Can Microsoft Dynamics CRM Improve Your Sales and Marketing Imperfections?

Posted on: May 28, 2015 | By: Jim Bertler | Microsoft Dynamics CRM

The benefits of using Microsoft Dynamics Customer Relationship Management (CRM) software are pretty substantial for businesses who choose to deploy it. That assumes a lot about how the company went about implementation, however. Were all staff members on board for training and informed about the follow up after implementation? When a business doesn’t have clear direction on where to head with their Microsoft Dynamics CRM deployment, a lot of important features can be missed – usually due to a lack of training or understanding on the staff’s end, or because the system wasn’t optimized beforehand. It’s definitely possible to dodge these pitfalls, but those who are in charge of choosing and deploying the software need to be fully informed about how deploying Microsoft Dynamics CRM will impact the business.

Determining Internal Imperfections and Demands

It’s critical to do a thorough internal review of system needs in regards to sales, marketing and other important back office processes before implementing Microsoft Dynamics CRM or announcing a date that you will go live with the updates. Working with a Microsoft Dynamics CRM Partner will help you determine your CRM needs, how to fix any pitfalls in your system, and will definitely help you decide where to focus your efforts, which is really critical at the beginning of the process. Being able to provide specific and well-documented examples of problems is really helpful for your partner to be able to create specifically tailored solution for your needs.

For instance, problems that lie in the back office or issues reaching consumers in the most effective way will be handled much differently that issues with connecting the sales and marketing departments. There are certain system and distinct configuration recommendations that fit best for each end of the spectrum.

Planning for Necessary Training

Your business may be planning for a large adjustment or a small one before deploying Microsoft Dynamics CRM depending on how your current software is operating, and either way, you and your employees will need to be kept up-to-date before, during and after the implementation process. This will require a certain amount of training, and it will probably be necessary to continue education on a pretty regular basis.

You could be in a situation where you are simply upgrading to a more updated version of Microsoft Dynamics CRM, but there will be new features that you and your employees will have to master. If you are deploying Microsoft Dynamics CRM for the first time, extensive software education is crucial. 

 

Getting your staff excited and motivated about your new Microsoft Dynamics CRM system is also really important. It is likely that your salespeople are paid commission, therefore it’s important to highlight how Microsoft Dynamics CRM will improve and simplify their work processes. When your employees realize that CRM can help them cut down on administrative procedures and increase their selling ability with opportunities for upselling and cross-selling embedded into the system, this will probably increase their enthusiasm and interest in the upgrade.

Don’t Rush the Process

After taking your time to make sure you addressed all the important issues, it’s critical that you do the same for the actual technical work of deploying the software, as well as taking time to inform your staff of all the new functionalities. Rushing the process will not do any good for your investment, and going live too soon may pose various problems. All good things take time, so why rush? In the grand scheme of things, if the implementation takes a little longer than you initially thought, it will be worth it to make sure that your Microsoft Dynamics CRM system is fully functioning and your staff knows how to properly utilize it.

You can trust us with your tough to answer Microsoft Dynamics CRM questions. Contact us to set up a consultation at Logan Consulting, your Chicago based Microsoft Dynamics CRM Partner.

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