How to get started with Microsoft Dynamics CRM?

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Getting started with
Dynamics CRM
To Empower Business
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A powerful Customer Management Software keeps the
customer engaged.
Dynamics CRM makes it is to manage all leads
coming from various sources.
Lead Management
Customer Management
Key Characteristics
Task Automation
360-Degree View
Automation tools make it easy for you by
competing prescribed tasks
It has the capabilities to offer single and
seamless views for all customers.
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More Characteristics
It gives you enhanced visibility of the data
across various distributions.
Enhanced Visibility
Sales Improvements
Mobility
AI Technology gives selling opportunities by
analyzing multiple data.
The CRM interface allows your representatives to
access all of their activities, leads and
contacts when they are on the road.
360-Degree View
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Best Practices to Implement Dynamics CRM
User Adoption Planning
Custom Implementation
Business Evaluation
Evaluation of various business processes plays a
vital role in implementing Microsoft Dynamics
CRM. It lets you decide which approach should be
used.
The implementation strategy of someone else
doesn't mean that it will work for your
organization. Understand the business needs and
start implementation.
Along with focusing on the technology aspect, you
should always ensure how the user will interact
with the Dynamics CRM system.
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Complete Customization Before Integration
IT Team in the Decision Making Process
Train Employees
You should train your employees so that they can
interact with the system and can take full
advantage of the system.
You should always start CRM implementation after
proper migration and customization of the
available system.
You should also include the IT team of the
company in the decision-making processes for
future planning and improvements.
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Choose Dynamics CRM Implementation Partner

• Hiring Dynamics CRM Implementation Partner, such
  as NEX Softsys, would be great for the successful
  digital transformation of your business.
• Certified Microsoft CRM Development Company
  applies the best implementation process that
  fulfills your business requirements and goals.
• The reason behind selecting a CRM partner is that
  they are well versed in this domain. Mistakes
  during the implementation phase lead to poor
  results. And hence, partnering with an expert
  system integrator is recommended.
• You may don't know or have no idea what Dynamics
  CRM is. But still, you use CRM for your
  organization by selecting the best system
  integrator.

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A perfect CRM Project Plan
Learn More About Dynamics CRM
Evaluate Current Tools And Systems
List Important Goals
Define your organization goals and include all
the required components in your CRM project. This
plan saves you money and time.
Older and outdated systems and programs lead to
the failure of dynamics CRM implementation.
Hence, evaluation of current systems, tools, and
database is essential.
A proper CRM plan must include the learning phase
of the CRM software. Explore more features and
identify how they help your organization in terms
of a better result.
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Testing
Rollout Plan
After implementing the CRM system, start
inspection of each crucial function. Testing of
the system should be done to ensure the
implementation works properly and effectively.
Start leveraging the essential features of CRM
for one department of the organization and then
use that experience to rollout other departments.
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Deploying Dynamics CRM
There are 3 main deployment options in Dynamics
CRM
Option
On-premise
01
Microsoft Dynamics CRM supports the running of
business processes in customer data centers. With
On-premise deployment, Both Microsoft SQL Server
database and application servers will run in the
customer data center. You and your partner can
utilize Microsoft Dynamics Lifecycle Services
(LCS) to manage on-premises deployments.
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Option
02
Cloud
Most organizations are moved or moving to the
cloud, and hence they prefer Cloud deployment for
Dynamics CRM. And anyway, Microsoft Dynamics CRM
performs very well on the cloud platform.
Option
03
Private Hosting
Dynamics CRM can be hosted on a private hosting
or partner's hosting to which an organization has
access. And on that private server, you have
user-level access to install the needed software.
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Evaluate The Results

• After implementing Dynamics CRM and creating the
  correct project plan, you need to ensure that the
  requirements for which you have implemented
  Dynamics CRM are being met.
• Go through the given report in Dynamics CRM Tools
  and make necessary changes accordingly.
• You can evaluate a lot of things like how many
  people clicked the email, how many people opened
  the form and how many of them filled it, where
  are you getting the leads, which service are more
  people interested in, etc.
• Bring improvement in sales by observing the
  real-time reports.

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Contact Us
www.nexsoftsys.com
info_at_nexsoftsys.com
NEX SOFTSYS
Offshore Software Development Company
Royal Square Office No. 110, Tagore Rd, Rajkot
360001 Gujarat, India
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Thank You