Through our experience working with Dynamics 365 and the Microsoft stack, there is a common misconception with Customer Relationship Management (CRM) systems: that the systems are simply bought, set up and ready to go.

‘Off the shelf’ CRM systems are mass-produced, ‘one size fits all’ systems. A downfall of these systems is that they can be extremely generic; allowing little flexibility when it comes to the way your business’s products, people and processes operate. As a result, many businesses try to ‘fit’ the CRM system instead of having the system adhere to their requirements.

At Telefónica Tech, we are thorough in our knowledge of Dynamics 365 and our client’s businesses and the industries they operate in. The scalability and flexibility of Microsoft technology is huge. It is our job to know what tools to use based on our clients’ business objectives and remaining consistent as they grow. This ensures that the CRM system implemented accelerates the business’ growth as opposed to stunting it, with a square peg, round hole solution.

There are several key attributes that you should look for when seeking a CRM partner. These include:

• Collaborative – during collaboration you can expect a system identification stage, but it is commonplace to ask your potential CRM partner for client references.
• Knowledgeable – A good partner will not only know its preferred technology platform inside out, but also all the compatible tools. This level of expertise and knowledge is something you will not find in a user manual.
• Processes – Your partner should provide you with a clear roadmap for the planning, implementation, deployment and ongoing support they will provide you with.
• Project management – It is essential you find out who your day-to-day contact/s will be. Further, your partner should ensure you always have on-going progress visibility.
• Industry experience – It is essential your partner has experience operating within your industry. Within Telefónica Tech we have deep expertise within six core sectors.

The common theme

Ultimately, gaining the right CRM system for your business boils down to having a partner that is enthusiastic about your chosen platform and equally, the organisation they work with. Having a scalable CRM solution that supports you is critical for business success.

Telefónica Tech is a Microsoft gold partner that can help you meet your sales objectives and manage your organisations relationships. We provide a full range of CRM services from upgrade, through to new project implementation and ongoing support.

For further information on CRM and selecting the right partner, contact us.