• Home
  • About Us
  • Contact Us
  • Privacy Policy
  • Special Offers
Business Intelligence Info
  • Business Intelligence
    • BI News and Info
    • Big Data
    • Mobile and Cloud
    • Self-Service BI
  • CRM
    • CRM News and Info
    • InfusionSoft
    • Microsoft Dynamics CRM
    • NetSuite
    • OnContact
    • Salesforce
    • Workbooks
  • Data Mining
    • Pentaho
    • Sisense
    • Tableau
    • TIBCO Spotfire
  • Data Warehousing
    • DWH News and Info
    • IBM DB2
    • Microsoft SQL Server
    • Oracle
    • Teradata
  • Predictive Analytics
    • FICO
    • KNIME
    • Mathematica
    • Matlab
    • Minitab
    • RapidMiner
    • Revolution
    • SAP
    • SAS/SPSS
  • Humor

11 Benefits to Outsourcing your Dynamics 365 CRM Administration

June 15, 2017   Microsoft Dynamics CRM
CRM Blog 11 Benefits to Outsourcing your Dynamics 365 CRM Administration

What is a Dynamics 365 CRM administrator?

Before you can think about whether your business needs a CRM administrator, the role of a CRM administrator needs to be defined. Basically, a CRM administrator is responsible for bridging the gap between a company’s  CRM system and its users, making sure everyone knows how to use the CRM system AND Making sure that the CRM is running as expected.

The goal of a CRM is to improve business relationships with customers, help business to improve customer service, and drive sales.  If a salesperson isn’t able to easily utilize CRM, then how useful is  it?

What happens when you don’t have a Dynamics 365 administrator?

We have seen this happen dozens of times. A company comes to us after using Dynamics CRM for six months to a year. Because they have not designated an administrator to oversee Dynamics 365 usage of the system begins to flag. Data becomes less relevant as Opportunities are allowed to sit open in CRM well past their expiration date. Sales processes don’t evolve with the company’s changing business model. Dashboards don’t show the data relevant to successful use of Dynamics CRM. There might not be a single person who understands the complete CRM system, and no documentation exists.

How to choose a Dynamics 365 CRM administrator?

Once you have decided that you need a CRM administrator, there are a couple of different routes that your company can take. The first route is to self administrate – select an internal resource and have that person become the SME (subject matter expert) on all things Dynamics 365. This administrator would need to have a strong IT background as well as an understanding of how Dynamics 365 CRM has been customized for your company. They would also need to be able to understand how to map your business processes to Microsoft Dynamics 365 processes. This might work for an organization that has enough resources to spare from the other day to day tasks of running their business. For smaller businesses, this might not be an ideal solution since the initial investment can be so great

enCloud9 for CRM administration

A second alternative would be to work with enCloud9 as your Dynamics 365 CRM administrator. We help our clients keep their CRM running smoothly through a dedicated monitoring system RM is big investment- a smart one, but if no one in your company is using it, it is a waste of money.  We want to ensure your company is as profitable and successful as possible.

Among the many tasks of a Dynamics 365 CRM administrator include the following:

  • Monitors CRM data usage to stay within limits
  • Perform basic break/fix problem solving for end users
  • Customize CRM views, forms and Dashboards to ensure that users see the data that they need.
  • Onboard new hires and users
  • Develop training tools (videos etc) for new employees as well as refreshers for existing users
  • Review Integrations with other systems
  • Keep up with the latest news about Dynamics 365 and CRM and how it affects CRM
  • Schedule Dynamics 365 CRM version updates
  • Manage email integration tools – Outlook App and Outlook Desktop clients .
  • Manage Workflows and other process tools to ensure that they are running as expected
  • Develop and Run system jobs on a regular basis to manage data usage

What is important in choosing a CRM administrator?

CRM administrators need to have a strong IT background, as well as a deep understanding of your organization’s marketing and sales processes. We help hundreds of business to manage their Dynamics 365 CRM systems.  We have experience with many different kinds of industries.  We not only have a firm knowledge on what exactly a CRM can do to help your business, but we also understand the sales cycle from initial contact with a prospect through qualification proposal development and delivery and final close. We also use CRM to manage our own business, so we understand the day to day struggles you face.

