Delivering Your MS CRM Solution
Our years of experience have enabled us to develop a process that saves you time and makes your CRM solution more effective. Take a look at our approach:
We help you determine the best solutions for your company, including:
- CRM Implementation Plans
- Training Plans
- Hardware Recommendations
- CRM Customizations
- Data Migration Options
To minimize training issues, we analyze your existing database structure and replicate it in Microsoft CRM with:
- Changes in the Structure for Stability
- Enhancements in the Database for Performance
We’ll create the customizations and programming needed so your solution:
- Perfectly Meets Your Needs
- Increases Your Performance
- Improves Your Bottom Line
We’ll handle the CRM installation for you or work with your IT group to:
- Implement with a Tried and True Process
- Install & Configure CRM Server
- Install & Configure CRM Client Software on Your PCs
We carefully convert your existing data into your customized CRM solution.
- The First Time to Test and Train
- A Second Time Prior to the Cut Over
We train your existing staff to take advantage of the functionality of your CRM solution, so they can be productive from day one.
- We Recommend One Day Per End User
- Two Days for System Administrators
- Learn to Use Your System
- Discover Methods for Efficiency
Once we get you set up, we won’t be strangers. After you’ve been up and running for a month, we’ll get together to:
- Plan Additional CRM Enhancement
- Conduct Additional Performance Evaluations
- Address Productivity Requirements
- Integrate CRM with Back-office Systems
The Microsoft CRM database structure can be used to create tailored systems to:
- Store Track Information Specific to Your Business
- Streamline Your Processes
Your CRM will connect your front and back office operations. This allows your sales and service teams to increase productivity by:
- Reviewing Invoice Data
- Accessing Accounts Receivable
- Having Customer Data On Hand
Share Critical Information Among Your Employees
MS CRM's Sales and Customer Service modules allow your employees to view, update, and share information across the various teams and departments within your company.
