So you’ve invested in Dynamics CRM – brilliant! Now you’ve taken the first step in using an efficient, powerful CRM solution you’ll want to know how best to implement the new software across your company. Change isn’t always easy, but we have some great pointers in how to make the transition easier and more enjoyable for your employees.

[av_hr class=’invisible’ height=’5′ shadow=’no-shadow’ position=’center’ custom_border=’av-border-thin’ custom_width=’50px’ custom_border_color=” custom_margin_top=’30px’ custom_margin_bottom=’30px’ icon_select=’yes’ custom_icon_color=” icon=’ue808′ font=’entypo-fontello’]

[av_heading heading=’Start at the Top’ tag=’h3′ style=” size=” subheading_active=” subheading_size=’15’ padding=’10’ color=’custom-color-heading’ custom_font=’#3fa0cf’][/av_heading]

[av_image src=’http://www.848.co/wp-content/uploads/2016/04/StartAtTheTop.fw_.png’ attachment=’47627′ attachment_size=’full’ align=’center’ styling=” hover=” link=” target=” caption=” font_size=” appearance=” overlay_opacity=’0.4′ overlay_color=’#000000′ overlay_text_color=’#ffffff’ animation=’pop-up’][/av_image]

Get the business leaders to buy in to the process and be seen to lead the way. Ask them to adopt the solution early and champion the benefits they see, ensuring they talk about both with the internal staff and their clients. Make CRM part of the culture and a selling point for the organisation.

[av_hr class=’invisible’ height=’5′ shadow=’no-shadow’ position=’center’ custom_border=’av-border-thin’ custom_width=’50px’ custom_border_color=” custom_margin_top=’30px’ custom_margin_bottom=’30px’ icon_select=’yes’ custom_icon_color=” icon=’ue808′ font=’entypo-fontello’]

[av_heading heading=’Make it Work for Everyone’ tag=’h3′ style=” size=” subheading_active=” subheading_size=’15’ padding=’10’ color=’custom-color-heading’ custom_font=’#3fa0cf’][/av_heading]

Big brother style tactics and constant monitoring do not a happy sales and marketing team make! Think how you are going to help them with the new solution – how they can easily identify hot leads, be notified of changes to opportunities and keep up to date with emails, phone calls and all manner of activities. The outcome will be rich, consistent information just how you wanted it.

[av_hr class=’invisible’ height=’5′ shadow=’no-shadow’ position=’center’ custom_border=’av-border-thin’ custom_width=’50px’ custom_border_color=” custom_margin_top=’30px’ custom_margin_bottom=’30px’ icon_select=’yes’ custom_icon_color=” icon=’ue808′ font=’entypo-fontello’]

[av_heading heading=’Listen and Involve’ tag=’h3′ style=” size=” subheading_active=” subheading_size=’15’ padding=’10’ color=’custom-color-heading’ custom_font=’#3fa0cf’][/av_heading]

[av_image src=’http://www.848.co/wp-content/uploads/2016/04/ListenandInvolve.fw_-300×150.png’ attachment=’47625′ attachment_size=’full’ align=’center’ styling=” hover=” link=” target=” caption=” font_size=” appearance=” overlay_opacity=’0.4′ overlay_color=’#000000′ overlay_text_color=’#ffffff’ animation=’pop-up’][/av_image]

Ensure that you involve users; listen to their concerns, involve them in design decisions and ask them to help you build the plan and test the solution. When you deliver the end solution they will be engaged, informed and well on the way to being trained CRM users.

