We make complex problems simple through our tried-and-true methodology. #secretsauce #dynamics365 #commitmentladder #results
I’m heading to San Miguel de Allende, Mexico, with Jimmy, where a client is about to (re)launch their CRM journey. Every day, twice a day, we’ll be training teams from sales, customer service, finance, and quality. They’re all eager to learn how to leverage Dynamics 365 to master information about their customers. This trip isn’t just about conducting training sessions. It's part of a larger journey we’re on with our client's CRM users, one that began long before this and will continue well beyond. At DKomplex, our approach revolves around three main phases: introduction, implementation, and adoption. The introduction phase kicked off with a thorough assessment, where we dive deep into understanding the client’s needs. This phase is about ensuring we help answer five key questions that are ALWAYS on top of people's mind during change: 1. What is the business trying to do? 2. What is my part? 3. How will the business help me do my part? 4. What's in it for me? Ultimately, these individual, non-attributable interviews ensure people get their voices heard by the business. Together, we create a joint action plan, began initial integration, and conduct an evaluation. This 4-step framework is our tried-and-true method for bringing people up the commitment ladder over time. Here’s where the magic happens: how we guide people through these phases is what sets us apart. We start with building initial awareness. Then, we foster understanding, patiently working through questions and hands-on experiences until users begin to accept new ways of working. But it doesn’t end there. Even after the training sessions are over, and users have had time to practice and gain experience, we see the final, most rewarding phase – commitment. This is when they truly embrace the tool, bending it to their will, benefitting their customers, delighting their managers, and fulfilling their own drive to be useful and solve problems. At DKomplex, it’s not about the technology, it’s the people. People are at the heart of everything we do, and this trip to Mexico is just one more chapter in my ongoing story of helping people succeed.