The reason I like Microsoft CRM #MSCRM

We have recently been migrating our IT Support helpdesk from Frontrange HEAT, to Microsoft CRM.

When I first started using Microsoft CRM is was a real culture shock! There seems to be a lot of clicking, in a lot of different Windows. Simple tasks suddenly became arduous and time consuming. At first some of the boundaries of CRM seemed imposing and inflexible. How wrong was I!?!

The more I used CRM the more I became to like it. I began to find my way around much quicker and more easily. The look and feel of the product began to feel more natural, intuitive and ergonomic.

The number of clicks is still an issue, but due to the flexibility of CRM we have been able to enter default values in many fields eliminating the need to click at all. Workflows have also been used heavily to automate tasks which previously were very time consuming. The transfer of data for example from one object to another is seamless and effortless.

The downside to CRM is that it is many things. To get the most from it therefore considerable development has to be invested. This though could be considered as a good thing though, as Microsoft CRM can be moulded and sculpted around your company to fit it's exacting needs. No package can offer this level of refinement out of the box.

The possibilities of Microsoft CRM seem endless, each time I use it I think of ways to improve it, tweak it and tune it to make our companies' processes and procedures even more efficient.

Currently we are looking at @scribesoft to link to @Sage. CRM will ultimately send letters to customers reminding them that their account is due for payment. Letters will be stored and tracked in CRM. Again another example of automation!

If you would like a demo of this amazing product please just get in touch.