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Adoption
Adoption
GROW Adoption Framework Reinforce
Click here to join this group and curate your SugarClub experience.
  • Why Adoption Matters
  • People, Process, & Technology
  • What adoption stage are you in?
  • -GROW Adoption Framework
    • Get Started
    • Reinforce
    • Optimize
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  • CRM Adoption Roadshow Resources

Reinforce

Adoption isn’t a one and done initiative, it takes reinforcement. All members of your team need to embody the new way of doing things to truly find success.

  • You’ve launched your new technology & processes, but now the real work begins – reinforcing the new way of doing things. Just like in a garden, you’ve got to perform some maintenance to keep things looking great.
  • By nature, people are resistant to change, so it’s critical that you understand who needs extra help and how you can highlight the benefits for your laggards & naysayers.
  • Your Champions and Managerial teams are critical at this stage in your journey, so don’t forget to leverage them for help.

Download out GROW Reinforce Workbook for plans and worksheets that will take your adoption efforts to the next level. We've included additional resources and recommended learning plans below to help you reach your adoption goals. 

GROW Reinforce Workbook


Bring your Business Cases to Life

  • We’ve talked about people, process, and technology and the importance of balancing all three. 
  • To help reinforce the outcomes you are working towards, provide users with scenarios that bring to life the changes you are making.
  • Be sure to highlight the benefits to the individual as well as to the organization.
  • Use these scenarios to inform future communications to individual teams or the broader business.

We've included a Business Case Worksheet in our GROW Reinforce Workbook to get you started. Use the worksheet to define your scenarios and incorporate them into your planning efforts. 


Leverage Your Leaders

Leaders come in all shapes and sizes within your organization, and you need all of them to reinforce your message.

Who

What

Executives

Execs are critical champions who reinforce the vision and importance of transformation throughout the business.

Managers

Managers are a key link between executives, project teams, and front-line employees. They communicate important information and have a responsibility to ensure their employees are following new processes and using new systems.

Ambassadors/Champions

Your champions act as evangelists to their individual teams and can provide much needed peer-level support to their colleagues.

Early Adopters/Power Users

These individuals may not have leadership titles, but they certainly have leadership influence. They like using new technology and can influence their peers to get on board with the new program.

Key Role: Managers

When building your adoption plan, don’t underestimate the powerful role of managers in your organization. They are key players responsible for:

  • Bridging the gap between executive leadership & front-line employees
  • Modeling and encouraging desired processes and behaviors
  • Holding team members accountable for their individual contribution to company-wide goals and initiatives – including adopting key technologies and processes

Read our eBook, Managing Through Change: The Key Role Managers Play in User Adoption, to learn more about the key role managers play in successful adoption.


Learn from Colleagues 

  • Peer-to-peer networks are incredibly powerful
  • Learning from colleagues is one of the fastest and most effective ways to learn new systems and processes
  • Encourage Lunch & Learns and peer workshops to drive adoption within individual departments
  • Make the most of peer networks by creating an Ambassador or Champion team to formalize the efforts

Use the Create Your Ambassador Team Worksheet in our GROW Reinforce Workbook to build your team and reinforce peer-to-peer learning. 


Define Key Targets of Success

Establishing benchmarks to measure your success against is important in determining whether the changes you are implementing are working. Now that you are building consistent usage you can determine your current benchmark and work towards improvement. 

Measure

Method

Example

Lead Conversion – increase number of MQLs that convert to SQLs

Sugar Market & Sugar Sell – use manual and predictive lead scoring models to pass more qualified leads to sales

Increase number of MQLs that convert to SQLs by 10%

Opportunity Velocity – decrease amount of time between opportunity creation and close-won

Sugar Sell & Sugar Discover – use proper opportunity stage tracking to determine amount of time per sales stage and implement new process to increase velocity through stages

Decrease time from creation to closure by 7 days

Cost to Serve – increase service agent efficiency

Sugar Serve – reduce time to resolution (TTR) through use of SugarLive

50% of cases resolved on first call/contact

Use the Success Benchmark Worksheet in the in our GROW Reinforce Workbook to determine your success metrics, owners, goals, and actuals. 


Resources & Downloads

Use the additional resources and downloads below to further support your adoption efforts as your work through the GROW Adoption Framework.

Workbook
  • GROW Reinforce Workbook
Additional Resources
  • Optimizing User Adoption Part 4 - Applying Change Management
  • Optimizing User Adoption Part 5 - Measuring, Reporting, Iterating, Adjusting
  • eBook: Managing Through Change: The Key Role Managers Play in User Adoption
  • Sugar Bingo: Make adoption fun for users
  • Blog: Drive CRM User Adoption by Creating Paybacks
  • Blog: 4 Reasons for Low CRM Adoption Rates
  • Blog: How Can Lack of Business Understanding Jeopardize Your CRM and Marketing Automation Implementation?
  • Quick Video Tutorials
  • Data Quality Best Practices
  • CX Assessment
Templates
  • Adoption Planning Workshop Presentation
  • Project Update Communication Examples
  • Change Readiness Assessment Template (Long Form)
  • Change Readiness Assessment Template (Short Form)
  • Sample FAQ's

Learning Plans

Below you'll find links to Learning Plans that contain our recommended courseware for your Sugar solutions at this phase in your adoption journey. Review them yourself or use them to create training plans for your teams to help support your rollout and adoption efforts. 

Market Sell Serve
Register now Register now Register now
Connect Discover
Learn more Learn more


After completing the Reinforce stage or the GROW Adoption Framework, your teams should be exhibiting consistent usage of technology and following clear, repeatable processes. Now it's time to move onto the next stage - Optimize. 

  • GROW
  • Reinforce
  • adoption
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