Observations from the field

I thought I would post a couple observations from my visits with customers and partners.

MS CRM recently surpassed 11,000+ business customers and 475,000+ users representing every size and type of organization. The consistent driving factor among our newest clients is recognition that:

Outlook is already the most reliable and current source for tracking customer information and dialogue.
o Activities, communications, clients and engagement history are most accurate in Outlook.
o Your users have already endorsed it as your CRM platform, why force a change of that acceptance?

UI User Adoption is immediate thereby eliminating the biggest cause of CRM failure.
o Outlook’s interface is friendly, powerful, familiar and requires minimum training.
o Your employees continue to use the application they already know and use on a daily basis.

Microsoft CRM simply extends what you already own.
o Leverage your existing investment rather than purchasing and introducing additional applications into your IT ecosystem.
o Your IT team will appreciate one source of integrated technology which reduces training, rollout, management and risk.

It is extremely easy to implement a phased rollout based on need and matching your organizational goals.
o Begin with client management, project management, and reporting, then build automated workflow, eventually connecting into your back office system, and finally integrate to additional internal/external partners and customer systems.

If you’ve experienced exceptional growth or are facing increased competition then Microsoft Dynamics CRM is designed for the many changes a company experiences. This is the ideal time to further investigate how CRM can best meet your growing needs.


Regards,
Jon Petrucelli
President and Founder
ProductiveGap Corp - http://www.productivegap.com/