Tag Archives: Tips
Tips on using Advanced Find in Microsoft Dynamics 365
A lot of have implemented Microsoft Dynamics 365. The tool is scalable, flexible, automate more than half of the daily tasks, makes the sales pipeline visible, the customer journey shorter, and whatnot. And as I have spent quite a few years in the Dynamics 365 consulting field, I have noticed that one of the most commonly used features in is Advanced Find. A developer, administrator, or end-user uses it for various purposes.
Tip # 1
For an entity, if there is a frequently used query, we can set that query up as the default query. This will help the users save some time by having the query configured beforehand so that they would not have to build it manually. Before configuring a default query, when you open the Advanced Find it will look like this:
Now let’s say there is a frequently used query for the accounts entity, which we need to set as default. The query is My Accounts which has incomplete information (the field for an email address or phone number is left blank).
To configure this, go to Settings/Customizations/Customize the System. Open the views in the Account Entity. Double click on the view with the “Advanced Find View” type.
Configure the filter criteria as per your requirement. In this case, the filter criteria is:
Once the filter criteria is configured, click on Ok. Then Save and Close and after that, Publish All Customizations.
Now if you open advanced find and look for Accounts, it will look like the following:
Tip # 2:
If you are trying to find the results of a saved query, by default you will not be able to edit the query. That is, if you want to add some extra filter criteria/remove filter criteria you will not be able to do it.
If you want to edit the query, you can just click on the details. That will help you edit the query. After clicking it will look like this:
From the image, you can see that it is editable.
If you want your saved Advanced Find View or any other saved view to show up as editable by default (so that you don’t need to click on the Details option to make it editable) then you can change it in your Personal Settings, as shown below:
Set the “Default mode in Advanced Find” as “Detailed”. Click Ok.
If you set it to the “Simple” mode, it will be non-editable.
Dynamics 365 isn’t just an application anymore. It has for a lot of companies, be it large corporates or SMBs has become a part of their business strategy. If you would like to know more about how we are helping businesses transform, do connect with us.
Talking about ‘finds’, the in Dynamics 365 usually shows all Active fields instead of the one you select. This can be a little annoying. Our blog provides a solution to this issue.
For support, please
5 CRM Marketing Tips to Use as Resolutions for 2021
A new year is upon us and as tradition goes, it’s also the time to set resolutions! Start off 2021 on the right foot by implementing these CRM marketing tips for your . As a marketer, the work in a CRM is never done, but these tips will facilitate your tasks moving forward. Read on to know how to manage your contacts more effectively and facilitate reporting.
CRM marketing tips to implement for Dynamics 365 Sales in 2021
Ensure your contacts are up to date
The importance of keeping your contacts up to date can’t be understated. This is essential to make sure your contacts and clients actually receive your emails, surveys, and communications. You can facilitate this by creating a personalized view in the CRM with the columns you need. Then add a “last modified” date to filter against older contacts.
Validate your marketing lists
Take the time to review and clean up your marketing lists. This will facilitate communications and let you reach the right people more easily. A tip: create dynamic lists so they always remain up to date. Just make sure to keep your contacts updated on a regular basis!
Validate email bounces
After each email blast, validate the emails that have bounced to ensure a squeaky-clean list. Personalized views are great for this! Fully integrated to Dynamics 365, the marketing solution lets you create a view to see what you need to address post-email send.
Review your reporting
Make sure you have all the proper fields to segment your lists correctly. Think about how you want to break down your contacts, clients, and prospects. Which categories or attributes are relevant to your business? These will allow you to personalize the experience you offer, increasing the chance that clients stay loyal to your firm.
Update your email templates
Make sure your email templates still match your company’s look and branding. Also take the opportunity to review the messaging and layout. Marketing trends evolve fast, and you may find that the layout or even communication style of your emails is starting to feel a little dated. Now’s a good time to spruce it all up!
Follow these CRM marketing tips to start off 2021 on the right foot. This will facilitate your marketing activities by ensuring you reach customers easily and having more impact every time. Make sure to educate your Microsoft Dynamics 365 users so that they do this automatically moving forward. Your contacts and lists will be constantly up to date for the future!
