Before You Buy Dynamics 365, SalesForce, Zoho, or P2xRM, Get a Process Flow Diagram

Microsoft Dynamics 365 is a tool. So is SalesForce, Zoho, and P2xRM.  A tool is only effective when it is used properly, according to directions, and for the purpose for which it was designed. But even the best tools will not make your work successful if you don’t follow a blueprint.

Whether you are considering Microsoft Dynamics 365/CRM, SalesForce, Zoho, or P2xRM for your business, your best chance of achieving what you want will come with a plan based on a Process Flow Diagram. The diagram will function as a roadmap, or a blueprint, to lead you through processes to your destination.

At P2 Automation, part of our Design Phase, which we perform for every CRM project, is a Process Flow diagram.

This diagram is a chart you can look at to see the workflow processes necessary for conducting business within your organization.  The above graphic illustrates a complicated Process Flow Diagram that we recently designed during the initial stages of a Microsoft Dynamics 365 implementation.

You can see precisely how this organization progresses from initial lead to customer-needs evaluation through implementation, training, and continuing support.

We do charge our customers for the Design Phase of their projects, but the groundwork covered is invaluable. Research, problem-solving, and recommendations that emerge from this phase become valuable assets.  Should you decide not to complete your CRM implementation project with P2 Automation, you’ll still have this blueprint to guide your selection of the tool of your choice.

It is worth noting that most of the avoidable extra expenses in a project come from additions and change orders that could have been prevented by having a well thought out blueprint to follow.  Making changes on a diagram is a lot easier and less costly than trying to make changes mid-implementation.

Before you proceed with your Dynamics 365, SalesForce, or Zoho project, contact our experts at P2 Automation to schedule a discovery/strategy session and start laying out your process flow.

By P2 Automation, www.p2automation.com

 

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