6 Ways To Help Form a Dynamics 365 Habit – #D365ForHousing

6 Ways To Help Form a Dynamics 365 Habit – #D365ForHousing

“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%…

5 Dynamics 365 Training Tips – #D365ForHousing

5 Dynamics 365 Training Tips – #D365ForHousing

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…

Want to Avoid A Painful CRM Project Post Mortem?

Want to Avoid A Painful CRM Project Post Mortem?

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…

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…

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…

%d bloggers like this: