The Dynamics CRM offers a novel platform which can be used to leverage fresh grounds for commercial activities. It presents a well confounded and structured platform for business development. Getting in league with businesses on a global level and competing on a one on one arena becomes a reality with the Dynamics CRM.
There are many challenges when it comes to implementing a new CRM system. These challenges cover various segments of getting the system into place. It starts with assuring the management that their decision to invest in the MS Dynamics CRM is futuristically sound to ensuring that the employees adopt the system and allow it to significantly impact operations in a positive manner. These challenges are on-going and have to be addressed at different stages of the implementation. A seamless integration involves a lot of ground work before actually going hands on.
What will MS Dynamics CRM do for me?
The first step of the challenge is to assure the top management and the board that MS Dynamics CRM is the key to the future growth of their organisation. Simplifying technical jargon to uncomplicated depictions of how MS Dynamics can make a difference. Not just with customer relationship and contact management but to the profitability and overall advancement of the organisations. Statistics and projections of the wide ranging feature set which will create increased business opportunities.
Mapping – the existing system to the Dynamics CRM
It is essential for the Pragmasys team to first understand the workings of the existing system before proceeding with implementation. This information will provide valuable insight for customising the MS Dynamics CRM to suit the organisations specific requirement. Visualisation of the Dynamics CRM customisation is based on the existing system and information tailoring to leverage a better workflow.
Customising and data migration
Pragmasys will customise the Dynamics CRM to match the current operational methods of the organisation. The Dynamics CRM allows entity level customisation. User forms can be defined with the necessary data fields according to job description. The Dynamics CRM enables comprehensive contact management with a platform to use this for increased business growth prospects. A new system that does not support the existing data leaves employees helpless and unable to continue with their scheduled job functions. Data migration to the MS Dynamics CRM is an essential part of the data table customisation. The field lengths and data types should be able to accommodate the existing data.
Training and preparing the employees
Employee resistance is a major hurdle. The greatest challenge is posed by the refusal to adopt the new system. Employee animosity is common and has to be handled delicately. Fortunately the Dynamics CRM presents a very user friendly dashboard which entices employees. Training schedules which explain the customised Dynamics CRM from the organisational point of view can help employees relate to the new system and accept it easily.
System installation and integration
Installation of the Dynamics CRM takes place in multiples stages. The trial run helps to determine if all aspects are covered. It helps to identify loopholes and areas that are not performing as expected. The current system feasibility is ascertained and modifications can be made accordingly. This stage takes 1/3 of the implementation time. It is important not to rush through the installation stage though the pressure is high and patience is running low on all ends. Performing a thorough and complete installation with all the required modifications in place will allow employees to start using the system without errors.
Pragmasys assures clients of seamless integration with continuous technical support on all ends. Initial hurdles are expected and Pragmasys team is equipped to handle all types of problems related to the MS Dynamics CRM implementation and operations.