To leverage the full potential of your Microsoft Dynamics 365 CRM solution, find out how to customize your Microsoft Dynamics 365 solution and increase sales and customer engagement with Microsoft Dynamics 365.
By JOVACO Solutions,
About JOVACO Solutions
JOVACO Solutions is a leading ERP and CRM solution provider operating for over 35 years. As a specialist of Microsoft Dynamics business management solutions, we offer a wide range of products and services to meet all the needs of professional services firms and project-based organizations. We also offer specialized project management tools and timesheet add-ons fully integrated to Microsoft Dynamics solutions.
Pro Tips For Quick CRM System User Adoption
It’s been said that anything worth doing in life won’t come easy. Without a doubt, this applies to upgrading your business management systems.
In today’s global economy, upgrading business management systems is more important than ever before. But CRM projects will only be successful if your team understands and adopts the new system quickly.
How can you get your employees to embrace the change?
We’ve consulted twenty industry experts to learn what they’ve found to be successful in streamlining user adoption. These key tips, important warnings, and advice from our members here at the CRM Software Blog can help your employees embrace change and take your organization to the next level.
It may not be easy, but working toward solid user adoption is well worth the effort. Here are a few tips from various Microsoft Dynamics 365 Partners who focus on helping companies like yours.
Plan Thoroughly
To have successful user adoption, it is essential that your team has planned thoroughly before implementing your new business management system. Anticipate challenges ahead of time, such as identifying what obstacles may come up and the reasons why your team may be resistant.
“Create an iterative project plan that clearly defines success through metrics and establishes the strategic priority of the project so users understand it’s something that requires their attention and adherence.” – BroadPoint
Preparing for challenges ahead of time by building the right software team, establishing a clear plan for post-go-live support and training, and knowing exactly what areas you want your new system to improve on can have a big impact on whether your user adoption is successful or not.
Lead Proactively
If you want your employees to be on board with the switch, there must be strong leadership. The leadership team, from CEO to department managers, should be able to clearly explain the reason why the project was initiated.
Successful companies know this. Notice their insights in this area:
“Even if the new CRM or ERP has a lot more to offer, the end-user will be reluctant to adopt it if they find a pre-existing software integration missing. A missing integration often means a break in an existing data flow.” —Connecting Software
“Without the ‘WHY,’ a new system implementation just becomes another task. It’s critical to identify the reason WHY. WHY are we spending the money? WHY are we spending time and effort. What’s the business case? What’s the justification? What’s the ROI? Make a strong case to drive user adoption.” —JourneyTEAM
“Make sure management is on board and leads by example. Users will not be motivated to use the new system if management is still using the same old tools as before to manage the organization.” —JOVACO Solutions
Train Effectively
Without proper training, it’s very likely that your employees will be resistant to the changes your new CRM system will bring. They may be worried the new system will automate them out of a job, or they might simply not understand why the change is happening and how they fit into the switch. No matter what the reason for the resistance, training will help.
Microsoft Dynamics 365 experts offer these tips on training effectively:
“Many working adults are also homeschooling or caring for others while trying to juggle their professional schedules. Create a schedule that allows for multiple breaks throughout the day. We also recommend recording sessions in case anyone misses any topics or wants to simply review again in the future.” —Beringer Technology Group
“Requiring too many fields early on in the sales cycle just decreases the likelihood that a salesperson will fill out any fields—and thus destroys your user adoption. Only require the data that you need, and encourage your sales team members to understand the value of inputting data in “recommended” fields—with understanding comes compliance and user adoption!” —emfluence Marketing Platform
There are a variety of effective training options a company can use when upgrading business management systems. Whether it’s in-person, hands-on training, or using video sessions, if your team is aware of what specific areas your employees need to be trained in you are one step closer to reaching your goal of successful user adoption.
Helping your employees embrace change when implementing a new business management system can be a challenge. But by closely following the tips offered by our contributing partners, you will soon find out that following their advice was well worth the effort.
