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…

11 Tips for delivering CRM to a 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…

Give your Dynamics users an APPetite for adoption

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…

14 Tips to Support Your CRM Go Live

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…

13 Ways To Get CRM Buy In

13 Ways To Get CRM Buy In

  Its no secret that around 30 to 60% of CRM implementations fail. Its not a good place to be so I wanted to put some tips together to ensure you’re not one of those statistics. Lack of clear objectives and poor data etc. play their part. But a lack of buy in from staff…

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