Follow Us
10 Street Name, City Name
Country, Zip Code
555-555-5555
myemail@mailservice.com
Plug and Play
A new implementation style focussing on core functionality and organic development to deliver a CRM product that your buisiness can fully adopt and utilise.
Stop Wasting Time & Money
For years we have witnessed businesses, like yours, waste time and money by over complicating and over engineering processes from the outset ONLY to revert back to out of the box functionality once it is accepted that the initial launch was too difficult for end users to adopt.
Plug and Play focusses on the tools we have at our disposal immediately to help deliver a usable CRM platform that also saves time and money in the process.
Its Market Leading for a Reason!
The Dynamics 365 platform provides out of the box functions for Sales, Marketing, Customer Service, Account Management and Finance processes.
Why not use these processes as a template for best practice from the "get-go" and avoid over complicating requirements and alienating end users?
Keep it Simple with Organic Development
Engage your end users by deploying out of the box processes that can then be changed to your way of working once you have had a chance to give them a go!
From your data capture to your automation requirements, modify these templates and grow a CRM platform aligned to your whole work force
Delivery - Day 3
Actions
- Data Import process review
- App selector overview
- "How To" guides created
- Targetted dashboards created
- Email queue set up for automated emails
- Automated alerts for new Leads and Won Opportunities
Feedback
- Users much more comfortable with records and process
- Outlook app adoption not great due to speed and interface
- Email & Appointment tracking liked
- Automated notifcations will save a lot of time and improve efficiency
- Dashboards to be used in monthly board meeting for interactive analysis
User Process
- Record searching adopted very well
- Activity tracking & management positive
- Custom views helpful for customer prioritisation
- Training guides frequently used to reinforce training
- End of quarter top up training session requested
- Super user escalation process established
Outputs
- Overall - platform adoption very good
- Pros
- Searching
- One source of truth
- Activity tracking
- Dashboards
- Automated alerts
- SU Team set up
- Cons
- Outlook App
- App selector
- User confidence
- Interface (some people just dont like Microsoft!)
- 1 & 3 Month review booked
- 7 day go live support requested
Ready to discuss your Digital Transformation
Llansamlet,
Swansea,
United Kingdom
07490505455
Info@ClearAim.co.uk