To hear more from the experts and learn pro tips that you can put into practice today, download the full white paper “19 Brilliant Ways to Promote ERP & CRM User Adoption” at www.crmsoftwareblog.com/19brilliant.
When it comes to user adoption, experience counts! Visit the Microsoft Dynamics 365 CRM Partner Directory on the CRM Software Blog to find a list of implementation and training partners who know how to prepare your users to take full ownership of new software.
By CRM Software Blog writer, www.crmsoftwareblog.com
Pro Tips to Streamline User Adoption For Your CRM Project
Are you in the process of implementing a new CRM solution? Or do you plan to do so in the future? There’s no doubt that upgrading to a modern business management system is essential to support remote workers and to compete in a global, connected economy.
But that doesn’t mean user adoption will be without its challenges. A variety of factors can contribute to employees resisting the switch and dragging their feet during implementation.
By using these pro tips, you will be able to help your employees embrace change as you take your organization to the next level.
Download: 19 Brilliant Ways to Promote ERP & CRM User Adoption
Plan Thoroughly
Before you begin implementation, plan ahead to get all employees on board with the change. Notice a few ways you can support user adoption before the project even begins:
- To help each department feel that their perspective is represented, include a variety of staff members on the CRM selection team.
- Don’t simply replace a paper task with a digital one. Show that you have your employees’ interests in mind by designing a system that helps them accomplish more in a day with fewer headaches.
- Give extra attention to long-time employees that may be particularly resistant to change.
- Users need to know that they will have support to help them transition to the new system. Let them know right from the start what the ongoing support and training program will be.
Lead Proactively
Before they give their full support to the project, employees need to know that management is backing the decision 100%. Show leadership support from the beginning by doing the following:
- Ensure all employees in leadership roles understand the reason and goals for the project and are able to explain them clearly.
- Be on the lookout for “super users” – employees that are passionate about learning and are embracing the change. Develop a plan to share their enthusiasm and knowledge to help others throughout the onboarding process.
- To drive user adoption at the individual level, set goals for everyone involved, not just the company.
- When unexpected challenges come up, leaders should show their concern and proactive interest in finding a solution.
Manage Expectations
When employees meet with inevitable challenges throughout the project, they need to feel that they are understood and their needs are being given priority. Help them along the way through:
- Maintaining clear communication. Project updates should be honest and informative to help users feel included in the entire process.
- Employees should not be expected to maintain their full-time job responsibilities in addition to planning, testing, and training. Put plans in place to offset workloads and give employees the time they need to fully focus on their implementation assignments.
- A CRM implementation project can be stressful for many of the individuals involved. Patience and tolerance for missed deadlines or mistakes will go a long way in supporting user adoption.
Train Effectively
Your new system will be of no benefit if your employees can’t use it properly. Take these steps to ensure proper training:
- Provide an overview walkthrough before training to help users understand the big picture so they can understand how their role contributes to the process.
- Demonstrate how the new system will benefit them specifically and how their effective use of the application will make their work more productive and fulfilling.
- Make training sessions specific to your organization. For example, use industry-specific terminology instead of generic examples that are included in vendor training data.
- Support learners of all kinds by providing a variety of training options, from one-on-one, group, or video training sessions.
Every CRM project will have its challenges. But by taking the appropriate steps, you can ensure the success of user adoption throughout your company- making the project smoother, quicker, and ultimately a success.
To hear from experts in the field and learn more steps you can take to make a success of user adoption in your company, download the full white paper “19 Brilliant Ways to Promote ERP & CRM User Adoption” at www.crmsoftwareblog.com/19brilliant.
Looking for a Microsoft Dynamics 365 CRM Partner? Browse our Microsoft Dynamics 365 Partner Directory.
By CRM Software Blog writer
Top Tips on Restarting After the Lockdown
Reading Time: 4 minutes
This blog was written by TIBCO Director of Digital Strategy Alessandro Chimera and originally published on the Italian tech website, Solo Tablet.
