Cloud CRM can help you make the best use of your data. It allows you access to the newest technologies. It integrates seamlessly with familiar and indispensable processes that your staff uses every day. It contributes to efficiency and intelligent decision-making in a way that older, on-premises applications cannot, and it does all that while also providing a better user experience.
If your organization is considering upgrading to a new Cloud-based CRM solution such as
Now is the time to re-examine your data. Focus on where your business is today and where you want to take it in the future. Like most businesses, you have a lot of data. Do you need to move it all over into your new CRM system? Is the information you’ve been capturing truly useful? Is there other data you wish you had been collecting? Evaluating the quality and quantity of your data now will make your CRM migration, and user adoption, so much easier and will set you up for increased efficiency and success down the road.
2: User adoption
To encourage acceptance of a new system, you need to get your users on board at the beginning of the CRM project. In your research into migrating to the Cloud and choosing the appropriate software, you no doubt discovered the benefits of both. Your teams, particularly your key users, need to understand those benefits. Most people don’t like change, and they may not want to spend the time learning the ins and outs of new software and processes. It will be much easier for them if they understand how the new approach will actually help them accomplish their work. Before moving
to a new CRM platform like
Once you have addressed your data and the user experience, consider how to expand your CRM solution to take advantage of new technologies integrated with Dynamics 365. Collaboration,analytics, and AI (artificial intelligence) are three areas in which Dynamics 365 can help your teams be more efficient and more productive. With an increasingly mobile workforce, employees must learn how to collaborate remotely.
As a top Microsoft partner, BroadPoint has helped hundreds of organizations transition from legacy CRM to Cloud-based Dynamics 365.