A Preferred app on Microsoft AppSource – User Adoption Monitor – will help you to track, monitor and review user adoption of Dynamics 365 CRM. This in turn will help you to appraise the performance of your team on daily, weekly and monthly basis
But this not all that User Adoption Monitor has to offer.
So, without wasting time let’s find out what more can be achieved with this wonderful monitoring app.
Monitor your team’s activities effortlessly
Apart from common actions in Dynamics 365 CRM, User Adoption Monitor will help you to track the log-in and log-out actions of your team members and also track the records that each one of your team has worked on. As a manager, this will help you to take proactive measures if any member of your team is lagging behind or facing difficulties while adapting to Dynamics 365 CRM.
Set Goals for your team
With the ‘Target Tracking’ feature of User Adoption Monitor, you can allot sales goals or targets to your team members and keep regular track of it in Dynamics 365 CRM. These targets can be set in both count & value. This will help you to easily asses the performance of each team member on a regular basis.
Maintain Data Quality
It is quite difficult to ensure that you have complete details of your customer in your CRM. But with ‘Datacompleteness’ feature, you can ensure that the data compiled by your team members is complete. You can easily choose which of the fields from the records of selected entity need to be filled in to make sure that the record is complete. And in case if any of these defined fields are left blank, then the completeness of the record would be reflected as ‘Incomplete’ until all the specified fields have been duly filled. This will easily ensure that all the necessary information about the customer is available within CRM.
With User Adoption Monitor dashboards, you can view the activity breakup and individual performance of each of your team members. This is quite handy and less time consuming as you can easily analyze your team’s performance with just one glance at the dashboard.
Quite useful, isn’t it?
So, it can be rightly said that there is more to User Adoption Monitor than meets the eye.
It is a quite formidable monitoring app to track user actions and improve user adoption of Dynamics 365 CRM.
And share with us your opinions at firstname.lastname@example.org or you can simply book a personal demo.
Until then – Keep monitoring and stay healthy!