Not only companies, but also many professionals have to face a challenge, which places a change in habits at the top of the priorities of the actions to be taken. Suddenly, we are asked to travel less, attend fewer meetings, and limit business lunches. At the same time, we are streaming more content, participating in virtual meetings, and using eLearning platforms, as well as taking advantage of home delivery services.
If the current situation and history have taught us anything, it is that when a crisis arises, traditional operating models are no longer valid. Companies need to react quickly and create, validate, and adopt entirely new strategies to keep their business running and generate sufficient margins to overcome the current crisis. It’s not just the travel market that’s impacted: financial services, telecommunications, industry, transportation, retail, healthcare, government, hospitality, and the energy sector are all facing the same challenges in adapting to the new reality.
How to Adapt
If we look at the initiatives that financial services should take, the fastest action available to them is to quickly rebalance all their investment lines with event-driven strategies. On the other hand, the telecommunications sector faces the unexpected increase in connections and a greater data load on its networks, focusing on providing reliable services to an increasing number of people whose only means of connection with their communities, is private and business, it passes through its own network.
Another heavily impacted sector is the manufacturing industry, as orders are falling sharply or being canceled due to customers focusing their primary needs on other sectors. There are significant delays in the supply chain, commodities purchased internationally are delivered late. New procedures are being implemented which, following the pandemic, must guarantee the safety of workers. Some of these companies may also be forced to consider a temporary reduction in their workforce.
The transport sector was the first to suffer direct impact due to flight cancellations, border closures, reassignment of passengers to new flights and flight rescheduling and changes with virtually no notice. The IATA association ( International Air Transport Association ) predicts that on a global level and due to a limited contagion scenario, the current measures will cause a loss of turnover on passenger air traffic equal to approximately 63 billion dollars. While, for an extended contagion scenario, the losses could amount to as much as 113 billion dollars.
Who is Ready
Very few players in these market sectors were ready: in reality, in most cases, they were totally unprepared. Let’s see the consequences of the lockdown in Italy, our country: when this measure was first implemented, it generated a 56.8% increase in eCommerce, mobile traffic doubled and systems had to be upgraded to withstand the loads additional to which they were subjected.
In manufacturing, many large manufacturers have begun to optimize their processes and operations, analyzing their data to understand how to cope with the new situation they have found themselves in. A particularly true statement for industrial food processing plants, which have seen a notable growth in demand, due to the fact that Italians were forced to stay at home. On the other hand, retailers and distributors saw a 12.2% growth in sales resulting from the new demand.
The services on-demand media and entertainment streaming have also begun to suffer additional load: sudden growth of customers with the most extensive mode of use that has dealt a blow providers, bringing close to saturation their networks. For example, Netflix and YouTube have accepted the European Union’s request to take action to avoid saturating the available bandwidth by lowering the definition quality.
But not everyone has seen demand grow: the entire hospitality market has had to stop abruptly. Major events have been canceled or postponed, corporate travel restrictions have caused hotels to empty, and major hotel chains are canceling cancellation fees for current and upcoming bookings to at least secure future business and avoid losing potential customers.
Complete Turnaround
We often talk about the evolution of business and business transformation and how it must happen quickly. However, no one could have imagined the speed with which the pandemic hit the world. At the time of writing this article, only a few countries had decided to close all non-essential activities (lockdown). Today, however, all countries have decided to implement the lockdown, and some (including Italy) have already exited or are exiting the so-called Phase 1 of tight lockdown.
Unfortunately, many companies have never invested in the tools they need to analyze their business data deeper and, without valid supporting analysis, it is not possible for them to make correct strategic choices to decide whether the new processes or business models they want implement can really work.
The spotlight is therefore on all companies to act quickly to integrate and unify the various data sources and extract their potential value thanks to Advanced Analytics tools to apply Machine Learning or AI on their data, so that they can explore new sales channels. and seize new revenue opportunities.
It is a lesson to understand and adapt your business strategies to what customers really want, monitoring their behavior to understand how quickly you can adapt your business to new customer requests. If the term reinvention was ever relevant, it certainly happens today, in the business climate we live in. The key is to understand that decision-making processes must be supported by analyzing your own data, which provides the know-how on how to optimize your execution models to make the alternative business models you are exploring work.
