Dear Bob,
 
We are an IT Services company. I have a client who uses Dynamics 365 CRM - but they're really frustrated with the tool. I would like to help them but the whole CRM business model is not a good fit for us. I also don’t want to lose my relationship with the client by just passing them off to anyone. However, I know that if I don’t take action soon the client will go out on their own looking for help, which might cut me out altogether.
 
What options do I have? 

-- John

​Most CRM systems fail because upper management, IT, marketing, sales, customer service, and others who use the software do not establish clear, well-defined, measurable goals. Consequently, it can be difficult or impossible to determine the effectiveness of a CRM system.
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This happens because CRM is often thought of as a technology solution for a company's business; however, CRM is a really a business solution.
 
Even if when your company deployed CRM you did not have defined measurable goals or had ill-defined goals, you can “mend" a failed Dynamics 365 ​CRM, in four simple steps.

Dear Concerned Marketer  -
​I expect the frustration your CEO is experiencing with not achieving the expected value out of the Dynamics 365 CRM is around all ROI. The evidence I usually see includes: missed or no alignment between sales and marketing, an ineffective sales pipeline, data silos dependent on Excel files for marketing-sales-service, no one-view of the customer engagement, just to name a few.   

You, with our help, can resolve this frustration for your CEO with a four-step exercise I have developed.  

​Dear Amy,
I am sure you have heard the saying – You can lead a horse to water, but you can’t make them drink. 

Your efforts need to be focused on the “What’s in it for them” approach.  Package your training and communications on what the benefits are and productivity savings they get out of using Dynamics 365 CRM.  

​Today's CRM (Customer Relationship Management) is better than yesterday's because: (a) CRM systems such as Microsoft Dynamics 365 CRM can now deliver greater productivity returns and (b) vendors' software usability is much improved. These advancements (and others) mean less time and lower costs to implement a CRM system. And the more people in a given company who use a CRM system translates to more benefits and a higher ROI on a CRM investment. Research notes that for every dollar a company invests in a CRM system, it earns $5.60.
 
But not everyone who has a CRM system is experiencing the expected return and, thus, some are even Microsoft Dynamics 365 CRM haters. It may depend on how you choose and implement your CRM system. To help you get the most from your CRM, here are some common mistakes and ways to avoid them.