Missouri.
It’s no secret that managing your finances is challenging. What many employers are beginning to realize, however, is that financial stress doesn’t just harm employees. It hurts their business, too.
A 2017 report on optimizing financial wellness programs showed that those with low financial wellness and high financial stress cost their employers directly. These costs come in the form of absenteeism, garnishments, and even delayed retirement.
Financial stress exists in a variety of demographics. Young adults struggle with high levels of debt, especially school-related debt for college. Families struggle to meet financial goals due to cash flow issues. Even older adults have financial stress from caring for aging parents or children who have returned home.
To run a successful financial wellness program in 2019, you need to fully understand the situation of your current workforce. Here are five key financial wellness statistics for 2019 to keep in mind.
The recently-released 2018 PwC Employee Financial Wellness Survey shows that employees are more focused on finding ways to meet their current needs than saving for the future.
In fact, instead of using retirement accounts for taking care of themselves after they leave work, more and more employees are using them as an emergency savings account.
42 percent of employees say it’s likely they’ll need to use money in a retirement account for expenses other than retirement. That percentage jumps significantly when you’re talking to employees who are financially stressed or have significant school loan expenses.
To help employees solve this problem, it’s better to help them create a plan to develop emergency savings, rather than to further restrict access to retirement funds. This will help them avoid more expensive emergency cash.
PwC also found that the majority of employees consider financial wellness to be defined as freedom from stress and worry about money and expenses. 81 percent defined financial wellness as some form of freedom.
What does that mean to employers? As you implement your financial wellness programs, find new ways to help employees get the peace of mind they desire. As you encourage employees to participate in initiatives, use the language of “freedom” to help them understand how the initiatives will help them meet their goals.
This will increase participation and help more employees find financial balance!
We all know that financial wellness programs that dictate to employees or require specific actions are more likely to fail. Although many employees are stressed about money, they don’t want to lose their sense of autonomy.
However, PwC found that 54 percent of employees want to make their own decisions, but want someone else to validate that they did the right thing.
Take advantage of this in your own programs. Offer a variety of good choices and help employees feel good about the steps they choose to take. Consider giving positive reinforcement for that decision repeatedly so that employees stick with it.
You’d think that with all the talk of financial stress, employees would be very focused on getting more pay for their work. In reality, health care is still a major financial stressor for many workers.
20 percent of employees told PwC that they would be willing to sacrifice future pay raises for better healthcare benefits. If you’re looking to address this concern with a program that works for both you and your employees, HooPayz can be an excellent option.
Prudential found that 83 percent of employers offer some form of a financial wellness program, and that doing so makes everyone more satisfied. Both employers and employees report higher satisfaction with their benefit plans when financial wellness is offered.
Employers look to financial wellness programs to help them improve employee satisfaction, productivity, and even retirement plan participation. If you’re ready to improve these things at your company in 2019, focusing on financial wellness is a must.
These employee financial wellness statistics for 2019 are very eye-opening. Having a financial wellness program in place is vital.
No workplace has exactly the same needs as another, so it’s useful to find a financial products provider that allows you to build your own customized program. Survey employees to discover their specific needs, and then determine what to offer.
From small-dollar emergency pay advances, student loan relief, or mobile-based money management, Integrity Data is here to help you. We have a variety of programs to fit the needs of any workplace. Put your employees’ financial concerns first this year, and discover how much your company will benefit!
Need more financial wellness statistics to make your case for a program in your workplace? Download our infographic: 5 Shocking Facts about Employee Financial Stress and how it is Impacting Your Business.