Companies need to react quickly and create, validate, and adopt entirely new strategies to keep their business running and generate sufficient margins to adapt to the new reality. Click To Tweet
Failure is not contemplated. Strategies must be tested quickly and digitally to predict the outcome. Last but not least, you need to be closer to your customers. Understanding that their purchasing power has shifted online, that they are more selective, more frugal and insightful, and that this customer intimacy called customer intimacy is today a primarily digital concept. If you get this mix right and when the world returns to the new normal, their loyalty will make them return as your customers more than ever.
Visit tibco.com to see how we can help you begin your digital transformation today.
Tips to limit the number of steps in #PowerQuery – #PowerBI
When returning to some of my first queries built in Power Query, I always get a bit sad.
My old queries contain some unnecessary extra steps that makes it harder to evaluate what is happening in the query and in most cases I haven’t even bothered to rename the steps which makes the queries very hard to read for me and for others.
So, in order to improve here are some tips that can make mine and your queries shorter and easier to read.
Always Rename your Steps
Always spend time to rename your steps and avoid spaces in the step name.
Makes it easier to read and is documentation.
Especially important because the step name does not necessarily describe what is happening.
In this example I used the Remove Other columns function, and the step name refers to that function
– but what is actually happening is I am selecting specific columns – notice the formula bar – Table.SelectColumns
So, rename the step.
Check if you can avoid a column rename step
Using the interface in the Query Editor makes it very easy to get the “Renamed Columns” step but it can sometimes be avoided – For instance expanding a record column – in this example the DimGeography Column
– in this example the DimGeography Column and then double clicking the headers returned will lead into 2 steps but notice the last argument in the formula bar.
That is a list of column names that will be given and by modifying that we can do the expansion and renaming in one step.
Avoid the empty filter steps ie to not filter by (Select All)
When testing my queries, I sometimes filter the result to check the data
And then to clear it I sometimes use the (Select All) to remove the filter
This however leaves a filter step in your query where the Table.SelectRows function just is “each true”.
If you use the clear filter instead
The Filter step will be deleted
Limit the number of Rename Columns
Doing column renaming during the query steps can lead to several column renaming steps.
Try to do only 1 renaming step.
Limit the number of steps with Remove columns
Try to consolidate the column selection or deletion of columns in one step.
And remember the optional parameter in the Table.SelectColumns and Table.RemoveColumns where you can specify what should happen if a field in the column list is missing.
Don’t reorder your columns
You can change the column order in the Query editor but there is no need to do it
The columns will appear in alphabetical order in your data model anyway.
If you have a large table and can’t find the column use the Go to Column to locate it
A good bad example
Yes, this is one of my queries
This is the query after a clean-up – it does exactly the same but in fewer step and with a proper explanation in the step name.
Do you have any tips ?
This was a few tips to limit the number of steps in your query.
Let me know if you have any in the comments.
Stay queryious.
Tips to limit the number of steps in #PowerQuery – #PowerBI
When returning to some of my first queries built in Power Query, I always get a bit sad.
My old queries contain some unnecessary extra steps that makes it harder to evaluate what is happening in the query and in most cases I haven’t even bothered to rename the steps which makes the queries very hard to read for me and for others.
So, in order to improve here are some tips that can make mine and your queries shorter and easier to read.
Always Rename your Steps
Always spend time to rename your steps and avoid spaces in the step name.
Makes it easier to read and is documentation.
Especially important because the step name does not necessarily describe what is happening.
In this example I used the Remove Other columns function, and the step name refers to that function
– but what is actually happening is I am selecting specific columns – notice the formula bar – Table.SelectColumns
So, rename the step.
Check if you can avoid a column rename step
Using the interface in the Query Editor makes it very easy to get the “Renamed Columns” step but it can sometimes be avoided – For instance expanding a record column – in this example the DimGeography Column
– in this example the DimGeography Column and then double clicking the headers returned will lead into 2 steps but notice the last argument in the formula bar.
