Preparing for CRM – Priorities

Microsoft Dynamics 365 is one of the most customisable products of its kind on the market. This is both a gift and a curse.  As you run through your processes you’ll find brilliant new ways of working faster and smarter.  Fantastic – but this can start to increase the scope of your project.  This is great if you have a huge budget and/or unlimited time and resource.  But, the reality check is that it will take time and money to implement, and you will have a finite budget/resource/timeframe.

You need to Prioritise!

Preparing for CRM Priorities

Your agreed project Goals and Objectives, will go some way to helping you do this but having a longer-term view is always useful, so don’t throw that away.  Having something to aim for means that you are able to take more appropriate immediate term decisions that should form a strong foundation for a system.  But realistically you will not have the time or budget to do it all at once.  Planning each stage/phase of your implementation helps you manage expectations (and budget) while still getting valuable input from across the business.  The advantages of implementing a simpler initial system:

  • Offers users time to acclimatise to a new way of working, thus aiding user adoption
  • Allows you to focus on getting those basics right, including the right data
  • And allows you to better define subsequent phases based on practical experience of the foundation you started with.
  • Provides a quicker ROI on a smaller investment – FDs like this!

Here’s a few tips to consider when Preparing for initial phase:

  1. Identify the primary/critical processes you have to support
  2. What standard CRM functions can you benefit from immediately?
  3. What automation can you do without? – manual processing is good to prove a new process with minimal investment
  4. What integrations must you have? Outlook, is pretty common and out-of-the-box in most cases

These tips will help you deliver a Minimum Viable Product (MVP) with the least investment you need to make to get a worthwhile return.

Phase two or three need not be that far behind phase one, but focusing on the MVP is a great way to ensure the core system is as simple and strong foundation as possible, and will serve your business well going forward.

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