The case can always be made to select and prioritize phases for change that make sense for an organization. Today, many organizations find themselves on different versions of interoperable products from Microsoft; and, perhaps other vendors as well. Rather than an organization thinking they should overhaul Microsoft SharePoint 2013, Microsoft Office 2013, and Microsoft Dynamics CRM 2013 systems as a necessity, they need to consider why moving to the “Lucky 13” triad is a smart decision.
The goal behind a CRM system usually consists of a 360-degree view of the customer and building strong, emotional relationships. However, before you can have a successful CRM system you must have a CRM strategy. Many people mistakenly think that CRM is only a technology investment... which explains where many efforts fall short.
Many factors are going to drive changes in 2014. Old school advertising is becoming less effective, customers are becoming dramatically more sophisticated, and engaging your customer’s (the way they want to be engaged) is more important than ever before. To start 2014, we offer 4 trends to watch related to CRM (Customer Relationship Management):
Implementing a Customer Relationship Management (CRM) system such as Microsoft Dynamics CRM can provide your business a lot of value. It can help to drive greater customer satisfaction, better engagement, increased sales, and improve your overall sales pipeline. These reasons are commonly used to justify an initial investment in a CRM system; however, significantly more value can be realized by taking it beyond the basics.
Congratulations! Your organization is taking the leap and moving Microsoft Dynamics ERP and Microsoft Dynamics CRM to the cloud. Enjoy the cost savings, scalability and flexible access options the cloud will provide for the organization, and the move could not come soon enough.
Often when customers are requesting customizations and changes to Microsoft Dynamics CRM, the types of scripts in customer requirements or specifically requested by a client are not those that require a lot of complexity. Some of those types of scripts include requests such as:
Microsoft Dynamics CRM is built to be user friendly making operations streamlined and efficient while being complex enough to handle user needs. Once users dive in and utilize the software, they find any information about clients and campaigns right at their fingertips.