Case Study: Expense Reduction Analysts achieves rapid global Dynamics 365 user adoption with ClickLearn

Achieve rapid user adoption in a complex global CRM implementation

Expense Reduction Analysts (ERA), a global consultancy with more than 700 consultants across 35+ countries, faced the challenge of driving user adoption for a complex Microsoft Dynamics 365 CRM rollout across many sectors, languages, and time zones. To support multilingual, scalable onboarding and in-app help, ERA worked with implementation partner QGate and adopted the ClickLearn e‑learning authoring platform to deliver consistent training and guidance worldwide.

ClickLearn produced automated, multi-format training (narrated videos, PDFs and live assistants) with pre‑loaded translation capabilities, enabling ERA to support training in about 20 languages and across 35 countries with 24/7 guided assistance. The ClickLearn solution accelerated onboarding, ensured immediate updates to help content as the CRM evolved, and materially improved user adoption and scalability for ERA’s global franchise network.

Expense Reduction Analysts

David de la Nougerede

Global Head of IT