The Success Wheel: Tech Engagement and Adoption
This pop-up podcast series is hosted by Mollie Smith, Director of Client Success at Ackert Inc. Mollie has been in the tech industry for nearly ten years helping clients and users from various industries streamline the onboarding, adoption, and engagement of new software initiatives. In this podcast series, Mollie will be walking you through our 5-step tried and true method I’ve developed to achieve engagement and adoption of PipelinePlus: The Success Wheel. Our Success Wheel isn’t just for PipelinePlus. This framework can be used to help you deepen and expand engagement and adoption of just about new tech initiatives at your firm. We believe that successful adoption requires 5 steps, which we’ll be breaking down in each episode of this series:
Step 1) Defining success and processes
Step 2) Leveraging leadership
Step 3) Following and following through
Step 4) User segmentation
Step 5) Reporting results
Expert Insights and Practical Tips from Industry All-Stars
The Market Leaders Podcast is an award-winning interview series by David Ackert, President of Ackert Inc. David interviews industry thought leaders – both rising stars and accomplished veterans. Their lessons from the trenches provide an expert perspective that you can use to improve your department, support your professional services firm, and reach your career goals.
Founded in 2017, the podcast is a two-time winner of JD Supra’s Readers Choice Award. David Ackert has interviewed dozens of industry all-stars. Listen to the podcast to learn:
- How leading marketers achieved success in their careers.
- Tried-and-true methods for leading an effective marketing and business development department
- Insights on how to set your firm apart from the rest in an increasingly crowded market.
- Innovative methodologies and case studies directly from their perspective.