CRM Online Implementations Succeed with xRM.com
It’s not magic, but it is magical. Everything seems to fall into place when the right elements come together.
What elements go into a successful CRM Online implementation? Involved stakeholders, clear goals, technical prowess, and diligent follow-through are some of them. At xRM.com, we are expert listeners. We know that the reason you want new technology is to make your job easier. Managers can make better decisions with real-time analytics than with sporadic, one-off reports. Salespeople who spend less time navigating an interface can spend more time with their prospects, which is better for everyone. We succeed because we pay attention.
It’s an old idea, and a good one: people first, technology second. Business relationships are relationships between people. We always remember that technology either enhances those relationships, or dies of non-use. Best practices dictate procedural guidelines, and we follow them, but we’ve learned some things about people too.
Planning: Planning is critical, but what does that mean? Planning is more than collecting a wish list. It’s making sure that everybody has a common goal and is sure about the best way to achieve that goal. It’s important that end users as well as executives have input at the beginning to ensure a final design that matches the true needs of the business. Planning is as much about trimming as it is about brainstorming. It’s often better to start out simple and leave the more ambitious customizations for a second phase. We also know that people don’t stop coming up with good ideas just because the planning stage is over. We always budget in some extra time to modify the direction during execution.
Execution: Our development team is savvy and clever. To paraphrase a programming idiom: “Gorgeous in, gorgeous out.” That means good coding practices lead to good solutions. We want your solution to be robust and easy to maintain going forward. We also utilize our own internal crash-testing staff as well as your user-acceptance testers to make sure the code behaves as intended and is “water tight”.
Follow-through: Documentation and training ensure user adoption. Yearly reviews and secondary development phases allow for long-term growth and improved fit adjustment.
Having a trusted advisor in xRM.com can often galvanize project champions around a common goal and precipitate a vision based on what’s possible. Would you like to see how quickly xRM.com can help you realize the value in your CRM investment? Please allow us to demonstrate Microsoft Dynamics CRM web integration in action.