Welcome to Connected Thinking, our new monthly newsletter. In this update we’ll share news, strategies and advice to help you get more value out of your CRM technology, along with all the latest updates from SugarCRM. We hope you find it useful.

Welcome to Connected Thinking, our new monthly newsletter. In this update we’ll share news, strategies and advice to help you get more value out of your CRM technology, along with all the latest updates from SugarCRM. We hope you find it useful.

Introducing our new look brand 

You might have noticed that we’ve started to look and sound a little different lately. That’s because we’ve been working on a new brand positioning for Evolution: one that more accurately reflects what we do and how we do it.

Our new direction focuses less on the technology itself, and more on how we can help you unlock its potential. It’s about using smart thinking, closer collaboration and a more flexible approach to guide you through the process and help you apply strategies that will transform the way you do business. 

It’s also anchored in building long-term partnerships and adding value well beyond the rollout phase - because successful CRM is an ongoing process. The possibilities and benefits evolve along with the technology and your business - and it’s our job to help you leverage those opportunities, both now and in the future. This newsletter is just the start. 

Five key plays to improve user adoption 

As anyone who’s been through a CRM project will know, CRM lives or dies by how well it’s embraced by users. And although user engagement should be on your radar from the outset, successful user adoption is a long-term play.  Even in cases where initial adoption levels are high, things can always change. 

To help ensure your team are both technically adept and fully invested in your project’s long term success, we’ve compiled this list of five failsafe user adoption techniques:

1. Show users how it will make their lives easier. Communicating the value of your new system is essential. You need to educate your users not just on why CRM matters to the business, but why it matters to them. We call this the WIIFM (What’s In It For Me?) effect.

2. Recognise and reward users. Most people are naturally resistant to enforced change, but incentivisation is a powerful tool. Get creative and make it fun for your users to want to adopt the system.

3. Identify and empower internal champions. Users who see the value of CRM and adopt it successfully are more likely to share their positive experiences with others - so recruiting these influential users as CRM champions can be a highly effective technique.

4. Devise a plan to handle pushback. When you’re implementing a new system, pushback is inevitable. Mitigate potential issues with a comprehensive change management plan.

5. Play the long game. Your goal should be to keep users committed to CRM usage and consistently engaged with the system on a long term basis. Make sure you continue to monitor adoption and usage after rollout and take steps to maintain user satisfaction levels.

Want to know more? Read our article on how to implement these techniques.

Read the article

Sugar 9 brings sweet new functionality

Unlike most CRM software solutions, which typically release a new version once a year, Sugar continues to deliver new functionality every single quarter (and at no cost to users). Last month saw the release of Sugar 9, which includes an impressive range of new features and additions.

You may have already received the full list of updates from Sugar, but we’ve distilled our key outtakes and favourite new features into an easy-to-digest summary.

Read more about Sugar 9’s latest feature release.

How to upgrade to Sugar 9

Upgrading to Sugar 9 is a fairly straightforward process. For those businesses who are on demand, your system will have updated automatically - if not, you can expect to be transitioned some time in the next few weeks. It’s also available for free to on premise clients, however it’s possible that you’ll need some support to manage the upgrade.

If you’d like to know more about transitioning to Sugar 9, drop us an email at darren@evolutionmarketing.com.au or give us a call on 1300 799 064