[av_hr class=’invisible’ height=’5′ shadow=’no-shadow’ position=’center’ custom_border=’av-border-thin’ custom_width=’50px’ custom_border_color=” custom_margin_top=’30px’ custom_margin_bottom=’30px’ icon_select=’yes’ custom_icon_color=” icon=’ue808′ font=’entypo-fontello’]

[av_heading heading=’Identify the Black Belts’ tag=’h3′ style=” size=” subheading_active=” subheading_size=’15’ padding=’10’ color=’custom-color-heading’ custom_font=’#3fa0cf’][/av_heading]

[av_image src=’http://www.848.co/wp-content/uploads/2016/04/BlackBelts.fw_.png’ attachment=’47626′ attachment_size=’full’ align=’center’ styling=” hover=” link=” target=” caption=” font_size=” appearance=” overlay_opacity=’0.4′ overlay_color=’#000000′ overlay_text_color=’#ffffff’ animation=’pop-up’][/av_image]

It is not easy taking your business through the changes in the status quo. There are going to be challenges, people will need convincing and you will need help. Engage the support and help of the highly experienced in your organisation and involve them from the start. Consult with them and ask them to facilitate the communications between the delivery team and the wider business; Give them the tools and evidence they require to champion the new CRM solution.

[av_hr class=’invisible’ height=’5′ shadow=’no-shadow’ position=’center’ custom_border=’av-border-thin’ custom_width=’50px’ custom_border_color=” custom_margin_top=’30px’ custom_margin_bottom=’30px’ icon_select=’yes’ custom_icon_color=” icon=’ue808′ font=’entypo-fontello’]

[av_heading heading=’Make it Yours’ tag=’h3′ style=” size=” subheading_active=” subheading_size=’15’ padding=’10’ color=’custom-color-heading’ custom_font=’#3fa0cf’][/av_heading]

The CRM is delivered with a standard set of forms, views, processes and reports. Many will be ok, some will be adequate and others just not needed. Move the fields around, remove some, and change the labels. Alter the process to match yours and tweak the reports and charts to reflect the information you need. All of this will help the CRM deliver the functions your team requires.

[av_hr class=’invisible’ height=’5′ shadow=’no-shadow’ position=’center’ custom_border=’av-border-thin’ custom_width=’50px’ custom_border_color=” custom_margin_top=’30px’ custom_margin_bottom=’30px’ icon_select=’yes’ custom_icon_color=” icon=’ue808′ font=’entypo-fontello’]

[av_heading heading=’Take the Short Path’ tag=’h3′ style=” size=” subheading_active=” subheading_size=’15’ padding=’10’ color=’custom-color-heading’ custom_font=’#3fa0cf’][/av_heading]

[av_image src=’http://www.848.co/wp-content/uploads/2016/04/TakeTheShortPath.fw_.png’ attachment=’47628′ attachment_size=’full’ align=’center’ styling=” hover=” link=” target=” caption=” font_size=” appearance=” overlay_opacity=’0.4′ overlay_color=’#000000′ overlay_text_color=’#ffffff’ animation=’pop-up’][/av_image]

Wow! Your new CRM solution has hundreds of functions, lots of forms and views, loads of charts and many, many ways of running a process. Great news but do you need them all and, if so, do you need them now? Remove functions and clutter to make the user journey painless. Change the navigation so the teams can find what they want quickly and efficiently.

[av_hr class=’invisible’ height=’5′ shadow=’no-shadow’ position=’center’ custom_border=’av-border-thin’ custom_width=’50px’ custom_border_color=” custom_margin_top=’30px’ custom_margin_bottom=’30px’ icon_select=’yes’ custom_icon_color=” icon=’ue808′ font=’entypo-fontello’]

[av_heading heading=’Make it Enter-training’ tag=’h3′ style=” size=” subheading_active=” subheading_size=’15’ padding=’10’ color=’custom-color-heading’ custom_font=’#3fa0cf’][/av_heading]

3 hours of showing how each and every process works by stepping through it is not going to get a well-trained team. Use video and images to bring the CRM to life. Invent puzzles and quizzes to help people retain the information.

