Following best practices has proven to separate the winners from the losers. In of technology business and IT leaders at 133 organizations, they reported over 200 individual problems with their customer management projects. Thirty-three percent of the problems related to technology, 27 percent to business processes, 22 percent to people, and 18 percent to CRM strategy. According to William, successful companies focus on five CRM fundamentals:
- Promoting user adoption
- Focusing on business processes
- Establishing executive sponsorship
- Practicing sound customer data management
- Defining the right metrics.
Attention to discipline in execution of these five fundamentals is what sets winners apart from the well-publicized failures.
Start on the right track and download this white paper that provides techniques, considerations, and 4.0 implementations. Structured to support a tier-based optimization methodology, the paper includes a section dedicated to optimizing and maintaining each of the Client, Application, and Data tiers. For each tier, the paper addresses the relevant components of the broader implementation. This white paper also includes links to additional information and resources, such as performance enhancements, security updates, Knowledge Base articles, and related Microsoft Dynamics CRM documentation.
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