Implementing Microsoft Dynamics CRM: Choose or Lose

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As one of the largest Microsoft Dynamics partners in the mid-Atlantic, BroadPoint understands the importance of proper system design and deployment. Through our hundreds of implementations, we have seen (and experienced) many different processes, from the initial design all the way through going live. However, choosing the right process for your particular organization makes all the difference.


Step 1: Design

First, organizations should work with their partner to properly align the system to meet your organization’s specific needs. For CRM or membership management systems, organizations often have widely varying processes to support, and design should focus more about understanding future use and less about options the client may be considering.


Step 2:  Development

Unlike accounting systems, customer relationship management systems such as Microsoft Dynamics CRM are much more nimble. Dynamics CRM allows your implementation partner to work quickly with your project team to better understand processes and requirements that may not yet be fully baked.


Step 3:  Time to Go Live

The go-live phase is much different for a CRM system than it is for an accounting/ERP system. Unlike accounting systems, CRM systems are often used by several different departments. In addition, CRM systems often require mobile access and are used by employees at every level of the organization. All of these factors need to be considered when planning the go-live date and your partner should keep you well informed throughout all phases of an implementation.


For more information, BroadPoint has a number of CRM-focused white papers available for download on our web site. Contact Andy Gordon, BroadPoint’s VP of Sales at 301-634-2404 ( to find out how BroadPoint Technologies, LLC, the premier Dynamics CRM reseller in Virginia, can help your organization efficiently evaluate and implement Dynamics CRM.





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