[av_hr class=’invisible’ height=’5′ shadow=’no-shadow’ position=’center’ custom_border=’av-border-thin’ custom_width=’50px’ custom_border_color=” custom_margin_top=’30px’ custom_margin_bottom=’30px’ icon_select=’yes’ custom_icon_color=” icon=’ue808′ font=’entypo-fontello’]

[av_heading heading=’Keep in Touch’ tag=’h3′ style=” size=” subheading_active=” subheading_size=’15’ padding=’10’ color=’custom-color-heading’ custom_font=’#3fa0cf’][/av_heading]

[av_image src=’http://www.848.co/wp-content/uploads/2016/04/Keep-in-Touch.fw_.png’ attachment=’47629′ attachment_size=’full’ align=’center’ styling=” hover=” link=” target=” caption=” font_size=” appearance=” overlay_opacity=’0.4′ overlay_color=’#000000′ overlay_text_color=’#ffffff’ animation=’pop-up’][/av_image]

CRM has a number of areas of which sales, marketing and service are the most evident. It also allows you to open up lines of communication and have processes that run across these areas. Office 365 Groups, Yammer and posts can all bring great communication tools to the arena and help teams stay in touch. A support case interpreted by a member of sales can suddenly become an opportunity but they need to hear about it!

[av_hr class=’invisible’ height=’5′ shadow=’no-shadow’ position=’center’ custom_border=’av-border-thin’ custom_width=’50px’ custom_border_color=” custom_margin_top=’30px’ custom_margin_bottom=’30px’ icon_select=’yes’ custom_icon_color=” icon=’ue808′ font=’entypo-fontello’]

[av_heading heading=’Free Your Teams’ tag=’h3′ style=” size=” subheading_active=” subheading_size=’15’ padding=’10’ color=’custom-color-heading’ custom_font=’#3fa0cf’][/av_heading]

Your team will be on the road at times and, from delivering service items to attending sales pitches, they will not always have a laptop or computer to hand. Spend some time understanding their needs and customise the rich mobile experience to provide the information they require to deliver an outstanding performance.

[av_hr class=’invisible’ height=’5′ shadow=’no-shadow’ position=’center’ custom_border=’av-border-thin’ custom_width=’50px’ custom_border_color=” custom_margin_top=’30px’ custom_margin_bottom=’30px’ icon_select=’yes’ custom_icon_color=” icon=’ue808′ font=’entypo-fontello’]

[av_heading heading=’Keep it Social’ tag=’h3′ style=” size=” subheading_active=” subheading_size=’15’ padding=’10’ color=’custom-color-heading’ custom_font=’#3fa0cf’][/av_heading]

[av_image src=’http://www.848.co/wp-content/uploads/2016/04/KeepItSocial.fw_.png’ attachment=’47630′ attachment_size=’full’ align=’center’ styling=” hover=” link=” target=” caption=” font_size=” appearance=” overlay_opacity=’0.4′ overlay_color=’#000000′ overlay_text_color=’#ffffff’ animation=’pop-up’][/av_image]

Your team will no doubt include digital natives (those who have never experienced a world without social media or internet) who will be used to using social tools. They understand likes and follows and will expect the same in the solutions you provide. Your CRM can provide this and allows your teams to follow leads, opportunities, accounts and anything else you care to mention. “Like up” a stormĀ  when you float ideas about how to approach an account – follow how it unfolds and be there with the team when they organise the after sale party!

[av_hr class=’invisible’ height=’5′ shadow=’no-shadow’ position=’center’ custom_border=’av-border-thin’ custom_width=’50px’ custom_border_color=” custom_margin_top=’30px’ custom_margin_bottom=’30px’ icon_select=’yes’ custom_icon_color=” icon=’ue808′ font=’entypo-fontello’]

[av_heading heading=’Gamify’ tag=’h3′ style=” size=” subheading_active=” subheading_size=’15’ padding=’10’ color=’custom-color-heading’ custom_font=’#3fa0cf’][/av_heading]

Make using the CRM enjoyable and introduce a sense of fun to achieving your business objectives. Introduce your own fantasy leagues and award prizes for sales made, calls handled, services delivered and other metrics. Be sure to keep it light touch, friendly competition that removes the focus on over bearing goal tracking and makes it more supportive and engaging.

