Customize CRM for YOUR Needs

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CRM, Customer Relationship Management.  It certainly is a buzz phrase and now much more of a necessity than an optional management technique.  So how can you stand out with CRM if everyone has it?  Simple state, make CRM, Your CRM.

As a Microsoft Dynamics CRM Certified Gold Partner we have helped hundreds of customers successfully implement CRM and we have worked with many customers looking to utilize CRM to fit their unique needs.  Here are a few examples of their creativity: 

  • Imagine that you own several gas stations or C-stores.  How would you manage them effectively?  With Microsoft Dynamics CRM 2011, this customer found the possibilities to be endless.  Capture a picture of each of your gas stations with its physical address and employee information, to keep in CRM.  Record all federal audit information.  Even capturing when the employees clean the restrooms and mop the floors is stored.  This is not your typical Customer Relationship, but this can certainly be captured with the right Dynamics CRM customizations.


  • Suppose you work for a college or university.  Further suppose that the dean of the campus has tasked you with offering class courses that are specifically offered to local businesses and their employees.  How will you begin the prospecting process?  How will you see the effectiveness of your efforts?  Now assume you are successful and now you need to plan for instructors, courses to be offered, attendees, evaluations, etc.  How will you know what courses are most beneficial and what instructors are delivering the best classes?  The answer is a very simple one, Microsoft Dynamics CRM 2011.  All of this and more can be accomplished with Dynamics CRM with some configuration.


  • Trust in your gut instincts.  This customer knew he was losing business and suspected the few competitors to whom he was losing business.  However, he lacked the system of information to report his instincts as facts.  After implementation of Dynamics CRM, he required that his sales people capture all of the different relationship types they interacted with, especially his competitor information.  When an opportunity was lost, the sales staff needed to capture why the sale was lost.  One of the options was “Lost to the Competition”.  After a few months he was able to run a report to prove his theory.  He also uncovered the reason behind these losses and was able to rectify the situation quickly, which started the company “Winning” more deals.  The competition IS a relationship and a very important one to capture and understand for the future growth of your company.  Thanks Dynamics CRM.


Microsoft Dynamics CRM 2011 is not just a Customer Relationship Management solution.  It is your solution to manage your relationships, regardless of the type of relationship it may be.  For additional examples of creative ways to implement Microsoft Dynamics CRM 2011, download the 24 Wildly Creative Ways Companies Use Microsoft Dynamics CRM to Drive Revenue and Service Customers white paper.

By Ledgeview Partners – Wisconsin based Microsoft Dynamics CRM Partner serving the Midwest and Heartland regions


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