Driving user adoption is a vital part of the on-boarding process and your Customer Success Manager can help you every step of the way. It is important, however, to consider your unique work flow, the outputs you require from the platform, and the areas in which you would like to improve.
Mandating Platform Usage
During the admin training phase of the on-boarding process, you can discuss the various ways our clients utilize Midaxo with your Customer Success Manager.
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Consider your team members day-to-day work flow, how platform usage will fit in, and what outputs are most important to your team.
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If disparate communication methods have been a problem for your team in the past, it is recommended that you train team members to make comments under the Activity tab so other users can see any exchanges. If communicating via the Activity tab won’t work for your team, mandate use of the task or project email so email communication can be logged in Midaxo. We recommend adding the task or project email as a contact in your email account and naming the “contact” the project name (code name if necessary) or task name.
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If scheduling and/or communication between departments is of concern, direct your workstream leads to add interdepartmental task dependencies.
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Set a weekly date/time for workstream leads to update status, task durations (if applicable), deal notes/goals and summary.
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The summary field should explain the status bubble and should contain the most up to date information. The text box is limited so you should copy and paste the summary into deal notes and goals with the date, when you update the summary field.
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Decide what will constitute an Issue and define the severity levels. What is a severe issue to one person may not be to another.
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Mandate usage of the Events feature, if applicable, to track calls/meetings/emails/deliverables.
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It’s typically best to keep the first team training session short (30 minutes, plus Q&A) and very targeted