Actions

• Data Import process review
• App selector overview
• "How To" guides created
• Targetted dashboards created
• Email queue set up for automated emails
• Automated alerts for new Leads and Won Opportunities

Feedback

• Users much more comfortable with records and process
• Outlook app adoption not great due to speed and interface
• Email & Appointment tracking liked
• Automated notifcations will save a lot of time and improve efficiency
• Dashboards to be used in monthly board meeting for interactive analysis

User Process

• Record searching adopted very well
• Activity tracking & management positive
• Custom views helpful for customer prioritisation
• Training guides frequently used to reinforce training
• End of quarter top up training session requested
• Super user escalation process established

Outputs

• Overall - platform adoption very good
• Pros
• Searching
• One source of truth
• Activity tracking
• Dashboards
• Automated alerts
• SU Team set up
• Cons
• Outlook App
• App selector
• User confidence
• Interface (some people just dont like Microsoft!)
• 1 & 3 Month review booked
• 7 day go live support requested

Llansamlet,

Swansea,

United Kingdom

07490505455

Info@ClearAim.co.uk