Dynamics CRM Implementation

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According to Merkle, over 63% of CRM implementations fail?   Make your Dynamics CRM Implementation a success by working with a Microsoft CRM partner to empower your solution and revolutionise your business.


When implementing CRM you must ensure that you look clearly at what your business needs.  Look at the pain points first.  Think about your processes.  So many organisations start to look at CRM products without thinking about what they actually want it to do for them!  Yes CRM will manage sales and leads and marketing.. but look clearly at your processes.  Map out your customer journey and think about where the customers start and their touchpoints.  Where do they find you and how can CRM keep those communications clear?  Think about what happens on their first contact.  How do you store their emails and their requirements?    Who manages the relationship with them?  Do you carry out email marketing and do you need that to link with Dynamics CRM?


Perhaps look at our top 10 CRM implementation tips.


Another key success factor for any Dynamics CRM implementation is to ensure that there is a project owner.  CRM consultants will need to work with a project lead inside of your organisation.  Who will that be?  What will their time commitment be and how many other teams and people will they get involved?  It will be really important to ensure that this person has motivation and leadership qualities to ensure that they get the teams involved onboard.  Another key factor is to ensure that board members are backing the project.  Is there a key board member who can champion the implementation?


A key part of the implementation will be communication.  Ensure that the communication will come across the teams to keep them involved and get them excited!  There is nothing worse than a great system that has been implemented correctly that no one wants to use!



The benefits of a clear Dynamics CRM implementation


Your Dynamics CRM solution needs to have a clear path.  Never miss diagnostic stage.    The diagnostic is the agreement and the contract of what you have asked to be delivered and what will be delivered.  Without this user requirements list in place, and agreed, then how will you ever know if your implementation has been a success or not?  The diagnostic is critical to also offer a fixed price for the entire implementation.  Without a clear understanding of your data structure then a CRM system cannot be quoted for accurately.   Once diagnostic has been achieved it will give a clear path forward and you know you are on the right lines to get a successful Dynamics CRM implementation.


When you carry out your system research look at your pain point and keep your requirements in mind.  Can this system deliver all you need now?  Will it enable integrations of other key systems so that you have one truth?  Is there double keying still?  Look at the system and the investment behind it.  Using something like Dynamics CRM means that Microsoft is developing it all the time.  Each year there are 2 update releases with new functionality.  Ensuring your software moves forward with your business has to be a key requirement.


If you want to ensure that your Dynamics CRM implementation is in safe hands, then you need a dedicated Microsoft CRM partner that can help you every step of the way.   Download our powerpoint documentation to help you on your way to a successful project.


Thanks for reading and we hope our Dynamics CRM consultants local to you can help! Catherine

Dynamics CRM implementation

by Caltech CRM


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