What an interesting week: The Secret Behind Dynamics Refresh Work

What an interesting week we had. It just underscored how important it is to approach working Dynamics 365/CRM from a process and change management vantage point rather than as a technology. We saw the following:
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• Manufacturer with 30 account reps > They knew that they were missing something for getting the value out of their CRM and Marketing Automation system.  InfoGrow stepped in with an assessment and found that their system had been configured wrong.  Not only was it costing them money with web form hosting and significant additional database space charges, it was costing them productivity time due to poor performance and account rep confusion.  We made the necessary corrections and are building them a roadmap for the next 12 months to guide their maturity with Dynamics and ClickDimensions. 

• North American Sales Group with 8 users > Had the Dynamics software installed but after a year the client found that they were left to fend for themselves. While the vendor helpdesk answered their questions quickly, the client didn’t know enough to know what questions to ask.  In addition, no one was willing to have strategic conversation with them and help refine their processes that could be aligned to the tool. InfoGrow will be making an assessment, establishing a quick-win list and getting them back on track with their investment.   
• Office Products Supplier with 10 locations > Current Dynamics provider was stuck on a tech issue that had shut down their CRM users for a full day. It appeared to the client that there was no end in sight to resolve the problem as the provider reached out to Microsoft directly.  InfoGrow was referred in by an IT Managed Services partner and within 2 hours had all of their offices running again. 

If you have the need for a CRM Refresh, reach out today!