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.
CRM requires more support than most IT partners can provide.
Over 60% of our work at InfoGrow is fixing failing Dynamics CRM projects. We make sure your customer is happy. Our approach makes our IT partners look good -- plus we pay a referral fee!
Learn how we work with our MSP partners to strengthen your relationship with your client.
Referral Partner Case Study
A manufacturer with 30 account reps wasn’t getting the value out of their Dynamics CRM and Marketing Automation system. InfoGrow’s assessment found that their system had been configured incorrectly.
This mistake was costing them extra hosting fees, draining their productivity, and sales reps were pushing back against using the system at all. We fixed the immediate problems and created a 12-month CRM enhancement roadmap.
Everyone wins including the referring partner who received a referral fee!