Microsoft CRM in Brazil: implementation, customization, support - overview for consultant

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 Brazil 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 São Paulo 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 in São Paulo: 55-11-3826-3449, 55-113825-2586! help@albaspectrum.com
 
 
About the Author
Arthur 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 Brazil, USA, Lisbon, Porto, Madrid, Barcelona, Toledo, Malaga, Seville, Buenos Aires, Mexico and having locations in multiple states and internationally

Article Source: http://www.simplysearch4it.com/article/1628.html
 

If you wish to add the above article to your website or newsletters then please include the "Article Source: http://www.simplysearch4it.com/article/1628.html" as shown above and make it hyperlinked.

Some other articles by Arthur Ferretti

Brazil: Microsoft CRM Integration Scenarios Microsoft Dynamics CRM 3.0 should be considered as very flexible, programmable and customizable CRM application, really it is a heaven for Microsoft .Net and SQL developers. In this small article we will give you highlights ... Microsoft Dynamics AX - Axapta - technical notes plus customization Axapta or current name Microsoft Dynamics AX has one of the newest ERP design and architecture among Microsoft Business Solutions, Oracle and SAP ERP families.  Microsoft Axapta targets upper mid-market and would like to suggest you consider ... Oracle E-Business Suite vs. Microsoft Dynamics AX - Axapta: LATAM & Brazil In this small article we will only concentrate on Microsoft Dynamics Axapta (and will not consider Microsoft Dynamics GP and NAV) in comparison to Oracle Financials/E-Business Suite/Applications and the localization and ... Oracle Financials Implementation in Brazil - consultant review, plus competition Among the major international ERP brands, localized for Brazilian market we should mention SAP with its recently localized product: SAP Business ... ERP Selection: SAP Business One, Brazilian subsidiary - multinational corporation As we see it, based on decade long ERP consulting practice, the decision is not an easy one.  First of all – if you look at the USA ERP market – here Microsoft Great Plains ... Microsoft Navision Implementation, Customization, Integration - Rio de Janeiro ERP Market Notes Major ERP/MRP vendors, such as Oracle. SAP, Microsoft Business Solutions are present on Brazilian market, in this small article we would like to highlight MBS ...