Choose the Right Microsoft CRM Partner

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Identifying Microsoft CRM as your software solution is only half the battle. Choice of an implementation partner is equally important. Success or failure depends largely on the choice you make. These 4 tips can help:

Look at the partners experience.

Has the partner done implementations in your industry? Have they done projects of similar size and scope? Are they equipped to handle your needs as far as on-site vs. remote support?


Evaluate their methodology.

This is a crucial factor. Your partner should have a proven, peer-reviewed process to handle tough business challenges. They should spell out how they go about gathering and documenting your requirements, and how they handle changes should the project scope change.

What do they have for training and support resources.

How many consultants do they have on staff that are fully certified and receive product education annually? Is help desk support available? What are the response times?

Do you have a general comfort level

Simply put, you will be working hand in hand with the consulting group for weeks, perhaps months. Is the partner you pick someone you are comfortable with? Do they communicate well?

By performing these 4 checks, you will wind up with an experienced solutions provider as your partner, which will make implementing Microsoft CRM much easier and will ensure success.

By Intellitec Solutions, a Microsoft CRM partner serving Delaware

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