If you have not started working with us yet, the first step is to schedule a discovery session.    During this discovery session, we will listen to the needs of your business and what you need your CRM to do. That way, we will know best how to help you.

Why enCloud9?

While having an internal resource perform as a Dynamics 365 CRM administrator might be a viable option, there are some clear benefits to having someone outside your company, such as enCloud9, handle your CRM administration.

  • enCloud9 has experience in CRM administration and advising companies in utilizing the tools to drive sales. Our experience leads to your success.
  • With enCloud9 as your CRM administrator, it will allow the people within your business to focus on their job and what they need to do.   Our sole purpose is to help you to manage your company as efficiently and effortlessly as possible.
  • We will be with you every step of the way.  We will make sure you understand and can use your CRM.

enCloud9 has one of the most experienced Microsoft Dynamics 365 CRM teams in the US. From pre-sales to project management, and user support, we respond quickly with our expertise to answer your questions.

Our history dates back to 2009, but our experience dates back even longer. Our consultants have been advising companies for almost thirty years to give them the tools to achieve their goals. Our experience leads to your success. We use our unique approach to help small and medium-sized businesses lower their costs and boost productivity through Microsoft’s powerful range of cloud-based software.

We can be contacted at our webform or call us today at 402-235-8540.

Let’s block ads! (Why?)

CRM Software Blog | Dynamics 365

Administration, benefits, Dynamics, outsourcing

11 Benefits to Outsourcing your Dynamics 365 CRM Administration

June 15, 2017   Microsoft Dynamics CRM
CRM Blog 11 Benefits to Outsourcing your Dynamics 365 CRM Administration

What is a Dynamics 365 CRM administrator?

Before you can think about whether your business needs a CRM administrator, the role of a CRM administrator needs to be defined. Basically, a CRM administrator is responsible for bridging the gap between a company’s  CRM system and its users, making sure everyone knows how to use the CRM system AND Making sure that the CRM is running as expected.

The goal of a CRM is to improve business relationships with customers, help business to improve customer service, and drive sales.  If a salesperson isn’t able to easily utilize CRM, then how useful is  it?

What happens when you don’t have a Dynamics 365 administrator?

We have seen this happen dozens of times. A company comes to us after using Dynamics CRM for six months to a year. Because they have not designated an administrator to oversee Dynamics 365 usage of the system begins to flag. Data becomes less relevant as Opportunities are allowed to sit open in CRM well past their expiration date. Sales processes don’t evolve with the company’s changing business model. Dashboards don’t show the data relevant to successful use of Dynamics CRM. There might not be a single person who understands the complete CRM system, and no documentation exists.

How to choose a Dynamics 365 CRM administrator?

Once you have decided that you need a CRM administrator, there are a couple of different routes that your company can take. The first route is to self administrate – select an internal resource and have that person become the SME (subject matter expert) on all things Dynamics 365. This administrator would need to have a strong IT background as well as an understanding of how Dynamics 365 CRM has been customized for your company. They would also need to be able to understand how to map your business processes to Microsoft Dynamics 365 processes. This might work for an organization that has enough resources to spare from the other day to day tasks of running their business. For smaller businesses, this might not be an ideal solution since the initial investment can be so great

enCloud9 for CRM administration

A second alternative would be to work with enCloud9 as your Dynamics 365 CRM administrator. We help our clients keep their CRM running smoothly through a dedicated monitoring system RM is big investment- a smart one, but if no one in your company is using it, it is a waste of money.  We want to ensure your company is as profitable and successful as possible.

