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95My employer has asked me to perform some due diligence around what we need to do to make the most of their MS-Dynamics CRM installation. We have been working with MS-CRM 2011 and plan on upgrading to 2015. In reality we use about 5% or less of the functionality the platform offers. To remedy this my boss has asked me to investigate the following:
"If we were to step back and start fresh what would we need to do, and more importantly to know, to really get the most benefit from CRM?"
While I have experience developing on the platform (CRM4 & 2011), the subject of what we as a business need to do to prepare for adopting, or in our case re-adopting, CRM is a hefty topic so any guidance would be greatly appreciated.
My employer is a retail operation with stores throughout the US and a growing online retail operation. We manage credit approvals in house and via a third party for near real time approvals / rejections.
Any links to white papers, blog posts and the like would be greatly appreciated.
Thank you in advance for suggestions and guidance.
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