“Does Dynamics 365 have functionality that enables it to become a habit for users?” Lack of user adoption has killed many an implementation. More than a decade and a half of research on Customer Relationship Management (CRM) systems has churned out consistently troubling failure rates for CRM implementations. Since Gartner’s 2001 study found a 50%…
You’ve designed a user friendly interface, automated as many processes as possible, tested the system to destruction and told everyone its on its way. Now its time to train the users. Here’s 5 tips to help you deliver your session. The culture of using Dynamics 365 within housing Using CRM is different to your standard…
Prevention is better than cure, so why wait until its all gone Pete Tong (wrong) before taking action? A project post mortem is carried out after the event when the damage has been done, we may sometimes take that learning into the next piece of work/project or, as in many cases, the paperwork gets put…
One of the biggest selling points of CRM is the ability to create a single view of the customer, data is key to making this happen. This blog covers things that you should consider during and after your implementation. It’s probably not a good idea to simply move all data from one system into CRM…
Now you’ve got a handful of processes, owned by a key team, you’re in a good position to start writing the spec. In this blog I’ll cover 9 things you should consider. A good spec. lets suppliers and colleagues know exactly what the new system will look and feel like. It also helps the testing…
