Many different business challenges prompt a company to change or upgrade their computer systems. Challenges such as operational inefficiencies or missed sales opportunities. Outdated or underutilized systems, or limited access to critical data. Delayed reporting or the inability to meet regulatory compliance. Sound familiar? A CRM or ERP solution can help with these challenges and more, especially as your company grows.
We also know that you’re not just looking for CRM or ERP, you are looking to better serve your customers with a consistent and seamless experience.
So, once you’ve identified WHY you’re implementing a new CRM or ERP system, and you’ve selected a cloud-based solution such as Microsoft Dynamics 365, how can you ensure that your technology implementation is successful?
This guide offers 7 guidelines to follow for a successful software initiatives so you can:
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