Tips And Advice on CRM Microsoft Software Implementation

Microsoft CRM is CRM answer from Microsoft Business Solutions. If you compare it to other traditional CRM applications, such as Siebel - you will see that Microsoft CRM does use all the resent Microsoft technologies, that means that Microsoft targets its CRM to Windows market exclusively, plus this means that Microsoft CRM is more difficult in its installation. Microsoft doesn’t even have to care about other platforms, such as Linux/Unix or Apple.

Microsoft CRM is for MCSE / Microsoft oriented IT departments - Microsoft CRM would be be-loved system for IT specialists. If you are MCSE+I - CRM will recruit all your MS Exchange, Active Directory, MS SQL Server, Windows domain security, Windows 2003 Server, Web publishing and HTML knowledge and experience. This is completely opposite to earlier Apple Computer believe - that computer systems should be easy in service and completely intuitive. MS CRM is kind of intuitive for end user, but not for its administrator.

Microsoft CRM - is not CRM - but rather simplified CRM - if you do remember old days whitepapers about CRM in general, or even it’s predecessor - Lotus Notes/Domino - these papers were full of predictions about the future and were written for top level company executives, not for regular computer specialists. This was probably why so high percentage of CRM sales failed in implementations. Microsoft CRM has the highest ever rate of successful implementations, because it is not a CRM, but rather popularized version of it - it just does the job - as cheap and reliable car.

Transportation Companies - about 30% of our clients in the States are transportation and freight forwarding companies. This actually proves the hypothesis that MS CRM is very simple solution - these companies usually do not have extra money to spend on their computer system, but need the solution for its sales people to instantly see the cargos, plus have simple customization, allowing them to integrate with legacy system.

CRM Integration with legacy systems, such as Lotus Notes Domino. Lotus to some extent is ODBC compliant DB platform, and Microsoft SQL Server is very robust to treat IBM Lotus as ODBC linked server to give you initial hint.

Data Massage and initial conversion. Implementing MS CRM is often about switching from your existing contact management system, such as ACT!, Gold Mine and similar. Data conversion in the form of initial master records import and balances could be done by various tools, such as Scribe or native MS CRM integration utility.