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Adopt2Win will help you achieve success with your CRM implementation.

On this site you will find information and tools developed to guide you to success with your team's adoption of CRM. By engaging with us on your CRM journey, you’ll have access to resources as you determine the best way to utilize CRM, introduce CRM to your organization and continue leveraging CRM for maximum benefit. If you are already a subscriber, you can log in above and check the latest information. If you would like to subscribe, please click the Get Started button to begin.

 

 


Resources

Premium

Apps
Quickstart Configuration
One Click Quote
Skype integration
Replicator Express
Mobile Express
UA Dashboard
Follow up Activity
Training PPTs
Mobile Express
General training

*Premium content available to subscribers

Solutions

Adopt2Win Subscriber Special
InsideView discount
ClickDimensions Free Survey Functionality
Experlogix discount
Office365 discount migration

*Premium content available to subscribers

What is Adopt2Win?

Adopt2Win is a 12 month program that provides support and resources to help you roll out CRM to your team. The program is designed to help you achieve successful user adoption with CRM. This program has been developed based on helping hundreds of companies deploy and use CRM. We are confident that if you participate and take advantage of the resources we provide, you will be successful with CRM!

Schedule

Advanced Learning Lab Sessions
Lab Instructor Date
Creating Custom Record Types Patrick 1/31/2012
Charts and Dashboards Patrick 2/7/2012
Date Based Workflow Patrick 2/14/2012
Email Templates Patrick 2/21/2012
Campaign Management Patrick 2/28/2012
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