Why do a Managed Service Plan? System Utilization

p2automation

8 Mar 202302:24

Summary

TLDRSteve Pestillo from P2 Automation discusses the benefits of a Managed Service Plan for CRM systems, highlighting the use of User Adoption Monitor by Inogic to track system activities, generate Power BI reports, and enhance user adoption. This tool helps monitor account creations, updates, and deletions, providing insights into system utilization and enabling targeted support.

Takeaways

🤖 Managed Service Plans are beneficial for CRM systems, focusing on 'System Utilization'.
🔍 User Adoption Monitor by Inogic is used to track creates, updates, and deletes in the CRM system.
📊 The data captured is used for reporting, providing insights into system usage.
🗓️ Power BI reports can show how the system was used in a specific month, like January.
👤 Drilling down in reports allows you to see individual user activities, such as appointment tracking.
📞 Phone call tracking is also included, showing detailed user interactions.
🎥 Learning Center usage is monitored, helping to improve user adoption by identifying training needs.
📚 Viewing video trainings is tracked, allowing managers to see which resources are being utilized.
🔄 Status changes in opportunities, like from New to Won, are tracked as a custom feature.
📈 These detailed trackings help in understanding user behavior and improving CRM system utilization.
💬 For more information or questions about Microsoft Dynamics 365, contact P2 Automation.

Q & A

What is the primary reason for signing up with a Managed Service Plan for a CRM system according to Steve Pestillo?
-The primary reason is 'System Utilization', which involves tracking and analyzing how the CRM system is being used.
Which product does P2 Automation use to track system utilization?
-P2 Automation uses a product called User Adoption Monitor from Inogic.
What actions does the User Adoption Monitor track in the CRM system?
-The User Adoption Monitor tracks creates, updates, and deletes in the system.
How is the data captured by User Adoption Monitor different from the audit trail?
-While the audit trail also tracks these actions, User Adoption Monitor captures this data in a table specifically for reporting purposes.
What kind of reports can be generated using the tracked data?
-Power BI reports can be generated, showing how the system was used in a given time period, down to the actions of specific users.
How can the Power BI reports help in understanding system usage?
-The reports allow users to see detailed usage patterns, such as which features were used, how often, and by whom.
What specific actions can be drilled down into on the Power BI reports?
-Users can drill down into specific actions like account creation, updates, deletions, appointment tracking, Opportunities, and phone calls.
How does tracking Learning Center usage help with user adoption?
-By tracking which videos are watched, P2 Automation can identify areas where users might need additional training or support.
What is the significance of tracking status changes in opportunities?
-Tracking status changes from New to Quoting to Quoted to Won to Lost provides insights into the sales process and can help identify bottlenecks or areas for improvement.
How can users access more information about P2 Automation's Managed Service Plans?
-Users can reach out to P2 Automation through their website, www.p2automation.com.
What is the purpose of tracking and reporting on system utilization in a CRM system?
-The purpose is to optimize system usage, improve user adoption, and provide actionable insights for better decision-making and process improvement.