Feb 04 2008
Top 10 Questions To Reveal A Successful Microsoft CRM Implementation:
- Do you have the ability to review (in dashboard format) your sales pipeline report in graphical format?
- Do your key performance indicators allow you to review sales efficiency in real time?
- Do your users appreciate the seamlessness of the CRM Solution adapting to the business process flow?
- Do you use automated workflow processes to simplify tasks for your users and to ensure the correct capture of customer data?
- As a business decision maker do you have the ability to view successful marketing campaigns and determine on the basis of past performance quickly whether to repeat these campaigns?
- Are you able to execute marketing campaigns in “lock-step” order?
- Is your sales environment a collaborative one that your CRM solution offers a team-oriented 360 degree view per geographical, territories and/or product group basis?
- Do you have a simple to use, knowledge base that allows reps to search, submit questions, post articles, and expose the knowledge base across the service organization?
- Does your contact-centric organization have forms logically grouped in such a fashion to capture information in sequential format as they interact with customers without having to switch back and forth between screens, tabs or applications?
- Have you watched your Training Cycle decrease as you began to use it also for company training to reduce the amount of technical information new sales reps need to come on board and quickly become productive?
MM
Microsoft CRM Consultant
Unitek Microsoft CRM Services

