On the 8th day of CRM Dynamics gave to me… 8 years of CRM experience

In the early 2000’s we had a client in commercial real estate (ok, several clients in commercial real estate).  We had worked with them on an enterprise project that held their property listings, custom property websites, commissions, marketing materials, etc.  They wanted to add a CRM to the mix and asked our help with deciding on one to use.  We investigated and came back with a recommendation for Dynamics CRM 3.0.  We had not ever worked with it, but it looked like the best fit and since all the other stuff we’d done for them was Microsoft based technology, future integration would be possible if they went the Microsoft route.

We helped them find a CRM partner to work with, and moved back to our projects.  I don’t know what happened but somewhere along the way the relationship between our client and their CRM partner went sour.  We were their trusted technology providers.  We were asked if we could figure out this CRM stuff and help them get their implementation to their users somewhere near their schedule that was now gone.  Ummm, sure we can.

We jumped right in.  With our industry expertise in commercial real estate and background in Microsoft technology it was such a natural fit.  Before much time at all we had implemented mapping integration (before Mr. Ballmer showed it onstage at a conference) and had CRM talking to our solution we’d been working on for a while.  We started with xRM, blew right past the CRM.

Since then we’ve done pure CRM implementations, you know CRM for the sake of CRM.  But where we excel is the X, it’s what we started doing from the first CRM job.

Preview for tomorrow…On the 9th day of CRM Dynamics gave to me…9 new features

Previous Post

On the 7th day of CRM Dynamics gave to me…7 ways to analyze data

Dec 9
Yea, CRM holds data. CRM holds the relationships between that data. Here’s some great ways to analyze and consume this in CRM. Charts- you’ve got built in charts. You’ve got custom charts using a designer. You’ve got custom charts that...
Next Post

On the 9th day of CRM Dynamics gave to me…9 new features

Dec 13
As part of the new and improved release cycle, we got a bucket of cool new features. Duplicate detection upgrades- you can now exclude inactive records from dup rules AND a blank field will no longer be used to qualify...

Comments

Verify your Comment

Previewing your Comment

This is only a preview. Your comment has not yet been posted.

Working...
Your comment could not be posted. Error type:
Your comment has been posted. Post another comment

The letters and numbers you entered did not match the image. Please try again.

As a final step before posting your comment, enter the letters and numbers you see in the image below. This prevents automated programs from posting comments.

Having trouble reading this image? View an alternate.

Working...

Post a comment

Your Information

(Name is required. Email address will not be displayed with the comment.)