Implementing CRM To Work For You

CRM that will work the way that you do that’s CRM Implementation Success

Customer Relationship Management (CRM) allows organisations to plan marketing initiatives, to analyse the results of those marketing efforts, to identify sales leads and to manage their journey to sale.  CRM allows organisations to have a holistic view of their customers and potential clients, to market to them effectively, proactively account manage, grow client loyalty and gain customer satisfaction scores.

It’s no wonder then that CRM software sign-off is often a Director level decision.  It encompasses so many areas of the business, and so many people – end users.

It is important that the primary three key functions of CRM have been mapped by the relevant teams.  What do they want CRM to facilitate in terms of marketing, sales and customer service.  What are the processes that Microsoft CRM will underpin and propel?  The fourth element reporting is a result of the system information and data and will need further thought.

Also ask yourself how do your users work?  Some users will like a web client to access Microsoft CRM where other users may want to work in Outlook and want to continue to do so.

Some organisations are happy to use a CRM solution out of the box.  They work the way the software does.  Some companies live with any performance shortfalls they may experience using a system out of the box, where others may scrap CRM altogether.

However if you have clearly defined objectives and processes there is no reason why CRM can’t work the way you do enhancing users lives, getting more from your organisation and propelling the benefits of CRM for you and your organisation.

A poorly implemented CRM system will not reap the results that the Directors wanted when they first started to think about CRM.  This will not generate CRM Implementation Success.

The key is to understand the initial goals of why a CRM system was sourced, what was the original vision that inspired the CRM initiative?

One of the warning signs that CRM may fail in the rollout stage is poor usability or unmet performance promises.  A user-friendly, tailor-able CRM system is necessary.  Microsoft CRM is both easy to configure and manipulate to your needs, as well as being an extension to Microsoft Outlook, it works the way you do.

One benefit of CRM is its ability to provide a holistic view of the customer, with the same information available at every touch point by many teams in your company.  In this way, a large company can serve its clients with ease and consistency, but some tweaks to an out of the box solution may be necessary to support your goals.

The key to Microsoft CRM being successful is to articulate the goals, and be focused to meet them.  Provide the necessary resource from your internal teams, as well as spending time to get the system right for you.  Only then will you see a return on your Microsoft CRM investment.

Caltech CRM has developed a number of solutions to work the way you do.  Microsoft CRM has been configured to work for specific markets.

To find out more about Caltech CRM’s quick start bespoke packages for Microsoft CRM, with implementation and training savings as much as £600, contact, and see how you can maximise Microsoft CRM Online or On Site.

Trust us to make Dynamics 365 a success for you

Contact us