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Top Ways to Engage Agiloft End Users

By Marianne Chrisos posted 07-14-2023 10:36

  



Engaging end users is crucial for the successful adoption and utilization of Agiloft’s CLM. When end users are fully engaged, they become champions of the software, driving its usage and maximizing its benefits. Here are our top ideas to help you engage Agiloft end users and ensure their active participation in the contract management process.

1. Explain the Why

When it comes to change, users want to know why they’re being asked to learn something new and what the benefit is for them and the organization at large. You can easily share this overview which demos Agiloft’s benefits, features, and functionality.

2. Provide Comprehensive Training
One of the key factors in engaging end users is to provide comprehensive training. Interactive training sessions that cover the software's features, functionalities, and best practices are important. Ensure that users have a clear understanding of how to navigate the software and perform essential tasks, such as creating, editing, and managing contracts. Ongoing training opportunities can also keep users updated on new features and enhancements. You can find our top training resources here:

·       Agiloft tutorials

·        Agiloft University

·        Help wiki

3. Hype Up Functionality
Agiloft is a highly customizable, no-code platform that simplifies the contract management process. Socialize the most important
features so users know how much their new CLM solution can help make their jobs easier. You can also encourage joining webinars that highlight new functionality and guide users through using features effectively.


4. Offer Seamless Integration
Integrating CLM software with other tools and systems that end users already use can significantly boost engagement. Ensure seamless integration with CRM, ERP, and other relevant software to provide a unified experience. This integration eliminates duplicate data entry and streamlines workflows, making it easier for end users to utilize the CLM software as part of their existing processes. The
Agiloft Integration Hub makes it easy to connect your KB to over 200 enterprise integrations using Workato, an integration-enablement platform. The Integration Hub offers a library of pre-built recipes for popular apps, which saves you time and makes the process simpler, quicker, and more intuitive. You can also create your own recipes from scratch on the Recipes tab.

5. Regularly Communicate Updates and Enhancements
Engage end users by keeping them informed about software updates, new features, and enhancements. Agiloft sends regular newsletters, release notes, or notifications highlighting the value and impact of the updates, which can easily be forwarded to users. You can also directly access all release notes
here.  Encourage end users to provide feedback and suggestions on how to further improve the software; they can even add their suggestions directly into our product ideas thread in our customer community. Actively involving end users in the evolution and use of a product fosters a sense of ownership and helps users feel valued.

6. Recognize and Celebrate User Successes
Recognize and celebrate the successes of end users who have achieved notable results using Agiloft. This showcases the positive impact the software has had on their contract management processes and motivates other users to follow suit. Celebrating user successes amplifies engagement and encourages adoption across the organization. You can
share your success stories in our customer community, which can be read by any Agiloft user community members.

7. Share Support Resources

Make sure your end users know where to go with questions, problems, and troubleshooting issues. Whether you have a main admin serve as point person for end users, have users create tickets in the support system, or point them to crowdsource answers in the customer community, users will appreciate having the resources to be able to keep moving forward instead of getting stuck.

Engaging your Agiloft end users is essential to drive successful adoption and maximize your CLM benefits. Using these strategies should lead to increased engagement, improved contract management processes, and ultimately, better outcomes for your organization.

If you've got questions about - or success stories on - engaging your user base, share in our community!

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