PowerPoint Presentation
What do I need to prepare for a CRM change?
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Marc Hadley-SmithCRM Practice LeadTop UK Microsoft Dynamics
partner 2015
Distinguished Dynamics ERP and CRM solution provider: with over
620 years of combined experience
Over 650 Dynamics implementations across multiple industry
sectors
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QuantiQ Fast Facts
650 GLOBAL IMPLEMENTATIONS120 EMPLOYEES70% GROWTH IN 2015145
ACTIVE CLIENTS MID MARKET FOCUSED2015 PRESIDENTS CLUB FOR MICROSOFT
DYNAMICSLIFE SCIENCES
MANUFACTURINGDISTRIBUTIONFULFILMENT
z
MEDIAFINANCE
CLOUD SERVICE PROVIDER TIER 1
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Dynamics CRM Webinar SeriesCRM 101: An introduction to the
fundamentals of Dynamics CRMWhat do I need to prepare for a CRM
change?Project approachesMethodologyRequirements gatheringData
preparationUser adoptionSupport vs self-sufficiencyEnriching your
CRM instance with the right add-ons
Recap: CRM 101
Recap: Office 365 & Dynamics CRM
FinancialsGeneral ledgerAccounts payableAccounts receivableFixed
assetsInvoicing & billingBudget
controlConsolidationsProcurementSourcingPurchase
contractsRequisitionsPurchase orders
FulfilmentSales/ReturnsOrder managementQuality ManagementDrop
shipmentPlanning
Inventory/WMSBatch/lot controlReplenishmentsInventory
controlInventory costing
CustomersSuppliers
AnalyticsReporting
MarketSell
Care
CampaignsPipeline managementCustomer serviceField
servicesResource ManagementProject servicesLead managementEmployee
servicesTalent managementManufacturingMRPAssembly /
processingScheduling
Recap: Demonstration
Main navigationDashboards, viewsBusiness process flows and
Guided User NavigationCore relationshipsCustomer, Contact &
ActivitiesMarketMarketing listsCampaignsSellLeads &
OpportunitiesForecastingPipeline managementSales
performanceCareCase & incidence loggingSLAs
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Licensing
Multi-tiered licensing modelCRM Online (subscription)Per User
Per Month
User types can be mixed
Per user per month costs (incl. QuantiQ Enhanced
Support)Essentials 12.50Basic21.80Professional43.60
Minimum 5 Professional Users per subscription
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Microsoft Dynamics ERP business solutions aids user adoption by
providing a feature rich familiar Microsoft interface
Dynamics CRM manages all your customer touch points allowing
full sight of the customer journey.
Deliver amazing customer experiences by building long-term
customer relationships that are personalised, proactive, and
predictive across marketing, sales, and service.Why Dynamics
CRM
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Methodology: delivery approach
QuantiQ Delivery Methodology
DISTINCT PROJECT PHASESDECISION ACCELERATORS
METHODOLOGY APPROACHWATERFALL vs AGILE
Project approach: Waterfall
delivery based on Microsofts SureStepTM methodology goals are
defined for each phase by defining entry and exit criteriaanalysis
and design should be completed for all processes before programming
DiagnosticAnalysisDesignDevelopmentDeploymentOperation
Methodology: Swift Dynamics
Business RequirementsAccountsContactsMobilityWorkflowPhone
callsTrackingDashboardsMarketing
listsDe-dupesSecurityAuditsCollaborationForecastsReportingBIOpportunitiesLeadsPipelineEmail
Business RequirementsAuditsAccountsContactsMobilityWorkflowPhone
callsTrackingDashboardsMarketing
listsDe-dupesSecurityCollaborationForecastsReportingBIOpportunitiesLeadsPipelineEmail
Requirements backlog
Business RequirementsRequirements backlog
SprintsPriority & dependencyQuick realisation of
benefits
Detailed requirementsBuild and testPayback/training
Data prep & migrationIntegrationReporting & business
intelligence
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Requirements Backlogprioritised list1-2 week sprint cyclessplits
work into small, concrete deliverablesQuickly deploy CRM based on
your business processes
1 Week Sell2 Weeks Sell & Market3 Weeks Sell, Market &
Care
daily standupsprintbacklogdeployable productSwift Dynamics Rapid
CRM
Data Preparation and migration
Data preparation and migrationData preparation activities
Data gatheringCleansing & validationConversion / parsingData
de-duplication
Data migration strategy
Know what where your data isHow much dataVolume and time
period/historyWhat qualityDuplicates, out of dateHow to get it
outLegacy systemsDelta strategyEarly planningProcesses can be data
intensive
External toolsQuality, cleansing: Experian, Dunn &
BradstreetMigration: SSIS, Scribe
CRM toolsImport templatesFormats: Excel, CSV, ZIPWizard mapping,
field & entity creationMapping for Salesforce.com data
User adoption
Training - Understand your users
New to CRM or new to Dynamics CRM?Moving from spreadsheets?
Feeling of losing controlMicrosoft way - works the way you do
Locality and approachClassroom or remoteMultiple systemsMultiple
devices
TNA Training Needs Analysis
Adoption continued useAutomated processesEmail
trackingWorkflowBusiness process flowGoals, targetsCall statsWon
salesClosed incidentsDashboardsBelieve in the dataShared
informationChange the GameFantasy Sales Team
Additional toolsCRM Help & Training
Training & Adoption Toolkit (TAK)
eLearning
Guided user navigation
Chose the right support
QuantiQ Support
Do it yourself
Lets do it together
Leave it to us
QuantiQ SupportBreak / FixAdvisoryHealth checkUpgrade Roadmap24
x 7
Summary: Prepare for changeMethodologyComplexity vs speed of
deployment
DataPreparation and strategy
User adoptionTrain the trainer, classroom, eLearningInitial
training and ongoingGamificationToolsHelp and eLearningGuided user
navigationTraining & Adoption toolkit
Partner supportChose level based on self-sufficiency
Thank you
For a free diagnostic contact QuantiQ or your Softcat Account
Manager
+44 (0)20 7451 1200
[email protected]
QuantiQ Technology
@QuantiQTech
