Microsoft Dynamics CRM will deliver benefits in both the short and the long term, so choosing the right business partner is not just about making sure the deployment proces iss as smooth as possible, it’s also the first step in setting up a productive working relationship that will last well into the future. And you need to get it right. Having to change business partners once your
So, first you need to make some basic checks on the business partner. These typically include looking at their credit rating, length of time in business, how many staff they have, technical qualifications, accreditations, making sure you’ve followed up references and run their terms and conditions past your legal or financial department. Once you’ve done these, here are a few more things you can do to help you choose the right Microsoft Dynamics CRM business partner:
Do they really understand your business?
CRM and xRM, are all about improving business processes. A business partner will not be able to do this fully unless they really understand your organisation. So a good CRM business partner will ask insightful, sensible and sometimes difficult questions about your business, your processes and what you’re trying to achieve. They will also be able to clearly relate this back to you to demonstrate their understanding.
Technical skills are of course important, but just as, if not more important, are
Are they good communicators?
Good communication, both written and verbal, is one of the key factors in ensuring the success of your CRM project. So make sure the business partner you choose is good at communicating with you and your staff. They need to keep in touch frequently and regularly, formally and informally, and be good at explaining concepts, what they are doing, what they’ve done and why.
Do they work to a formal methodology?
Working to a project methodology makes the Microsoft Dynamics
Good CRM business partners will use a defined, detailed CRM project methodology and will be able to show you how they’ll apply this to your deployment.
Do they have knowledge of your business sector
Working with a business partner that has a solid, proven knowledge of your sector, or similar sectors, is more likely to get you a well deployed, rapidly implemented Microsoft Dynamics CRM solution that meets your business requirements. As well as asking for references, it’s also worth asking your business partner for
As well as CRM case studies, experience and references, don’t forget accreditations. For example if you’re an educational establishment, it’s obviously best to work with a
Do they have enough resources and flexibility?
The right business partner for your Microsoft Dynamics CRM project will not only need to have adequate resources dedicated to your project during implementation, but also be able to respond to your needs in the future. Whether you’ve chosen
What support options do they provide?
Once the product has been deployed, a good business partner should offer a variety of
If you need telephone support, you need to make sure they’re available the hours as your business needs them to be (it may seem obvious but this point is sometimes overlooked). Also check the support structure, the number of dedicated support staff they have, types of support available (e.g. telephone,
Microsoft Dynamics CRM is a great piece of software, built from the ground up to provide flexibility and a rich set of functionality for Sales, Marketing, Customer Service, Resource Scheduling and much more. But to get the best from it, make sure you choose the right business partner to get it working for you and your business – now and in the future.
By Concentrix Ltd: a