Gretchen Opferkew's guest appearances

Gretchen Opferkew

CRM Rocks

Microsoft Business Applications Podcast

Andre Margono

Phil Topness

Shane Young

Stefano Tempesta

Mohamed Mostafa

Leon Tribe

George Doubinski

Gustaf Westerlund

Guro Faller

Sara Lagerquist

Ben Vollmer

Guus Krabbenborg

Brian Galicia

Amey Holden

Steve Mordue

OwlTail

FULL SHOW NOTEShttps://podcast.nz365guy.com/10What are user adoption and change management?Faris Alkhaldy asks “What is it? And what is it all about?”The role of formal adoption methodologies such as ProsciFormal training programs availableWhy is adoption still such a common problem or complaint with CRMJanet Robb asks “What is the cost to a project where user adoption fails?”Common mistakes/pitfalls to avoidAdoption when staff are forced to use technology such as call centres or in retail environmentsWhat should IT or consultants do differently during implementationTop-down approach or a grassroots approachIain Wicks asks “What's the best, carrot or stick?”Bad advice about adoptionFeatures of Dynamics 365 that can help drive adoptionSantosh Jahagirdar asks “In a CRM rollout that also includes channel partners – what are some of the best practices, gotchas around adoption &amp; on-boarding of such indirect employees?”Scott Millwood asks – “What is broken with CRM? There are still many, many more users that dislike using their corporate-mandated CRM than users that say they LOVE CRM and can't live without it. “Adoption” is fuzzy. Usage can be measured. What is the best usage metric that indicates true adoption, i.e. routine usage? What is the ONE thing that should be addressed with the product that could make it a LOVE to use vs a FORCED to use the product? Janet Robb asks – Why is it important to have a user adoption expert as part of an enterprise CRM project?Neil Parkhurst asks – “You are trying to implement Dynamics 365 into a team of field sales guys. They see little benefit in the data they need to collect as it is “just” for the managers. So, they see CRM as purely an admin overhead they don’t want. What are the top product features you’d train to help change this opinion?”Neil Benson asks – For teams using an agile framework or a slick DevOps process, we have the ability to release an update to production every week or even every day. How do we help users embrace daily changes to their Dynamics 365 apps?Shawn Tabor asks – What’s better for user adoption overall…implementing a known legacy process or providing effective organizational change management to introduce a new paradigm?Rick Chamberlain – CRM has many audiences it needs to serve. My experience has shown that marketing and sales are rarely in alignment until you ask them about the administration department. In that case, both will agree that they are “sales prevention. How do you present the value proposition to each audience so they not only use the system but also play nice in the sandbox with the others?Questions from Andre MargonoHow do you manage resistance are thAgileXRM AgileXRm - The integrated BPM for Microsoft Power PlatformSupport the showIf you want to get in touch with me, you can message me here on Linkedin.Thanks for listening 🚀 - Mark Smith

