Playing snakes and ladders can be fun, especially when you find and race up all the ladders; but when you seem to find all the lurking snakes, the fun will not seem fun for long. At least in the world of the children's games, you can put it down to the luck of the dice. In the real world, it can be even more frustrating, and usually there is no dice to blame.
Implementing CRM into a business is not easy. However, there are things that you can do that will make the project easier, bringing you closer to a successful conclusion (ladders), and equally, things that you can do that will make it harder making it less likely that you will meet your business needs on time and on budget (snakes).
CRM projects are only partially about technology. They key to a successful project is to be aware of all of the components:
CRM projects also require a different paradigm – one not focussed on development, but on delivering a solution. The vast majority of projects start from one of the established CRM technologies, so the project is not about developing a CRM solution from scratch, but about configuring the selected software so it meets the business needs well. This means focussing on the gap between the features that the selected technology offers and the business requirements, rather than developing from scratch. To achieve this, your team need to know what is available out of the box, and design the solution accordingly.
Below I will show some of the key ways to ensure success, i.e. to climb the ladders, and I will help you identify the lurking snakes, i.e. the quick routes to failure.
Once you have thrown that elusive double six – getting board and budgetary approval to go ahead with this project - make sure that you climb the ladders and avoid the snakes. This is not as easy as it might sound, especially if you have not done a project similar to this before. If you would like more help in finding the ladders and avoiding the snakes, please contact us .
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.