That is a list of column names that will be given and by modifying that we can do the expansion and renaming in one step.
Avoid the empty filter steps ie to not filter by (Select All)
When testing my queries, I sometimes filter the result to check the data
And then to clear it I sometimes use the (Select All) to remove the filter
This however leaves a filter step in your query where the Table.SelectRows function just is “each true”.
If you use the clear filter instead
The Filter step will be deleted
Limit the number of Rename Columns
Doing column renaming during the query steps can lead to several column renaming steps.
Try to do only 1 renaming step.
Limit the number of steps with Remove columns
Try to consolidate the column selection or deletion of columns in one step.
And remember the optional parameter in the Table.SelectColumns and Table.RemoveColumns where you can specify what should happen if a field in the column list is missing.
Don’t reorder your columns
You can change the column order in the Query editor but there is no need to do it
The columns will appear in alphabetical order in your data model anyway.
If you have a large table and can’t find the column use the Go to Column to locate it
A good bad example
Yes, this is one of my queries
This is the query after a clean-up – it does exactly the same but in fewer step and with a proper explanation in the step name.
This was a few tips to limit the number of steps in your query.
Let me know if you have any in the comments.
Stay queryious.
5 Tips to Lower The Cost of Your Microsoft Dynamics 365 Quote
On a Microsoft Dynamics 365 implementation proposal, the cost of building custom reports can be substantial. As we mentioned in our previous post, there are ways that you can dive in and learn to do some of this reporting on your own. However, there are times when it is just better to leave it to the experts. In those cases, here are five tips we know that will help you to reduce the time, and therefore the cost, from your Microsoft Dynamics 365 Partner.
- Explain the why
I often tell my clients, “If you can’t explain why you need that report in a sentence or two, then you haven’t thought it through well enough.” There is a reason for every report.
We are doing two right now. Two identical programs, two similar reports for sales reps. Two completely different reasons why they want the report.
One guy does sales for other companies, and he wants to be able to provide metrics to his suppliers. He wants to show manufacturer A what he is doing for them. Then, he wants to present a completely different set of data for manufacturer B. Each personalized with their logo so he can do PowerPoint presentations.
The other guy wants a Power BI report to see how his salespeople are doing. He wants to analyze his team, to figure out where the holes are, where the trends are. They are using the same data for completely different reasons.
When we know why you want the report, we know how to build it. And we can even offer suggestions you may not even have thought of such as, “You want to see overall sales. Wouldn’t it be cool if we put a trend line on this report that showed you average sales on your bar chart? So, you can see, sales are going up, but over the past three years they’re trending down.”
So be able to explain why you need and who will read it.
- Get rid of the garbage
Everyone in the software industry has heard the phrase, “garbage in, garbage out”. Bad data gives you bad reports. So make sure you invest time for data cleanup. For example, a single wrong keystroke can make 2012 into 1012, and your results suffer. The Microsoft Dynamics Partner can do the cleanup, but it will be more inexpensive than if you do it on your own. Some companies hire interns to comb through the data so they can deliver crisp, clean files to their Microsoft Dynamics 365 Partner.
- Make a mock-up
If you can do a mock-up of the report you are looking for the results will always be better. You can draw it with crayon, on the back of a napkin, whatever. Translating the expectations you have in your mind, into a hard format, is priceless in the planning process.
- Don’t be afraid of the wish list
Some clients are afraid to admit they have a wish list. They think that if they tell me now, the focus will be lost, or the project will become too expensive. However, this can create expensive problems later on.
Think of it like building a house. Someday you want to have a pool, but you are not ready for it yet. If you tell the builder you might want a pool in the future, they can plan around that. It will be much less expensive to put the house in the right place now versus ripping it down and moving it later so you can fit that pool.
An example in the CRM world would be if you someday want to tie the data into a project management tool, an accounting system or a public-facing web portal. Or maybe right now you are only a few salespeople in the office, but a few years from now you want customers to be able to do their own ordering online and have those orders feed into the CRM system.
