Dynamics CRM 3.0 Implementation Strategies

I'm sure that many of you have heard the old African proverb:

How do you eat an elephant? One bite at a time.

Consider treating the design and implementation of Dynamics CRM with that exact phrase in mind.

In my previous article on driving user adoption, I discussed several issues that I have run up against implementing CRM.  We'll continue that discussion today with a focus on the implementation phase of CRM.


Strategy #1: Take Small Steps

Dynamics CRM can be quite overwhelming to new users because of the sheer amount of functionality in the product.

Since CRM is modular, break up your implementation into related phases:

1) Sales

2) Marketing

3) Service

Completely implement one phase before beginning the next.


Strategy #2: Training, Training, Training

Instead of sticking your people in a room for a week, consider breaking the training up in to "mini-sessions" that occupy a small block of time ( like a couple of hours ), and make the training topical and related to the current stage of the implementation.  For example, let's take the Sales implementation phase.   You could create a training session that covered the following topics:

1) Working with Leads

2) Converting a Lead into an Account and Contact

3) Working with Accounts

4) Working with Contacts

5) Tracking activities and the interaction with customers.

Again, the idea is to give the new CRM user enough material to allow them to understand the topics relevant to the CRM functions they are using while ( hopefully ) not overwhelming them with too much information.

If possible, it is also helpful to limit the number of students to four of five to keep the interaction high and the disruption low.


Strategy #3: Periodic Reviews

We have found that when you first install CRM, users ( and their management ) don't know enough about the Dynamics CRM system to be able to actually answer certain questions that you may ask.  Like, "What information do you need to see on the Active Contacts View?"

If you give users 3-4 weeks to use the system, you will start to hear questions that begin with: "Can we," "What if", "How about?" 

For example, "Can we add the Contact's street address and phone number to this view so I can print it off before I leave town to visit those customers?"

The same thing applies to adding custom fields to forms, creating custom workflows, reports, etc.

Having a built-in review once per month for 3-4 months after the implementation works pretty well.


In Conclusion:

I hope this discussion has gotten you to think about your current or next CRM implementation.  You can easily build on these strategies to incorporate your own procedures and processes to make the system work for you.

2 thoughts on “Dynamics CRM 3.0 Implementation Strategies”

  1. The proverb is a perfect description of my situation. Thank you for the insight.
    I have tried mass meetings in an attempt introduce a new way of managing risk to
    my company and it has been like taking Hamburger Hill.
    I will step back and try your method of approach.
    One bite at a time.
    Thank you,

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>