Implementing Successful CRM Project

To implement a successful CRM project, for a start, you need to have a good project manager that can manage the project (communications, scope, cost, time/schedule, etc.) and technically competent team to develop & deploy the CRM solution.  That’s a basic starting point. A seasoned project manager will leverage his/her past experiences and adopt various …

Which CRM Solution is right for your organization?

There are many factors that can influence a CRM solution scope for an organization.  Factors may include meeting specific timeline, budget, business requirements, user/department preferences, available resources and technologies, and others.  Thus there’s always going to be some tradeoffs and negotiations in scope/feature, cost, and/or timeline in successfully implementing a CRM solution. In the previous …

Basic, Standalone, or Integrated CRM Solution?

So, you’ve finally decided on Microsoft Dynamics CRM solution for your Small and Medium-sized Business (SMB) organization and now you need to implement it. Before you get yourself into knee deep in implementation, you need to ask yourself “What type of CRM solution is right for my organization from budget and scope standpoint?” This is …