So, you’re done? Your new CRM is now implemented into your company after months of effort, work, meetings, and research? With your firm, you’ve successfully designed a CRM that reflects your image and your needs?
Even though it hasn’t been always easy, you definitely deserve a high-five for all your effort, constant work, and dedication along the way. Now, you have a CRM at your disposal to improve your daily life, expand your business, and reach even higher goals. That sounds neat, if only you hadn’t experienced some difficulties in the last few weeks. Am I right?
Well, you’re not the first. In fact, it would be surprising if you didn’t have any little problems. It’s normal, after all. CRMs are so complex and subtle, and your workflow is so unique that you need time to adjust.
However, your Microsoft Dynamics CRM provider should be on the line right now helping you fixing it. They’ve lost your file? The person you are talking to has no idea whatsoever about your CRM and your particularities? This isn’t good.
Before panicking, remember that there are professionals there to help you with procedures, even after your CRM implementation. You want to know the most common solution? Just keep breathing while you read on.
Step 1: Read your Microsoft Dynamics CRM support documentation
A good Microsoft Dynamics CRM provider should have given you a big document including all the processes unique to your CRM, all the transition modules, and all about the in-house developments. They should have taken the time to explain it to you, to help you understand all the details.
A good documentation and transition period marked by an extensive explanation of all the particularities is the first step toward a successful post-implementation. Sadly, only a handful of Microsoft Dynamics CRM providers will take the time to do this correctly.
Step 2: Involve a customer service representative at the beginning of the project
Why? Because of exactly what happened an hour ago when you called your CRM provider and realised after an extensive—yet useless—line of questioning, that the agent doesn’t know you, your Microsoft Dynamics CRM, or your particularities.
By involving customer service representative at the very beginning, you will get to know your new allies. Mainly, they will learn your project to the fullest extent. When everything doesn’t work out the way you want, you will have someone that really knows your Microsoft Dynamics CRM to rely on.
Step 3: The principal consultant* is slowly packing their bags
There’s no rush for goodbyes, especially in the CRM world. After working together for months, you certainly don’t want to have a farewell party for your first consultant too soon.
Stay connected for a while, and make sure that your consultant transfers all the information to the support representatives. They’ll find a way to share all the information, the particularities, and the specific needs of your Microsoft Dynamics CRM.
That way, you won’t be left out once your Microsoft Dynamics CRM is all installed and ready-to-use in real life. You’ll have a safety harness composed of a consultant and a support representative to help you achieve a successful CRM implementation!
If you don’t have it already, find it.
Because not only will it improve your overall experience with your CRM, but it will also guarantee success for you and your team! You’ll maximise your CRM usage, and really be able to optimize your business with it.
How do we know so much about Microsoft Dynamics CRM post-implementation success?
It’s simple: we help clients successfully implement their CRM everyday. Gestisoft, with years of experience, has created these three steps to guarantee the best support for its clients along the sometimes-difficult road to CRM implementation.
We know how to ensure a post-implementation life free of problems and bumps so well that we have built our whole procedure around it. This is why our teams are trained, and hired to support you in your daily life with an efficient transfer of knowledge, and a transition phase that goes smoothly. That way, our support agents have the same information as our consultant!