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Tips for a successful implementation

[Applies to: Microsoft Dynamics CRM 4.0]

The following list identifies some operational changes associated with transitioning to Microsoft Dynamics CRM:

  • The organization must develop processes and tools that will add long-term customer value. The organization must be an active participant in marketing activities to generate customers and create brand loyalty.
  • The initial deployment period will affect productivity. Learning a new way to do daily tasks is time-consuming and might be frustrating. This could result in an initial reduction in productivity.
  • Customer relationships are owned by the organization, not the individual. Customers become organization assets, not clients of the salespeople they work with. This means that, if a salesperson leaves, his or her customer relationships remain with the organization instead of leaving with the salesperson.
  • Users must see Microsoft Dynamics CRM as a tool to help them. If users perceive Microsoft Dynamics CRM as a tool for organizational efficiency analysis and resist using it, the data the system generates will be inaccurate.

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