Among the many tasks of a Dynamics 365 CRM administrator include the following:

  • Monitors CRM data usage to stay within limits
  • Perform basic break/fix problem solving for end users
  • Customize CRM views, forms and Dashboards to ensure that users see the data that they need.
  • Onboard new hires and users
  • Develop training tools (videos etc) for new employees as well as refreshers for existing users
  • Review Integrations with other systems
  • Keep up with the latest news about Dynamics 365 and CRM and how it affects CRM
  • Schedule Dynamics 365 CRM version updates
  • Manage email integration tools – Outlook App and Outlook Desktop clients .
  • Manage Workflows and other process tools to ensure that they are running as expected
  • Develop and Run system jobs on a regular basis to manage data usage

What is important in choosing a CRM administrator?

CRM administrators need to have a strong IT background, as well as a deep understanding of your organization’s marketing and sales processes. We help hundreds of business to manage their Dynamics 365 CRM systems.  We have experience with many different kinds of industries.  We not only have a firm knowledge on what exactly a CRM can do to help your business, but we also understand the sales cycle from initial contact with a prospect through qualification proposal development and delivery and final close. We also use CRM to manage our own business, so we understand the day to day struggles you face.

If you have not started working with us yet, the first step is to schedule a discovery session.    During this discovery session, we will listen to the needs of your business and what you need your CRM to do. That way, we will know best how to help you.

Why enCloud9?

While having an internal resource perform as a Dynamics 365 CRM administrator might be a viable option, there are some clear benefits to having someone outside your company, such as enCloud9, handle your CRM administration.

  • enCloud9 has experience in CRM administration and advising companies in utilizing the tools to drive sales. Our experience leads to your success.
  • With enCloud9 as your CRM administrator, it will allow the people within your business to focus on their job and what they need to do.   Our sole purpose is to help you to manage your company as efficiently and effortlessly as possible.
  • We will be with you every step of the way.  We will make sure you understand and can use your CRM.

enCloud9 has one of the most experienced Microsoft Dynamics 365 CRM teams in the US. From pre-sales to project management, and user support, we respond quickly with our expertise to answer your questions.

Our history dates back to 2009, but our experience dates back even longer. Our consultants have been advising companies for almost thirty years to give them the tools to achieve their goals. Our experience leads to your success. We use our unique approach to help small and medium-sized businesses lower their costs and boost productivity through Microsoft’s powerful range of cloud-based software.

We can be contacted at our webform or call us today at 402-235-8540.

Let’s block ads! (Why?)

CRM Software Blog | Dynamics 365

Administration, benefits, Dynamics, outsourcing
  • Recent Posts

    • 5 CRM Marketing Tips to Use as Resolutions for 2021
    • Sidney Poitier To Get A School Named After Him
    • Using Power Automate to Automatically Move Your Email Attachments to SharePoint
    • Why it’s time for fintechs and FIs to jump on the open banking bandwagon (VB Live)
    • Integrating a function with integration limits also dependent on a variable
  • Categories

  • Archives

    • January 2021
    • December 2020
    • November 2020
    • October 2020
    • September 2020
    • August 2020
    • July 2020
    • June 2020
    • May 2020
    • April 2020
    • March 2020
    • February 2020
    • January 2020
    • December 2019
    • November 2019
    • October 2019
    • September 2019
    • August 2019
    • July 2019
    • June 2019
    • May 2019
    • April 2019
    • March 2019
    • February 2019
    • January 2019
    • December 2018
    • November 2018
    • October 2018
    • September 2018
    • August 2018
    • July 2018
    • June 2018
    • May 2018
    • April 2018
    • March 2018
    • February 2018
    • January 2018
    • December 2017
    • November 2017
    • October 2017
    • September 2017
    • August 2017
    • July 2017
    • June 2017
    • May 2017
    • April 2017
    • March 2017
    • February 2017
    • January 2017
    • December 2016
    • November 2016
    • October 2016
    • September 2016
    • August 2016
    • July 2016
    • June 2016
    • May 2016
    • April 2016
    • March 2016
    • February 2016
    • January 2016
    • December 2015
    • November 2015
    • October 2015
    • September 2015
    • August 2015
    • July 2015
    • June 2015
    • May 2015
    • April 2015
    • March 2015
    • February 2015
    • January 2015
    • December 2014
    • November 2014
© 2021 Business Intelligence Info
Power BI Training | G Com Solutions Limited