10 Mar Don’t let your CRM system become “shelf-ware”
What You Really Want Is A Solution Everyone Is Happy To Use – Anywhere, Anytime!
The success of any CRM project is often measured in terms of “does it meet the spec” – whatever that spec was in the first place.
Here at CRM Dynamics Ltd , we encourage end-user involvement wherever possible. We will start by finding out what they like or dislike about existing systems, what improvements they really need in the new system in terms of usability and also reporting.
What will make their life easier?
Dynamics 365 Adoption Model
When using Dynamics 365 to replace an earlier system, too much focus is often placed on replacing the old system with like for like functionality with a new interface, and maybe a few new bits added in. Dynamics 365 offers so much more – and this is the ideal time to fully re-vamp existing systems and exploit Dynamics 365 to the full.
The overall interface is easier to navigate and flows more naturally – so much quicker to use. A quote from one of our customers after moving to Dynamics 365 from GoldMine, where the aim was not to simply reproduce GoldMine, but to enhance and improve the overall process.
Dynamics 365 Key Interaction Points
There are three key areas from which most people interact with Dynamics 365.
- Dashboards – to get an overview of “your” CRM
- Views – a variety of different lists of records within the system
- Forms – the ‘record card’ for each record type in the system