Customer relationship management solutions are effective tools for connecting businesses with clients. Companies that achieve successful implementations can gain insight into customer information such as sales histories, current contracts and year-to-date earnings to offer more personalized assistance to help their firms improve even more.
Getting to this point, however, is the real challenge. Organizations are struggling mightily to maximize their investments in CRM suites. Destination CRM recently reported surveys have discovered nearly 75 percent of firms are facing problems with their product launches. Almost two-thirds of sales representatives at these companies often spend their days focused on less important tasks than actually selling goods and services to clients.
A Sales Benchmark Index report found just 42 percent of sales teams follow documented processes when selling. What’s more troubling is that less than 12 percent of these departments actually follow these protocols, according to the news provider.
All of these challenges with CRM result in a solution that fails to deliver on its promise of improving relationships with clients and providing a valuable tool to the sales team. Ultimately, these problems turn a firm’s CRM “investment into a boat anchor,” Destination CRM emphasized.
Go with someone you can trust
Due to the complexity of a CRM integration, you will want to be selective with who you partner with for the project. Implementations may take up to several months during which you will be working closely with your CRM provider, so it is important to select a company you trust and who has experience to ensure a smooth transition.
Not all CRM applications are created equal. A Gartner report named Microsoft as one of the best CRM vendors in its Magic Quadrant study for its CRM and CRM Online suites.
With Microsoft Dynamics CRM, users can select an on-site deployment or one hosted in the cloud. Businesses with mobile task force or multiple locations may want to consider going with the cloud solution that allows employees to connect with their departments on an organizational-wide basis.
Microsoft Dynamics CRM Online system has come a long way since 2012, gaining significant traction in the CRM market.
“Large sales organizations with more than 500 users have begun to consider and select the product. The offering is functionally equivalent to Microsoft Dynamics CRM on-premises, but there will be variances because the online version is on a different release cycle than on-premises (twice a year for online versus once a year for on-premises),” Gartner explained.
Gartner said Microsoft’s on-premise solutions offer integration with SQL Server, Lync, Visual Studio, SharePoint and Outlook, as well as better total cost of ownership than its cloud counterpart.
Make the most of your CRM selection with Pinnacle
As Destination CRM highlighted, successful CRM implementations are not always easy. Selecting a tool such as Microsoft Dynamics is a great step toward minimizing any complications. Partnering with a leading IT managed services provider such as Pinnacle, an Advanced Imaging Solutions company, is another way to overcome implementation challenges and maximize investments in this powerful software.
At Pinnacle, we don’t just help clients adopt new IT products and send them on their way. We believe in continued support long after a solution is launched. Click here to learn more.