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.