[av_hr class=’invisible’ height=’5′ shadow=’no-shadow’ position=’center’ custom_border=’av-border-thin’ custom_width=’50px’ custom_border_color=” custom_margin_top=’30px’ custom_margin_bottom=’30px’ icon_select=’yes’ custom_icon_color=” icon=’ue808′ font=’entypo-fontello’]

[av_heading heading=’Automate’ tag=’h3′ style=” size=” subheading_active=” subheading_size=’15’ padding=’10’ color=’custom-color-heading’ custom_font=’#3fa0cf’][/av_heading]

[av_image src=’http://www.848.co/wp-content/uploads/2016/04/Automate.fw_.png’ attachment=’47632′ attachment_size=’full’ align=’center’ styling=” hover=” link=” target=” caption=” font_size=” appearance=” overlay_opacity=’0.4′ overlay_color=’#000000′ overlay_text_color=’#ffffff’ animation=’pop-up’][/av_image]

CRM is great at removing repetitive manual process. Make use of the workflows and processes to make your teams life easier. Freeing up your team from these tasks will make more room for selling and improve their desire to adopt the solution.

[av_hr class=’invisible’ height=’5′ shadow=’no-shadow’ position=’center’ custom_border=’av-border-thin’ custom_width=’50px’ custom_border_color=” custom_margin_top=’30px’ custom_margin_bottom=’30px’ icon_select=’yes’ custom_icon_color=” icon=’ue808′ font=’entypo-fontello’]

[av_heading heading=’Take it Steady’ tag=’h3′ style=” size=” subheading_active=” subheading_size=’15’ padding=’10’ color=’custom-color-heading’ custom_font=’#3fa0cf’][/av_heading]

Let your imagination run riot with where you want to get to BUT keep it simple to start with. Allow your team time to adjust to changes. As they, and you, become accustomed to CRM your views will change, your needs and wishes will become clearer and your directions easier to follow. It will save you money on wasted implementations of changes that serve no purpose and allow your users to deliver the services they need.

[av_hr class=’invisible’ height=’5′ shadow=’no-shadow’ position=’center’ custom_border=’av-border-thin’ custom_width=’50px’ custom_border_color=” custom_margin_top=’30px’ custom_margin_bottom=’30px’ icon_select=’yes’ custom_icon_color=” icon=’ue808′ font=’entypo-fontello’]

[av_heading heading=’Join the Dots’ tag=’h3′ style=” size=” subheading_active=” subheading_size=’15’ padding=’10’ color=’custom-color-heading’ custom_font=’#3fa0cf’][/av_heading]

[av_image src=’http://www.848.co/wp-content/uploads/2016/04/JoinTheDots.fw_.png’ attachment=’47633′ attachment_size=’full’ align=’center’ styling=” hover=” link=” target=” caption=” font_size=” appearance=” overlay_opacity=’0.4′ overlay_color=’#000000′ overlay_text_color=’#ffffff’ animation=’pop-up’][/av_image]

Can you see what it is yet? Choosing the right tools will allow you to join them up. Orders being sent directly to your finance package, cases raised from emails and online portals, marketing campaigns that link to bulk email solutions, all of these bring rich information and function to the CRM and make life just that bit easier.

[av_hr class=’invisible’ height=’5′ shadow=’no-shadow’ position=’center’ custom_border=’av-border-thin’ custom_width=’50px’ custom_border_color=” custom_margin_top=’30px’ custom_margin_bottom=’30px’ icon_select=’yes’ custom_icon_color=” icon=’ue808′ font=’entypo-fontello’]

[av_heading heading=’Keep Talking’ tag=’h3′ style=” size=” subheading_active=” subheading_size=’15’ padding=’10’ color=’custom-color-heading’ custom_font=’#3fa0cf’][/av_heading]

Your business will not stand still so neither should your CRM. Keep talking to your teams, open up lines of communications and forums for debate. Ask for ideas on process change and new ways of working. Really make it work for you and your business and your CRM will be a tool for life not just for Christmas!

[av_hr class=’invisible’ height=’5′ shadow=’no-shadow’ position=’center’ custom_border=’av-border-thin’ custom_width=’50px’ custom_border_color=” custom_margin_top=’30px’ custom_margin_bottom=’30px’ icon_select=’yes’ custom_icon_color=” icon=’ue808′ font=’entypo-fontello’]

Following these steps will help your business adapt fully to your new CRM solution and use it to its full advantage. We’d love to hear your experiences of adapting to Dynamics CRM – do you think there’s anything we’ve missed?