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Microsoft CRM: implementation, customization, support - overview for consultant
By Andrew Karasev
Microsoft Business
Solutions CRM is present several years on the US software market plus it makes
advances in Europe. We expect substantial number growth of Microsoft CRM implementations
across USA.
Sales.
Microsoft CRM in opposite to former CRM leaders, such as Siebel, Onyx,
Saleslogix doesn't need hard pushing sales efforts. It also should probably
not be sold to the company top management, but rather to IT department
enthusiasts, who are in charge for specific legacy business system support and
data fixing. Microsoft CRM is very simple from business logic and intuitively
understood by IT group. It is rather very simplified version of full-featured
CRM, such as again Siebel.
Installation. Microsoft CRM should be either hosted or installed by in-house
IT group. And this is due to the fact, that MS CRM utilizes all the resent
Microsoft technologies: MS Exchange Server 2003/2000, Active Directory, MS SQL
Server, Crystal Reports Enterprise, MS Outlook client, Microsoft IIS, .Net
components, etc. This makes installation sensitive to existing setup of the
above components
Implementation.
The crucial in the implementation is Workflow design, which should be probably
done by consultant with IT in-house specialist. This process doesn't require
a lot of business consulting knowledge and in our experience company middle
management actually makes suggestions in the time of initial presentation. In
the case of MS CRM Sales module - the workflow should organize leads
processing up to the point of closing the deal and following invoicing. When
workflow is realized sales team works as excellent orchestra.
Customization.
Usually MS CRM ties together existing legacy business systems and replaces
large portion of them. Typical case - if you are freight forwarding client
and have cargo tracking system - you should more likely have lookup from the
MS CRM account screen to the customer current shipments statuses. This is
usually made as small web application, created in Visual Studio.Net with MS
CRM SDK and SQL queries to legacy database.
Support. Because MS CRM is web application - it can be used by remote
users and automate operations across the whole
USA and even Worldwide. The same should be
said about MS CRM support - your Microsoft Business Solutions CRM Partner can
support your installation remotely from say office in
Middle-Of-No-Where-City as if
it is located across the street.
Good luck implementing,
customizing and reports designing and if you have issues or concerns - we are
here to help! If you want us to do the job - give us a call
:
1-866-528-0577, 1-630-961-5918!
help@albaspectrum.com About the Author Andrew is MS CRM
Specialist in Microsoft Business Solutions Partner
Alba Spectrum Technologies (
http://www.albaspectrum.com ) - Navision, Great Plains, Microsoft CRM
customization company, serving client in Chicago, Los Angeles, New York,
Phoenix, Detroit, Miami, Atlanta, Houston, Dallas, San Francisco, San Diego, UK,
Australia, New Zealand and having locations in multiple states and
internationally
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