A Recipe for a Successful Microsoft Dynamics CRM Project with Your CRM Partner

A Recipe for a Successful Microsoft Dynamics CRM Project with Your CRM Partner

May Blog Series: A Recipe For…

Insights From: Mary Bradley (Fullscope Business Development Manager)​

When approaching a Microsoft Dynamics CRM project, there are key aspects to help create a recipe for success with your Dynamics CRM partner. Developing a thought-out project roadmap and assembling the right team of stakeholders and champions are critical components for the success of the CRM solution.  

Keep Goals Specific

At the beginning of a Microsoft Dynamics CRM project, manufacturers should ask: What are the specific and measurable goals for this project?  Defining goals early on and determining what metrics to measure each by during each phase is a crucial step in holding your CRM partner accountable. A true partner will reinforce the goals, and they will measure their own success by how well they achieved the goals set forth by the customer at the six month and one year marks—not just at the time of delivery.

Focus on Time to Value

Time to value is critical to a CRM project because it supplies real benefit to the team. By keeping projects in check and realizing that the entire ship cannot be built in one phase, manufacturers can translate time saved into business value. After phase one is delivered, it's likely that changes to the solution will need to be made as the solution is incorporated into daily life.  These changes can be easily managed by a System Administrator if they have been provided with appropriate training along the way by their partner.  For more complex changes the partner can help as part of phase two or three down the road.

Make a Roadmap

Manufacturers should create a roadmap for user adoption in order to get the full benefit from the CRM solution.  Providing access to self-directed training and working with a CRM partner who will guide power users through training helps create an atmosphere of knowledge. This allows for an easier transition and a feeling of ownership of the solution.

Implement with the End in Mind

Focus on how the solution can make the manufacturing organization productive, and don't implement unnecessary features. Manufacturers should ask the following questions:

  1. Why is a feature needed, and is it needed now as opposed to a later phase?
  2. Does the feature provide a specific benefit to the business?
  3. How long will the deployment take, and why?
  4. Which deployment approach best suits the businesses' current and future needs?

Identify Key Players

Identify an internal project team that understands how the business works, and look to them for insights into the user community. Internal buy-in from executives and stakeholders also plays a key role in driving a successful project forward. A CRM solution cannot be fully driven, supported and delivered solely by the IT team. The stakeholders should be made up of executives, early adopters and power users. These individuals will help usher in the new way of doing business for the rest of the teams, and they will provide a voice for the user community. Building enthusiasm from the top down, encouraging buy-in from the future primary users and identifying KPI's early on will help set up your CRM delivery team for success and encourage internal user adoption.

Harness the power of Microsoft Dynamics CRM for your manufacturing company. Contact our CRM experts for more information or schedule a demo today.​​

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CRM, Dynamics CRM, Microsoft CRM, Microsoft Dynamics CRM, CRM Implementation