Following on from my previous blog post which, unashamedly, focused on user adoption and making sure it happens, I thought it might be useful to take a look at the other great post go-live challenge; change control. For clarity, in this instance I am not talking about managing the organisational Continue Reading
The system is live – now the real work starts!
In my own (somewhat geeky) opinion, the warm glow of a new CRM system successfully deployed is one of the best feelings in world. There is something deeply satisfying at seeing all the imported data sitting in the correct fields, all beautifully formatted on a pristine looking user interface. And Continue Reading
CRM Reporting – Prior Planning Prevents P Poor Performance
At some point, either during or after implementation of your CRM system, someone in your company is going to ask you for some reports. Inevitably, the one report they ask for will be the one for which you either don’t have the data or the one that requires you to Continue Reading
CRM integration design – the options
Often, one of the most technical parts of a CRM implementation project is the integration of the CRM platform to other back or front office systems. In my experience, organisations are often happy to let their implementation partners worry about the technical detail as long as the business outcome is Continue Reading
The art of the successful CRM system go live…
Picture the scene. You and your implementation partner have been working for months to implement your carefully thought out CRM system. The requirements specification has been met and the day to set the system live has finally arrived. Your excitement levels are at maximum as you look forward to the Continue Reading
Making a success of CRM data migrations
One of the most critical aspects of any CRM implementation is the successful migration of data from legacy systems to your shiny new software. Unfortunately, going live to your users with poor data is a sure-fire way of denting their confidence in the system from day one and hence decreasing Continue Reading
An assessment of the new features of Microsoft Dynamics 365 V9
With Microsoft’s latest version of Dynamics 365 (version 9) now rolling out it is an opportune time to look at those new features that, in my opinion, will have the most impact on users of the system. For the sake of clarity, I will only be looking at features that Continue Reading