Dynamics CRM 14th March
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Crimson Consultants presented on Microsoft Dynamics CRM. John Drew has over 15 years experience in business development and CRM implementations in higher education. Dynamics CRM can be used for activities like enquiry management, employer engagement, event management, and alumni relationships. Implementations often fail without senior leadership support, defined goals, business process changes, and data quality improvements. Crimson offers solutions for various higher education functions and can help with user adoption and management reporting.
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Dynamics CRM 14th March
- 1. Gary Williams, John Drew and Lee Parton Crimson Consultants Presentation Microsoft Dynamics CRM Presentation John Drew
- 2. Crimson - John Drew John Drew - Partner at Crimson Consultants • Business Development Director MicroCompass/Distinction/Unit4 Agresso From 1992 to 2006 • Business Development Director Tribal Group PLC 2006 to 2009 • Partner Crimson Consultants 2009 to date Current Engagements Include FE, HE, AOC & ACER Over 150 implementations of Microsoft Dynamics CRM majority of these UK Post 16 institutions.
- 3. What is CRM? • What is CRM? • Is it a product? • Is it a technology? • Is it a failure? • Is it for me? • What does it do? • I have heard ABC College spend months trying to get it to work!!
- 5. Why CRM implementations FAIL!
- 6. You cannot……. JUST DO IT!
- 9. Why Dynamics CRM? • Technical delivery • Security • Deployment • IPad/IPhone/Blackberry/Android • Windows Phone • Industry standard database • Open API • Fully Integrated suite • Office • Exchange/outlook • Sharepoint • Business focused • Integration to back office MIS • Business Intelligence on line • Interoperable with SQL reporting services • Price • Select agreements in place with EDLARS
- 10. Crimson solutions on Dynamics CRM? 1. Business to Business / Employer Engagement 2. Marketing for Employers 3. Enquiry Management- students, Business, etc 4. Work Based Learning / Short Course Management 5. Event Management and Open days 6. Alumni management and Fundraising 7. Recruitment management 8. Contract Management 9. Document Management 10. Placement management
- 11. User Adoption Automatic email tracking. CRM is aware of CRM contacts.
- 12. Enquiry Management Enquiry Tracking from Outlook Email records into CRM – 2 clicks!!
- 13. Employer Engagement Track business development activities through Outlook
- 14. Management Reporting • CRM provides rich reporting capability including: • Dashboards • Inline Analytics • Report Wizard • Native Excel Integration
- 16. In Summary DO NOT Think 1. CRM is a product 2. It’s a technology, so we implement with wizards 3. It could be implemented without Senior stakeholder engagement 4. Your current data is good enough 5. Business Process change and culture change won’t happen Do Think 1. SMT commitment 2. Create a clear defined set of goals and objects and stick to them 3. Manage the cultural change 4. Be prepared to relook at data quality 5. Integration/interoperability and reporting