Edgewater Fullscope Blog

Snowball Challenge

Dec 19, 2017 2:07 PM

One of our clients have thought up a brilliant way to incorporate the Christmas spirit into driving their end users into updating and enriching data in D365 CRM. In our monthly session together back in October, yes I know we shouldn’t be talking about Christmas in October, we were talking about ways to get adoption and to get end users to make sure their data is correct, up to date and all the information they know has been completed in CRM, therefore we flippantly discussed incorporating a Christmas challenge and incentive to drive people into the system and to also get people to review and improve the account data that they have a relationship with. In the next monthly session we had together the admin team, along with Leadership team communicating out the “Christmas Challenge” and incentives, demonstrated their unique way to bring a bit of fun and internal office competition into updating data in CRM with a Christmassy feel to the whole experience.

Read More

Incorporating the Corporate Training Program Leads to CRM Success

Oct 8, 2017 8:00 PM

In our previous article we discussed, Three ways CORE Leads an Organization in becoming CRM Ready. The CRM Ready model mirrors the actions of other companies who have been the most successful in CRM. Now let' discuss how the Fullscope corporate training program (CTP) is a part of D365 University and meshes with building block number two of the CRM Ready model, which is about training, or having a training system.

Read More

3 Ways CORE Leads an Organization in Becoming CRM Ready

Sep 12, 2017 8:00 PM

Let's first start by going through a rundown of everything we've learned so far about the CRM Ready model. The CRM Ready model is an aspirational goal that Fullscope has for our customers. We want our clients to utilize this because it has been fashioned after other companies who have been the most successful in CRM. We work to move everyone that comes on board with us towards the CRM Ready model because it works. 

Read More

Choosing the Right Partner for a CRM Initiative

Aug 28, 2017 8:00 PM

Often when working with a new customer it’s the second time they’re updating their software or kicking off a CRM initiative. Something we hear quite often in these instances is “Our last partner let us do whatever we wanted.” You CAN do almost anything with CRM. You can use it for sales, marketing, and service and roll everything out at once. However, if you do too much, or don’t focus on really important business objectives, lacking to no adoption is a common consequence. Ultimately, in these scenarios, the company ends up wasting hundreds of thousands of dollars. How do you prevent that from happening?

Read More

Setting your Business up for Successful CRM: Organizational Structure is Key

Jul 12, 2017 8:00 PM

In my last post, The Key to Long Term CRM Success, I focused on the CRM Ready Model.  It is a model based on the systems and processes we have seen the most successful organizations implement to get the most from their CRM initiative.

Read More

Updated Solution Release: User Adoption Solution Version 3.1.1 for Microsoft Dynamics

Jun 11, 2017 8:00 PM

Fullscope’s User Adoption Solution is a key part of our overall user adoption strategy and process, allowing clients to track user activity on a broad range of activities.

Read More

More than a CRM Partner, a Business Advocate

Mar 23, 2017 8:00 PM

We have a lot of information online about our approach from an implementation, education and adoption standpoint. We’ve developed a very special methodology to ensure that our customers fit into the CRM success statistics vs. failed CRM implementation stats. However, before our customers ever become customers there are a few key conversations that have to happen. Towards the end of these conversations is the proposal review. I’d like to share with you a few things you can count on from our team in a proposal review:

Read More

Are you IN? CRMUG Summit 2015

Oct 1, 2015 8:00 PM

[vc_row][vc_column][vc_column_text disable_pattern="true" align="left" margin_bottom="0"]The CRMUG Summit 2015 is arguably one of the best Microsoft Dynamics CRM events of the year. Go All IN for four days of INcomparable learning, sharing and networking with fellow Microsoft Dynamics CRM users. If you haven't registered, then take a look at the Top 15 reasons to attend here

Read More