Related post: Leadership At Work, Elevating Customer Value Saves Huntington Bank

Excellent leadership, speed, focus, growth and the adoption of cloud CRM technology were the cornerstones of Huntington Bank’s successful transformation story. Did the buck stop at the end of the development and implementation? If your answer is 'yes,' you may want to continue reading. Huntington Bank needed its 11,000+ employees to get excited about its new MAX (the project name for their Salesforce CRM instance) right away to drive transformative change at a critical growth period.

To ensure a speedy and quick onboarding, we set the tone for progress through our video series. We kept employees updated about the major states of MAX implementation, and created a community for all employees, dubbed “Hbook.”

- Zahid Afzal, CIO, Huntington Bank

Lessons Learned:

Communication                                                                             

1. Maintain a dedicated resource for communication and adoption strategies.
2. Use multiple channels to deliver company-wide messaging and targeted communications.
3. Utilize champions and ambassadors.
4. Reward colleagues for engagement and activity.                                                                                 

Training

1. Ensure all segment Champions are engaged in training sessions.
2. Host a post training hotline for questions.
3. Provide regular feedback.
4. Offer alternative training.

Read the full case study and the 2010 Dreamforce Adoption and Training presentation. Randy Rodriguez, Managing Director at Bluewolf, shares more detail with 1to1 Media on our role during client engagements.

Hope this was helpful. Questions? Ask me @mavindigital.