Successful Cloud CRM Deployments Start with Predictable Implementation Plans

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According to a Nucleus Research study, 52% of organizations that have implemented a cloud CRM solution in the last 6 months are looking to switch to a different solution.  Is this because the cloud CRM system itself failed to deliver on what was promised?  Probably not.

It is more likely that these organizations had a failed implementation of their cloud CRM system.

With the ease of signing up for and trying CRM solutions online, it is a cinch to get access to an industry leading system.  But just because you’ve done your research and learned what a system is capable of and you’ve tried out different features with a free trial, does not mean that you are prepared to start rolling it out to all of your users and managing your processes with it.

There is a reason that leading cloud CRM solutions, like Microsoft Dynamics CRM Online, are still delivered through Partners.  Even online deployments require some level of implementation and training to get the solution operating the way your organization needs it to and to get your people on-board using the system.

These implementation services do add an up-front cost to what would otherwise be a purely monthly subscription based solution.  However, this additional cost does not negate the benefits of predictable pricing that cloud CRM offers.  Many partners offer implementation services packages so that you can pick the services that your unique organization needs and still know exactly what you are going to be paying for.

For example, Socius Cloud Services offers three Rapid Implementation Offerings for our Microsoft Dynamics CRM Online solution that allow you to select the services that your organization needs:

  • Quick Start is a package for companies that want to get up and running today with only online training and no additional changes. Straight out of the box and it’s FREE!!
  • Foundation is for companies who are looking to get Microsoft Dynamics CRM Online up and running with a little bit of one-on-one training and a few basic customizations to your environment to get the ball rolling. This package offers everything that the “Quick Start” package does with just a little bit more to help you get comfortable.
  • Essentials offers everything that the “Foundation” does plus a little more! It provides more custom views and form modifications to fit your needs. Not to mention it gives you training on the Microsoft Dynamics CRM Outlook client! The package will not only get you up and running quickly but it will provide you some insight on how to get connected to CRM through your most frequently visited application – Outlook – so you do not have to open a separate window for the CRM application.

Visit our Cloud Services site to learn more about these Rapid Implementation Packages and get pricing for your CRM Online implementation services.

By leveraging packaged implementation services, you can be sure that you are setting up your cloud CRM deployment for success without breaking the bank on unexpected costs.

By Socius, a cloud CRM partner in Ohio, Kansas City, and California

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