In my last blog, I discussed the concept of XRM (Xtended Relationship Management), which is building unique business applications by leveraging the extensibility of
But what if you need traditional CRM Sales, Marketing, or customer service functionality but you need it tailored to your industry or business? Or what if you need traditional CRM process integrated in to specialized operational processes? XRM can help here too.
In many cases, XRM can mean adapting standard functionality to fit specific requirements for sales, marketing, and customer service. Whether it is industry or organizational requirements that need to be met, the point and click extensibility tools in
We recently completed a
The solution uses out of the box sales functionality that has been adapted to meet the specific requirements of the company and the emergency equipment industry. This includes functionality to track required information about each vehicle and vehicle option being proposed to the customer. When the customer approves the quote, a work order is automatically created and workflow kicked off to automate and manage the consistent and successful delivery of the vehicles. The result is both higher sales and higher customer satisfaction.
In conclusion, XRM is often thought of in terms of quickly deploying unique business applications by leveraging the extensibility of Dynamics CRM. We have learned that XRM can also mean tailoring traditional CRM functionality to meet specific industry or organizational requirements, as well as extending CRM into integrated operational functionality. To learn more about
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