And that’s just with the ‘standard’ CRM functionality. With the flexibility of Microsoft Dynamics CRM and its ‘xRM’ (anything relationship management) capabilities, Microsoft Dynamics CRM can be customised to suit highly complex business processes. In fact, the right
Successful deployment of Microsoft Dynamics CRM will have a positive impact throughout your business. So, you need to get it right. Like any project, a bit of ground work right at the very beginning will help smooth the implementation process and save work later on.
Here are the first five of ten tips to help you right at the very beginning of your Microsoft Dynamics CRM project. These tips will help you ensure that the software gets deployed efficiently and effectively, and that it starts working for your business as soon as possible.
Tip 1 - Decide what you want Microsoft Dynamics CRM to do
It may seem obvious – you want
Right at the very start of the project, take some time to document and prioritise the specific problems in each area of your business which you are looking to address through implementing Microsoft Dynamics CRM. For example, you may want your customer service department to solve issues more quickly, or to improve the way you manage customer communications, or for your sales department to increase the accuracy of their forecasting. Talk to the people who will be using Microsoft Dynamics CRM. How many users are there? What problems or issues do they have that they think the system should address?
Tip 2 - Get user buy in: things are gonna change!
It’s really important that people are aware of, and fully understand,
Getting user buy-in and
Tip 3 - Don’t try this alone!
It may have the look and feel of other Microsoft products, but there is one seriously big difference between Microsoft Dynamics CRM and Office products like Word, Outlook, PowerPoint and so on: Microsoft Dynamics CRM is not a product which you can just install and let your users get on with it. It needs implementing, configuring and sometimes customizing by a qualified
Microsoft Dynamics CRM is an outstanding product. But thinking that Microsoft Dynamics CRM is ‘plug and play’ is an extremely dangerous misconception. You will not achieve the CRM functionality you require or deploy the product correctly unless you work with a qualified, experienced business partner who knows what they’re doing.
Tip 4 - Choose the right business partner
Just like choosing a new employee, agency or any other business relationship, it’s important that you carefully consider which Microsoft Dynamics CRM business partner you’re going to work with. Make sure they understand your business, your needs, the issues you have, and that they ask the right questions.
Just like employing anyone, when choosing a business partner check their references, technical accreditations and ask for
A good business partner will use a defined CRM project methodology, certainly for larger projects. Your Microsoft Dynamics CRM implementation is far more likely to succeed quickly if your provider offers a range of services such as business process analysis, project management, and different levels of training - not just software supply and installation.
Tip 5 - Appoint a project manager
Whatever the size of your Microsoft Dynamics CRM project, it’s worth appointing a project manager. If it’s a large project and you’ve chosen a
Part 2 of this article, with five more tips will be published in the next couple of weeks. If you need any further help in the meantime, don’t hesitate to
By Concentrix Ltd –