User adoption almost always tops the list in polls that look to determine what the barriers to a successful CRM implementation may be. Here at Redtail we understand the complexity of this challenge. The article linked below is meant to explain 1) what we do as a company in an attempt to help offices overcome this barrier and 2) what you can do to map a course to ensure a successful adoption within your office.
This article first appeared in the August 2013 Technology Tools for Today newsletter, a publication you should certainly check out if you are interested in staying abreast of current and emerging technologies in the financial services sector. You can also check out a short (1 minute) video introduction of the article here on T3's blog.