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Intellitec Solutions

Microsoft CRM Trials Are Great – But Get It For The Right Reason

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Businesses considering implementing Microsoft CRM are increasingly using 30 day trials of Microsoft CRM as a way of evaluating it as a solution for them. There is a good reason to do this – it is quick and easy to provision, it is free, and it gives you the full functionality right out of the box. But when downloading a trial, make sure you consider these 3 important factors

 

A trial can create more questions than it answers – in a perfect world, all software would be as easy to use as your Smartphone: turn it on, push a few buttons, and it is easy to navigate from there. A Microsoft CRM trial will work that way as well – to a point. You will be able to launch the program, and quickly see how to manage your Sales opportunities, update account and contact information, send e-mails, etc. But the powerful functionality you need to run your business – such as automated workflows, system notifications and report generation – will need to be explained a little bit up front. Without some guidance, you will probably miss seeing in action a lot of the features you will need.

 

You will not have as much time to explore the trial as you think – You have a business to run, so learning all the nuances of Microsoft CRM will probably take a back seat to your day to day tasks. What happens when your 30 Day Trial expires, and you still did not get a chance to look at features you wanted to evaluate?

 

Are you downloading the trial to avoid pushy salespeople? – many businesses today look to “self-serve” their demo experience, and learn the information at their own pace without any outside pressure from a software publisher or partner. I certainly can relate – when looking for services to help me as a marketing professional, the last thing I want to do is spend time talking to a salesperson about budget, who has the final say on our purchase, a needs analysis, scheduling a demo, etc. But it does not have to be that way with a trial. By selecting the right CRM partner, you can download a 30 Day trial and get only the assistance you need in learning what Microsoft CRM can do. From that point forward, you can make an informed decision if it is the right solution or not – on your own time.

 

If you would like to learn more about how a 30 Day Trial of Microsoft CRM can be best utilized, please visit our Microsoft CRM page or call us today at 866-504-4357.

 

By Intellitec Solutions www.intellitecsolutions.com, a Delaware based Microsoft CRM Partner

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