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Choosing a CRM Partner with Confidence

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You’ve decided on your technical solution.  Now you want to choose a CRM partner to help you make it happen.  This decision is at least as important (if not more so) than the technology decision.

There are few really bad CRM technologies out there, but there are some ‘CRM experts’ who can make the technology really bad - they create the nightmare from your dream business solution!

Read more: Choosing a CRM Partner with Confidence

Microsoft Dynamics 365 Online or On Premise? Which is the most appropriate for you?

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Deciding whether to select Microsoft Dynamics 365 Online or On Premise is probably one of the most important technical decisions in your Microsoft Dynamics 365 project. And, it is not as simple as deciding how much involvement you want your IT team to have, or how much time your IT team have. And neither does because you need access from outside the office means you have to have Microsoft Dynamics 365 Online, nor does because your data must be kept secure mean that you have to have on Microsoft Dynamics 365 premise.

And Microsoft Dynamics 365 Online is NOT the only way to get a Cloud solution of Microsoft Dynamics 365.

Late last year Microsoft released Microsoft Dynamics 365.  Microsoft Dynamics 365 is a product line of enterprise resource planning (ERP) and customer relationship management (CRM) applications.  This article applies to CRM functionality within Microsoft Dynamics 365 and also to older versions of Microsoft Dynamics CRM.

Read more: Online or On Premise?  Which is the most appropriate version of Microsoft Dynamics 365 for you?

What Dynamics 365 means to you – whether you are a CRM Online user, a CRM on-premise user or partner hosted CRM user

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CRM is dead – long live CRM

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To download our whitepaper "What Dynamics 365 means to you - whether you are an online user or a CRM on-premises user partner hosted CRM user, click on the button 

On 1st November 2016, Microsoft will launch Dynamics 365 in the United States.  From an ERP and CRM software perspective, Dynamics 365 is mostly a change to branding and bundling.  So how will the focus change from CRM, and particularly CRM Online, to Dynamics 365 affect you?

Read more: What Dynamics 365 means to you

How an expert solution architect consultant will save you money – possibly lots of money

This week I have been working with an interesting client. This client creates orders in CRM and needs the information in Xero (their accounting package) for invoicing. There are many ways of solving this problem. Working with the client, we have reduced the time taken per order by about 30 minutes. At a nominal $50 per hour that is saving this client about $5,000 per month in time alone. Additionally we are saving paper (about a ream per month) and printing resources.

Their process at the moment is

1. Enter the order in CRM
2. Update the status to fulfilled
3. Run a (custom) report
4. Print the report
5. Scan and email the report to another user
6. Second user rekeys the data into Xero

This is the process that was recommended to them by a previous CRM contractor.

From next week their process will be:

Read more: How an expert solution architect consultant will save you money – possibly lots of money

End users - the forgotten foot soldiers of CRM success

End-Users - the forgotten foot-soldiers of CRM success

Too many CRM projects fail and in doing so, the business experiences an overload of wastage – mostly time and money.

Time spent fixing the problems could have been avoided very easily and the money that has walked out the door in lost sales…well…

This leaves the people, from the CEO to the end-user frustrated, confused and frustrated again.

The major reason for the failure particularly after the project goes live is because users do not use the solution.  Users do not use the solution because, to them, its better the devil we know; however, this doesn’t help your organisation move with the fast-paced market that you are in. And as a result your organisation will certainly not be getting the expected return from the business intelligence that the CRM solution is expected to deliver.

If this is you then it is time to ask again what your CRM Solution is meant to do.  What results do you want from it?

Read more: End-Users - the forgotten foot-soldiers of CRM success

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Opsis is an expert Microsoft Dynamics 365 consulting company. Our focus is your Microsoft Dynamics 365 success - not licence sales or billable hours. As Principal Consultant, Gill oversees all business operations and strategic planning and execution, yet she still believes in offering personal attention to each and every client, so as to understand their needs and offer tailored solutions.  We are based in Sydney, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  We offer Microsoft Dynamics 365 strategy, Microsoft Dynamics 365 scoping, Microsoft Dynamics 365 implementation, Microsoft Dynamics 365 technical support, Microsoft Dynamics 365 advice and guidance, Microsoft Dynamics 365 training and mentoring.