Title: Microsoft Dynamics CRM Consultant | Cynoteck
1(No Transcript)
2Do, you think that running a business is easy?
No, its not at all an easy task! Even, if you
have the best workforce, team members with ample
knowledge the most effective skills, but still
it takes a lot of time effort in putting
everything in place.
An effectively implemented Dynamics CRM instance
can help a business in handling most of the
problems.
Buying this software is an easy task, you can
consider on premises deployment if you have an IT
team or you can go with the much flexible online
cloud version of Microsoft Dynamics CRM, but the
bigger challenge is its implementation in the
right way so that it aligns with your business
towards the right prospective under the expert
guidance.
3Here are 9 simple steps using which you can
implement Microsoft Dynamics CRM effectively in
your organization
- Qualify This is the foremost stage that defines
all the bench-marking of all the processes
their responsibilities towards your organization.
At this stage, major business concepts along with
the issues are brought forward, so that an
effective solutions can be achieved. In short,
proper understanding of the business is done in
this stage.
- Commence And, next comes the second stage where
the most efficient team for the project is
created along with the framework of the overall
plan. This is considered as a most crucial stage
because in this outline and understanding of the
project is done for achieving the desired goals.
Also, during this strategy, three elements are
considered
1. Development processes are defined
2. Roles responsibilities are
clarified 3. For all customer
information, one common source is ensured
4- Definition This step usually carries the
organizations current business IT strategies
with proper analysis and understanding.
- Designing The design phase of the whole process
is held responsible for the overall look of the
process. In this, all the business processes are
re-designed in order to ensure the efficient
working in accordance with the project
objectives. All the requirements of the business
plan are taken into consideration from various
other departments by taking appropriate actions
by the dynamics CRM.
- Assemble In this phase, the conceptual design
of the solutions starts to take an appropriate
shape. All the customer specifications like
reports, interfaces and programs/ applications
can easily viewed here.
- Preparation Here, all the solutions being
discussed during the definition designing phase
are compared. Whatever changes required can be
easily view here.
5- Transfer Being the key stage, companies carry
out a workshop with the employee to ensure they
are trained enough to work with the Dynamic CRM
Software. Also, at this stage, it is ensured that
the work is carried out efficiently or not.
- Help For the smooth flow of the activities
along with the whole business cycle, a business
company provides additional help.
- Analysis During this stage, a complete analysis
is carried out to know about the smooth running
of the business and how trained staff is managing
the software from the organizations point of
view.