FULL SHOW NOTES <a href="https://podcast.nz365guy.com/10" rel="nofollow" target="_blank">https://podcast.nz365guy.com/10</a><ul><li>What are user adoption and change management?</li><li><a href="https://www.linkedin.com/in/faris-alkhaldy-00b85b137/" rel="nofollow" target="_blank">Faris Alkhaldy</a> asks “What is it? And what is it all about?”</li><li>The role of formal adoption methodologies such as Prosci</li><li>Formal training programs available</li><li>Why is adoption still such a common problem or complaint with CRM</li><li><a href="https://www.linkedin.com/in/janet-robb-59171422/" rel="nofollow" target="_blank">Janet Robb</a> asks “What is the cost to a project where user adoption fails?”</li><li>Common mistakes/pitfalls to avoid</li><li>Adoption when staff are forced to use technology such as call centres or in retail environments</li><li>What should IT or consultants do differently during implementation</li><li>Top-down approach or a grassroots approach</li><li><a href="https://www.linkedin.com/in/iain-wicks-6855867b/" rel="nofollow" target="_blank">Iain Wicks</a> asks “What's the best, carrot or stick?”</li><li>Bad advice about adoption</li><li>Features of Dynamics 365 that can help drive adoption</li><li><a href="https://www.linkedin.com/in/santosh-jahagirdar-6423b916/" rel="nofollow" target="_blank">Santosh Jahagirdar</a> asks “In a CRM rollout that also includes channel partners – what are some of the best practices, gotchas around adoption &amp; on-boarding of such indirect employees?”</li><li><a href="https://www.linkedin.com/in/scottmillwood/" rel="nofollow" target="_blank">Scott Millwood</a> asks – “What is broken with CRM? There are still many, many more users that dislike using their corporate-mandated CRM than users that say they LOVE CRM and can't live without it. “Adoption” is fuzzy. Usage can be measured. What is the best usage metric that indicates true adoption, i.e. routine usage? What is the ONE thing that should be addressed with the product that could make it a LOVE to use vs a FORCED to use the product? </li><li><a href="https://www.linkedin.com/in/janet-robb-59171422/" rel="nofollow" target="_blank">Janet Robb</a> asks – Why is it important to have a user adoption expert as part of an enterprise CRM project?</li><li><a href="https://www.linkedin.com/in/neilparkhurst/" rel="nofollow" target="_blank">Neil Parkhurst</a> asks – “You are trying to implement Dynamics 365 into a team of field sales guys. They see little benefit in the data they need to collect as it is “just” for the managers. So, they see CRM as purely an admin overhead they don’t want. What are the top product features you’d train to help change this opinion?”</li><li><a href="https://www.linkedin.com/in/neilbenson/" rel="nofollow" target="_blank">Neil Benson</a> asks – For teams using an agile framework or a slick DevOps process, we have the ability to release an update to production every week or even every day. How do we help users embrace daily changes to their Dynamics 365 apps?</li><li><a href="https://www.linkedin.com/in/shawntabor/" rel="nofollow" target="_blank">Shawn Tabor</a> asks – What’s better for user adoption overall…implementing a known legacy process or providing effective organizational change management to introduce a new paradigm?</li><li><a href="https://www.linkedin.com/in/rickchamberlain/" rel="nofollow" target="_blank">Rick Chamberlain</a> – CRM has many audiences it needs to serve. My experience has shown that marketing and sales are rarely in alignment until you ask them about the administration department. In that case, both will agree that they are “sales prevention. How do you present the value proposition to each audience so they not only use the system but also play nice in the sandbox with the others?</li><li>Questions from <a href="https://www.linkedin.com/in/andre-margono-48045019/" rel="nofollow" target="_blank">Andre Margono</a><ol><li>How do you manage resistance are th</li></ol></li></ul><a href="https://www.agilexrm.com" rel="nofollow" target="_blank">AgileXRM</a> AgileXRm - The integrated BPM for Microsoft Power Platform<a href="https://www.buymeacoffee.com/nz365guy" rel="payment nofollow" target="_blank">Support the show</a>If you want to get in touch with me, you can message me here on <a href="https://www.linkedin.com/in/nz365guy" rel="nofollow" target="_blank">Linkedin</a>. Thanks for listening 🚀 - Mark Smith

Dynamics 365 Adoption with Gretchen Opferkew

Episode 49: Markus Erlandsson talks to Gretchen Opferkew from PowerObjects HCL about how to get your user adoption going. Bio: Gretchen Opferkew is the Director of Education at PowerObjects HCL where she oversees both internal employee development, as well as customer trainings and community involvement.  Having worked with Microsoft Dynamics CRM since 2006, Gretchen has over 200 implementations under her belt.  She has been awarded Microsoft Dynamics CRM MVP the last 4 years and has been named one of CRM User Group’s All-stars. Her passion is speaking to groups about CRM best practices, architecture and design, marketing, training, and user adoption. https://media.blubrry.com/crmrocks/b/content.blubrry.com/crmrocks/crmrocks-com-Episode-49-Get-User-Adoption-Going-with-Gretchen-Opferkew.mp3 Links: CRM UG EMEA Summit, PowerObjects EducationThe post Get User Adoption Going with Gretchen Opferkew first appeared on CRM Rocks.

