SOS – Save Your System! Choosing a New CRM Partner

By Liz McGlennen | August 6, 2018

When a CRM project flatlines, or the software has become nonfunctional in your business environment, it’s hard not to consider scrapping the entire system. Before you throw in the towel, take an investigative approach into why the project wasn’t successful. Generally, the success of a software implementation can be hindered in two main areas:

  • Structure and functionality of system setup
  • Team member buy-in, training, and acceptance

When a software partner or implementation specialist doesn’t have a clear vision of your organization’s goals, roadmap, processes, or overall needs, it’s not likely your CRM implementation will be successful. Because no two companies have the exact same processes, goals, or team members, a strong plan and experienced software partner is imperative.

No matter the issues that held back the project from being successful, the right solution provider can help put you back on track. The key is finding a software partner that can triage your issues and effectively implement a successful CRM system for now and the future – all while supporting and training your team members.

Choosing the right partner is as important as choosing the right CRM software

Many software partners have offices for their sales and implementation teams locally but rely on off-shore contacts for software support and technical assistance after the software is set up. When choosing a new CRM partner, make sure to ask where their entire team is located.

Stoneridge Software works with customers across the United States but focuses mainly on clients where we live and work – the Midwest. When you work with a partner like Stoneridge, you’re aligning with like-minded people in your backyard. Stoneridge has a local presence like none other.

Additionally, working with an experienced and trusted CRM partner is an important factor to your success. Interview a potential partner to find out the level of experience and expertise of their software implementation and support team. A credible CRM partner will also be able to provide you with testimonials and references from other customers.

When you’re ready to consider a new partner to help you manage your business, call the professionals at Stoneridge Software. We’ll take the time to learn about your business processes and future goals and save your software system.

Ready to talk? Contact us now.

Or, learn more about how Stoneridge Software can help with your Dynamics 365 for Customer Engagement software during an upcoming CRM webinar.

CRM Webinar Series

CRM and ERP – Better Together

Thursday, August 9, 2-3 p.m.

From your sales and marketing team to your office staff, to your accountants – everyone on your team wins when you combine CRM and ERP software. Join Stoneridge Software for our first of a series of four webinars exploring how CRM can benefit your business, help you close deals faster and better serve customers.

During this webinar you’ll learn how seamlessly Dynamics 365 for Customer Engagement can integrate with your Dynamics ERP system, reducing the time your departments are sending data and files back and forth and eliminating the need for most of your manual entry.

Implementing Dynamics 365 for Customer Engagement with the QuickStart Method

Wednesday, August 29, 11 a.m. – Noon.

You can avoid a long software implementation timeline with the QuickStart offering from Stoneridge Software. During this webinar, you’ll learn how a CRM expert can get you up and running with Dynamics 365 for Customer Engagement in only 10 days and at a fraction of the cost compared to more lengthy implementations. You’ll hear about what happens during each of the 10 implementation days and see an example of a CRM system that was put in place using the QuickStart method.

Maximize the Impact of Dynamics 365 for Customer Engagement

Wednesday, September 19, 11 a.m. – Noon.

During this webinar, you’ll learn how to maximize the impact of Dynamics 365 for Customer Engagement with a strategic plan that streamlines your processes and eliminates unnecessary manual entry. By developing a roadmap for your business, you will see a higher ROI and increased efficiencies.

New Features in Dynamics 365 for Customer Engagement – Fall Release 2018

Tuesday, October 9, 11 a.m. – Noon.

During the final webinar in our CRM series, we’ll highlight new features in CRM that have made it a more robust solution with LinkedIn and Teams integration, lead and contact linking, universal scheduling for service and resources, sales playbooks, and much more. If you thought you knew what CRM has to offer, you may be surprised to learn how much more Dynamics 365 for Customer Engagement can do.

Interested in learning more about Dynamics 365 for Customer Engagement right now? Let us know, we’d love to chat.

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