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Forrester Research Validates My Writing

Here is Forrester Research on user how to get more value from your CRM implementation:

“The biggest culprit in keeping organizations from fully taking advantage of their CRM implementations is user adoption — a longtime scourge of successful CRM projects.”

Here I am on user adoption:

“While there are many factors that affect long-term success of an AMS, one underlying factor is user adoption. User adoption reflects how well (or not) the staff takes to using the new database.”

Here is Forrester on training:

“‘User training — that typically is given short shrift,’ Band said.”

Here I am on training:

“Training may well be the most important staff-related expense. Let’s face it, when it’s time to trim the budget—any budget—training is one of the first items to go. This is ironic because training is key to the long-term success of any implementation—yet most associations give training very short shrift.” [Editor’s note: I wrote this over a year ago.]

It’s nice to see Forrester finally catching up with my analyses. 🙂

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“Wes was able to come in and offer tangible, relevant advice that made us more productive immediately. I value his understanding of databases but more so, his understanding of how nonprofits work. There was no lost time educating him about how membership organizations are “different.” Wes recommended changes in processes as well as tips and tricks that were easy to implement made an immediate positive impact.”

Mary Pat Paris, Executive Director
International Registration Plan

“We came to Wes because we were very frustrated with our existing AMS and we wanted to improve our capabilities as soon as practicable. Wes very quickly helped us through a process of identifying our needs, identifying potential vendors, and selecting a new system that we’ll be able to move into very quickly. I especially appreciated Wes’s candor about our processes as well as the systems we were looking at. He was a great resource to have in a period of high anxiety for our organization. I would highly recommend Wes for any similar project.”

Jack Chiasson, CMP Executive Director
National Association of Life Brokerage Agencies

“Wes was able to come in and offer tangible, relevant advice that made us more productive immediately. I value his understanding of databases but more so, his understanding of how nonprofits work. There was no lost time educating him about how membership organizations are “different.” Wes recommended changes in processes as well as tips and tricks that were easy to implement made an immediate positive impact.”

Mary Pat Paris, Executive Director
International Registration Plan

Mary Pat Paris
International Registration Plan

“This is the second database implementation we’ve done since I have been at Western Arts Alliance (WAA). The first I did on my own. This time we engaged Wes Trochlil as our database planning consultant. Let me tell you, this process is a whole lot easier having Wes on your team! For a small association like WAA, it’s tempting for board and EDs to question the justification and expense of a database planning consultant. But it’s the small associations that need Effective Database Management the most. Wes strengthened our planning process, clarified our needs requirements, helped us steer around solutions that couldn’t meet our objectives, and saved us money in the long haul.”

Tim Wilson, Executive Director
Western Arts Alliance

Tim Wilson
Western Arts Alliance
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