<a href="https://crmrocks.com/wp-content/uploads/2014/10/gretchen-opferkew.jpg" rel="nofollow" target="_blank"></a>Episode 49: Markus Erlandsson talks to Gretchen Opferkew from PowerObjects HCL about how to get your user adoption going. Bio: Gretchen Opferkew is the Director of Education at PowerObjects HCL where she oversees both internal employee development, as well as customer trainings and community involvement.  Having worked with Microsoft Dynamics CRM since 2006, Gretchen has over 200 implementations under her belt.  She has been awarded Microsoft Dynamics CRM MVP the last 4 years and has been named one of CRM User Group’s All-stars. Her passion is speaking to groups about CRM best practices, architecture and design, marketing, training, and user adoption. <a href="https://media.blubrry.com/crmrocks/b/content.blubrry.com/crmrocks/crmrocks-com-Episode-49-Get-User-Adoption-Going-with-Gretchen-Opferkew.mp3" rel="nofollow" target="_blank">https://media.blubrry.com/crmrocks/b/content.blubrry.com/crmrocks/crmrocks-com-Episode-49-Get-User-Adoption-Going-with-Gretchen-Opferkew.mp3</a> Links: <a href="http://www.summitemea.com" rel="nofollow" target="_blank">CRM UG EMEA Summit</a>, <a href="http://www.powerobjects.com/microsoft-dynamics-crm-education/" rel="nofollow" target="_blank">PowerObjects Education</a>The post <a href="https://crmrocks.com/2017/01/25/get-user-adoption-going-with-gretchen-opferkew/" rel="nofollow" target="_blank">Get User Adoption Going with Gretchen Opferkew</a> first appeared on <a href="https://crmrocks.com" rel="nofollow" target="_blank">CRM Rocks</a>.

Get User Adoption Going with Gretchen Opferkew

Alex Fagundes

Episode 42 where Markus Erlandsson talks to Gretchen Opferkew and Alex Fagundes from powerobjects about what’s new in Dynamics CRM 2016 and Update 1. Gretchen talks about learning paths and how you can learn faster. Alex talks about mobile client and sorts outs options for going offline and working with activities. Discussion continues with folder level tracking, Organization Insights dashboard and Power BI. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-42-CRM-2016-update-with-Gretchen-and-Alex.mp3 Links: Organization Insights dashboard, Powerobjects Videos (POTV), Powerobjects on linkedin, TwitterThe post What’s new in Dynamics CRM 2016 and Update 1 with Gretchen Opferkew and Alex Fagundes first appeared on CRM Rocks.

<a href="https://crmrocks.com/wp-content/uploads/2016/06/Alex-Fagundes-Web.png" rel="nofollow" target="_blank"></a><a href="https://crmrocks.com/wp-content/uploads/2014/10/gretchen-opferkew.jpg" rel="nofollow" target="_blank"></a>Episode 42 where Markus Erlandsson talks to Gretchen Opferkew and Alex Fagundes from powerobjects about what’s new in Dynamics CRM 2016 and Update 1. Gretchen talks about learning paths and how you can learn faster. Alex talks about mobile client and sorts outs options for going offline and working with activities. Discussion continues with folder level tracking, Organization Insights dashboard and Power BI. <a href="https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-42-CRM-2016-update-with-Gretchen-and-Alex.mp3" rel="nofollow" target="_blank">https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-42-CRM-2016-update-with-Gretchen-and-Alex.mp3</a> Links: <a href="https://technet.microsoft.com/library/mt703628.aspx" rel="nofollow" target="_blank">Organization Insights dashboard</a>, <a href="http://www.powerobjects.com/videos/" rel="nofollow" target="_blank">Powerobjects Videos (POTV)</a>, <a href="https://www.linkedin.com/company/powerobjects" rel="nofollow" target="_blank">Powerobjects on linkedin</a>, <a href="https://twitter.com/joecrm" rel="nofollow" target="_blank">Twitter</a>The post <a href="https://crmrocks.com/2016/06/27/whats-new-in-dynamics-crm-2016-and-update-1-with-gretchen-opferkew-and-alex-fagundes/" rel="nofollow" target="_blank">What’s new in Dynamics CRM 2016 and Update 1 with Gretchen Opferkew and Alex Fagundes</a> first appeared on <a href="https://crmrocks.com" rel="nofollow" target="_blank">CRM Rocks</a>.

What’s new in Dynamics CRM 2016 and Update 1 with Gretchen Opferkew and Alex Fagundes