Breaking news from around the world
Get the Bing + MSN extension
Now Available in Community - MBAS 2019 Presentation Videos
Catch the most popular sessions on demand and learn how Dynamics 365, Power BI, PowerApps, Microsoft Flow, and Excel are powering major transformations around the globe. | View Gallery
2019 release wave 2 Discover the latest updates to Dynamics 365Release overview guides and videos Release Plan | Early Access Availability
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Talent TechTalks | Upcoming TechTalks
Visitors to the CRM Software Blog will find several recent articles regarding identifying the right CRM solution for your business. And rightly so – it’s a very important topic for those looking for a customer relationship management solution.
I wanted to share another article on that topic from Kelly McGuire over at TMCnet.com. It points to a 2009 Focus Research White Paper called the Sales Force Automation Buyer’s Guide. The paper offers good advice for buyers as they walk through the (sometimes) difficult process of finding the right solution for their organization. This is especially important for buyers that are searching for customer relationship management software for the first time.
As the title indicates, the focus of the White Paper is really the sales organization of the company. Buyers looking for a solution to support multiple departments (service, technical support, marketing, etc.) may find some information lacking for them to help identify the full capabilities offered by some of the vendors, but it is a solid start. Also, some readers may have some questions regarding the distinctions made classifying particular vendor types and the types of clients they support. For instance, neither SAP nor Microsoft Dynamics CRM is identified as a product for the enterprise customer. But I’ll admit – those are minor objections compared to the comprehensive nature of the information and research findings gathered here…for free!
The White Paper touches on important topics such as requirements, cost considerations, and what to expect from your vendor. It also includes tools to help identify what type of buyer you are as well as an example of a product requirement worksheet that could help your organization focus on their true needs.
Overall, it provides buyers with solid information, insight and resources and I would classify it as recommended reading – for both buyers and sellers of CRM software.
Interested in learning how sales force automation can impact your sales team? Looking to jumpstart your CRM project? Let us help you get started with a free trial. Please contact us by email email@example.com or call us at (310) 844-7865.
Robert Kuhlmann is a Senior CRM Consultant with AdvancedSPS, a California Microsoft Dynamics CRM partner. With over 15 years of functional experience successfully developing, implementing and managing CRM systems, Robert now offers his expertise to organizations like yours in order to successfully design, implement and manage CRM solutions.
By: Robert Kuhlmann, AdvancedSPS – California Microsoft Dynamics CRM Partner
Business Applications communities