2 BE or Not 2 BE That’s the CRM Process Question

In this blog ill walk you through process maps. Why you need them and things to consider. Process mapping might sound boring…but by understanding how your current processes work, you'll identify improvements and the work required to move it into CRM. There are hundreds of websites and books which go into detail about process/customer journey … Continue reading 2 BE or Not 2 BE That’s the CRM Process Question

7 Key Roles For Your CRM Project Team

You've identified everyone's needs/wants and the strategy CRM will be driven by...it’s now time to create the dream team! This blog explores the key roles you'll need to get your system up and running and tips on building your team. So how do you get the ball rolling? First you'll need to Identify who needs … Continue reading 7 Key Roles For Your CRM Project Team

11 Tips for delivering CRM to a team

A few tips for working with a team to deliver CRM Sit with them: Get a deep understanding of how they work and what they expect from CRM. This could be via process mapping or shadowing. Identify what they need to report: This will help show CRM has been a success Identify any improvements to … Continue reading 11 Tips for delivering CRM to a team

Give your Dynamics users an APPetite for adoption

Over the years many users have asked me for crm forms that just show the fields they need. This is a reasonable request and something that can be done. However, it can involve some work behind the scenes and can be difficult to administer. To help resolve this issue Dynamics 365, has apps. What are … Continue reading Give your Dynamics users an APPetite for adoption

14 Tips to Support Your CRM Go Live

I've put together a few tips to help go live run smoothly. It can be a daunting time, but if you start planning early you'll keep everyone in the loop and manage any weird  and wonderful things that happen on the big day. When will you go live? Be realistic, you don't want to be … Continue reading 14 Tips to Support Your CRM Go Live