If you plan for this when you are building your CRM system, it can be structured a bit differently to make this happen. It could be something as simple as creating a table called users, instead of employees, which limits your options.
You want to think about where you want to be in five years and ask your Dynamics 365 Partner to build with that in mind.
- Watch and learn
If you are setting up Power BI reports that pull data from different sources, the first report is always the hardest. If you need several similar reports, you could choose to pay your Microsoft Dynamics 365 Partner to build the first one, then use the data that is sitting there to create your own. A good Partner can show you how to drag a chart over, and slice and dice the data in new ways.
There will be a learning curve on your side, but learning these skills can pay off in the long run.
P2 Automation can help you get the reports you need at an affordable cost. One way we do this is with a to assess your needs and meet your demands.
Read:
to learn more about our . We’ll be happy to help you draw out those crucial insights that you need to make more informed business decisions.
By P2 Automation,
Insider Tips To A Successful CRM Implementation
How do we determine authenticity? From “fake news,” to Nigerian Princes who want to share millions with us, to tv doctors promoting the latest cure-all, how can we know who to trust? Sometimes, it is obvious (chances are nobody is trying to give you a million dollars.)
But what about other everyday decisions we need to make personally and for our business. What criteria do we use in deciding what’s best for us?
Many times we put our trust in the big brand names. Have you ever heard the adage: “nobody ever got fired betting on IBM?”
At one point in time, when IBM was at the top of their game, that adage would have pointed you in the right direction. But times and technology have changed, and IBM didn’t keep up with new technology and customer demands.
So there’s risk involved with relying on big names. Will they be able to continue meeting their commitments and delivering what we need? Do they understand how the world is changing, and will they adjust to stay out front?
When it comes to CRM implementations, it’s sad but true that many things can go wrong and sabotage your organization’s investment.
Depending on which research expert you listen to, forty to seventy percent of CRM projects fail to meet expectations. A lot of time and money is invested in a CRM solution only to have it prove disappointing within a year or so. Money has been lost, time has been wasted, and the business is left with the same problems it sought to solve with the new CRM solution. Maybe your organization can afford wasted money, but who can afford wasted time?
The importance of CRM
As customers become more demanding, more sophisticated, more knowledgeable, a properly chosen and implemented CRM (Customer Relationship Management) solution will allow your team to meet their needs and deliver consistent, high-quality customer experiences. Without such positive experiences, you lose all hope of customer loyalty.
Here are a few specific tips:
- Your CRM project is only an asset if it delivers what you need, what your customers need, what your employees need, and adds value to your business.
- Of course, a well-implemented CRM can do many things. But it will only do those things if your team is using the software properly. To get full , you must focus on making it practical, simple, and easy for your team to use.
- It’s not about what features your management team wants. That’s easy. All management teams want the same thing: an efficient, smooth-running system.
- The question should be, “how do we set up CRM to make the lives of our people easier? How do we make them look at CRM as their best friend?” If you accomplish that, your management goals will be met as a natural result of the front-line team adopting the software.
So a robust CRM solution such as is crucial. But how can you find a reliable Partner to perform the implementation?
The Azamba way
At , we take CRM implementations beyond good intentions. One of the fundamental things we do differently is to offer a 100% Money-Back Guarantee on our services.
Clients learn that it’s not just lip service when we talk about customer-focus. We are sincerely dedicated to our customers and their success. If we don’t hit the mark, we put our money where our mouth is and provide a refund. We’re not perfect. But we strive to be.
We focus on working with customers that we feel we can help. We may not be the perfect fit for every firm, and that’s ok. If you are looking for a CRM solution and we know we can help you best, let’s make the magic happen. If not, we’ll recommend a company that might be better suited for you. It’s that simple.
The path forward
We understand what a huge risk there is with moving forward on business investments. For us, the path is clear. We will continue to stand behind our services and offer expert performance and our .
If you are interested in purchasing a CRM solution and want to know more about our Azamba guarantee, our team and let’s talk about how we can help.
By Azamba Consulting Group,