How Do You Engage Firm Members in CRM?

AAAMMinuteAM Minute – Best Practices

Brenda Sleeper, ContactEase CRM

Engagement and adoption with a customer relationship management (CRM) system begins with looking at the different personas that will be using the system. Visualize the team members and the different needs that each of the individuals will have; what is important to ‘Paul the partner’ is different than what is important to ‘Angie the admin.’ Involving your team members from the onset is important to the success of your CRM implementation and usage. For a list of practical guidelines –

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