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?
A majority of CRM referrals that we get from our IT Managed Service partners are existing Dynamics 365 CRM users who are stuck and highly frustrated. They are not getting the results they expected, and your client’s problem can easily cause you grief.
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.
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 Bob -
My CEO is frustrated with the lack of progress the sales team appears to be making with the Dynamics CRM system we installed two years ago. How do I help her move the effort forward? I too must have an effective CRM with current customer and prospect data to meet my needs.
-- A Concerned Marketer
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.
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