Which considerations should you make?
Think big and prioritze
With a platform such as Microsoft Dynamics 365 that can support all customer processes, it may be difficult to know where to begin you CRM considerations. For this reason, we recommend ‘think big and prioritize’.
Having great ambitions does not hurt, as long as we can prioritize the project together.
In order for us to advise you, we must understand your business and your customers’ needs. Only then are we able identify your biggest challenge and develop your customer processes.
Once the first challenge is solved, we can work on the others and create processes that solve them.
That way, we ensure that you embark on the project and that the solution support the customer experience.
When installing Microsoft Dynamics 365 it is always a standard out of the box solution with Microsoft terminology and processes.
In other words, the solution is not attuned to your company, your terminology or processes, and will not bring the value to your business that you would otherwise achieve through the system.
Perhaps you do not work with the term ‘customers’ but with ‘clients’? Perhaps you have multiple sales processes? Perhaps you need additional functionality and integrations that suit your specific needs?
Customizations give a better user and customer experience because they are rooted in your business and customer experience.
Customizations can be simple or complex and should be part of your CRM considerations.
As a consultancy company, our job is to help you implement a solution that adds the most value to your customers.
When we advise you, we draw on our experience with + 150 projects from different sectors.
We always ensure that the solution is designed architecturally correct and that we are can maintain it through its life cycle.
We also have developers at our disposal that are passionate about technical challenges and who can make customizations beyond the standard.
When you introduce a new CRM system, the organisation usually alters existing business processes and develops new processes. It may be about new ways to integrate with the customer and, perhaps, new types of customer relationships.
Experience shows that training is the primary factor when it comes to anchoring the change in the organisation. We are aware that the value of the CRM solution often depends entirely on this change.
So we advise on Change Management. We do not base our work on theoretical models. Instead, we base our advice on 14 years of experience of what works in practice across various industries.
Choice of technological platform
Choice of technological platform should also be part of your CRM considerations. MicroPartner is dedicated to CRM and ERP. But we are not dedicated to a specific technology or vendor. We advise impartially and are basically system-independent. The customer’s needs, demands and desires must be what leads to the right technology platform.
We most often advise on the basis of the project document, which we conduct in collaboration with the customer.
CRM considerations: cloud or on-premise?
Advise on the basis of all the dimensions
MicroPartner advises on the basis of all the dimensions, and we would like to join you in taking responsibility for the right solution.
We do this as independent sparring partners, because we offer both types of hosted solutions. We also have many years of experience with on-premise environments, both large and small.
Hosted Microsoft Dynamics 365:
- Partner-hosted CRM. Here, the system is placed on the company’s own servers.
- CRM Online. Here, the system is hosted by Microsoft.
Operating internally or running CRM as a cloud solution?
One should consider quite a few factors before choosing between operating internally and running CRM as a cloud solution. Too often, the decision is based on just one dimension, which is price. But the price is based on the repeated monthly cost for a single hosted user and not on the total costs over e.g. 5 years.
License types, integration with other back-end systems, cost of downtime, control over updates, storage space, outbound traffic and other elements should be included in the overall decision making.
From on-premise to online
CRM considerations: from on-premise to cloud
It may seem overwhelming going from CRM from on-premise to online and thus in the cloud. But what are the benefits of going online and how long does it take?
There are many advantages of going from on-premise to online. For example, your solution becomes part of the Microsoft Dynamics 365 platform, which means that you will benefit from Microsoft’s regular updates and new features.
The benefits are many:
Move your CRM to the cloud
We work with a standardized process where we review different phases in collaboration with you, ensuring that we get from ‘analysis’ to ‘go live’ in the most appropriate and cost-effective way.
Our process ensures that we uncover all aspects of your current solution before the final migration to the cloud.
How long will it take?
As our process is standardized, you will be in the cloud in 6 weeks.
Fill out the form and read about our process and the road to the cloud.