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While NOT required to use a partner, it can significantly improve your deployment to connect with one of our Microsoft Dynamics CRM partners. Sometimes it helps to have a third party in to provide valuable insight from years of broad experience to provide an objective view of your world. Know when to connect with a partner Not all processes are GOOD processes.But, not all processes are GOOD processes transition to “partner” topic/slide
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It should help you bring consistency to your processes to help ensure repeatability among your team members, new hires, etc.
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#Microsoft dynamics crm software
Know your business and processes What makes your business tick? Document customer-facing functions & roles Expose unnecessary, redundant processes What can be (or should be) automated? CRM system should adapt to your business not vice-versa Workflows, field names, reports should match your business requirements WHAT MAKES YOUR BUSINESS TICK? Critical to understand and document what makes your business tick…what are your critical processes that drive your sales, marketing and service functions? Examples: How are leads routed – or how should they be? What are the three steps that should follow an initial positive sales call with a prospect? Do you have a way of knowing where deals might be “stuck”? Why are our sales team always missing repeat business opportunities? WHAT CAN BE AUTOMATED? The CRM software should be able to adapt to your processes not require you to adapt to it.Emphasize that partners should be added value by helping get the foundation built: Document sales, marketing and service processes AND ensure MS CRM works the way their business does Bring in experience of other CRM deployments and apply best practices to all engagements Determine needs for “personalization” or deeper customization Training – staff, management Hosting if applicable Help decide about deployment method best for them We’d like to dive deeper into the subject of “deployment choices” and introduce you to our newest CRM offering, Microsoft Dynamics CRM Online Know your deployment options Know when to connect with a partner Not all processes are GOOD processes. Know your desired outcomes Am I looking to: Increase sales? Get better information about my customers buying patterns? Track pipeline or opportunities? Measure performance – sales, marketing, service? Know your business and processes Critical to understand and document what makes your business tick…what are your critical processes that drive your sales, marketing and service functions? How are leads routed – or how should they be? What are the three steps that should follow an initial positive sales call with a prospect? The CRM software should be able to adapt to your processes not vice-versa. The talking points below will repeat on these individual slides. Slides following this slide will go into each bullet.“CRM is just too complex for my business” It can be if you make it that way “Only the big companies use CRM” But all companies need to understand their customers “It’ll cost me way too much” Certain options allow you to minimize costs while getting power of CRM “You go through all this trouble and no one uses it anyway” Biggest concern – many CRM systems don’t work like people do day-to-day “I’ll have to change everything about my business” A good system should be flexible to adapt to you, not require the reverse “I don’t have the technology or the team to make CRM work” Often heard issue event with the big companies – options exist to help you here.