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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘dynamics crm implementation planning’

Understanding Your Business Process

It’s simple. For a business system implementation to succeed, the focus (from the start!) must be on how the system supports, integrates with and enhances an organization’s business processes. This statement supposes, perhaps ambitiously, that the business already has strongly defined business processes. CRM Implementations Require Standardization For many organizations, chaos often rules the day […]

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Getting Buy-In from Users: Make It Personal

A new CRM implementation creates wonderful opportunity for positive change and growth within your organization; but successful implementations are as dependent on user adoption and satisfaction as they are the actual technology. It is thus important to individually reach out to every member of your team to get a sense of how the CRM implementation […]

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Who Will Be Your Company’s CRM Guru?

When acquiring a CRM system, as with any change management, it is important that your organization select someone to lead the project and facilitate adjustments (and compliance) across all levels of operation. We affectionately like to refer to this leader as your organization’s CRM Guru – a key figure who is essential to successfully transitioning […]

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4 Tips to Strengthen Your CRM Communication Plan

CRM implementations and upgrades can be an exciting but sometimes challenging time within an organization. Change simply isn’t likely an easy pill to swallow for some within your business, so communicating those CRM changes should be transparent and tactful. Sharing this information with your company is central to the Change Management process that commonly takes […]

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6 P’s of a Successful CRM Implementation – Choosing a Product and Partner

CRM implementation offers a rewarding step toward improving your business for both your customers and your employees. But a CRM implementation not driven by goals and proper planning can turn into an uphill battle to measure your ROI, as well as achieve the most benefits. Reaching your CRM goals is simply a matter of certain principles and […]

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