25 ways to maximise your implementation of Microsoft Dynamics CRM - Part 1

LONDON - March 26, 2013 - PRLog -- #1 Invest in end user training

User training is critical to every successful implementation of a CRM system. An effective user acceptance testing period followed by dedicated workshops for different business units sets the foundation for user adoption and ultimately a successful CRM implementation that adds real value across your organisation.

Our train the trainer sessions enable key defined users within organisations the ability to relay information and train users internally. From a user's point of view they always have someone internally to contact with any issues and training requirements, maximising internal collaboration and positive CRM adoption.  

#2 Maximise the power of social

Leveraging knowledge of your customers and prospects to allow effective and meaningful communications through Social media is becoming a key focus for many organisations.

Leveraging Social CRM allows marketing, sales and service teams deep and meaningful analytics on relevant conversations, brand mentions and customer / prospect discussions. This intelligence can be utilised to further segment target groups, map customer and industry trends and ultimately empower more meaningful interactions to boost customer loyalty and brand perception.

#3 Integrate with your existing solutions

Integrating Microsoft Dynamics CRM to expand your CRM capabilities and improve your existing systems and processes is now common process.

Back office Finance systems (such as Sage 200) is a common example of utilising CRM to empower staff across your business. Pythagoras can connect your Sage 200 back office system to Microsoft Dynamics CRM via our Linkworks accelerator.

#4 Market the deployment internally

We see many of our customers now proactively creating a buzz around CRM internally. User groups, marketing awareness campaigns, lunch and learn sessions are all now common practice to ensure user uptake and understanding of the benefits is maximised.

#5 Website Integration

Why use your CRM implementation to just house data?

Website integration allows you to streamline the sales process, kicking off automated workflows when prospects visit your site, request information and /or complete web forms. This vital data is automatically stored in CRM where it can be nurtured to through to close.

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For more information contact our experts on 01628 519 000 or by emailing info@pythagoras.co.uk