Agile Thoughts for the Dynamic CRM Implementation

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Working for a business that implements a brisk volume of accounting and CRM systems, it’s clear that there are significant differences in how these systems are developed and rolled out. These differences are seen throughout the entire implementation process from design and development to go-live. Understanding how they differ may provide insight on the best approach for your own implementation.

Design Comes First
The design phase of a project involves determining the best way to use the application to meet your company’s needs. With accounting systems, federal regulations often dictate the structure and end result. The process variations between companies usually require making a choice between several configuration options. On the other hand, the processes companies support with CRM vary widely and the decisions are less about options and more about envisioning the future.

Development Phase
During the development phase, accounting systems generally follow a more traditional waterfall development model, where the system is more or less constructed and tested as a whole system. Microsoft Dynamic CRM lends itself to the Agile software development model. Dynamics CRM allows for quick, iterative development working in conjunction with your company’s project team to help visualize processes that may be ‘under construction’.

Going Live
The largest discrepancy between implementations comes during the Go-Live phase. Accounting systems are usually implemented for a smaller group of users, performing similar functions and interact with management for reporting purposes. In contrast, CRM systems may span multiple functional departments, be accessed worldwide and used by almost every person at the company, including management. The CRM system may need to be accessed in multiple languages and by multiple methods including mobile devices and over the Internet.

A CRM implementation will have many more ‘people’ variables to deal with. Change management will play an important part in user adoption, much more so than with an accounting implementation. Keeping these things in mind, as well as the other differences mentioned may help you with planning your implementation.

Contact Steve Kane at 301-634-2404 ( to find out how BroadPoint Technologies, the premier Dynamics CRM reseller in Virginia, can help your organization efficiently evaluate and implement Dynamics CRM.

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