The CRM Philly principals have been around this Microsoft Dynamics CRM product for close to ten years now, and we’ve had a lot of experience working with the various Independent Software Vendors, and many outstanding add-on products. One trend we’ve all seen from Microsoft over the years is that if there’s a really good add-on product, they will buy them up and incorporate the product into the base product. You’ll see some excellent functionality in CRM 2013 that used to be provided by Independent Software Vendors. Business Rules, Mobility, and Social Insights (InsideView) are a few areas that come to mind. E-mail marketing might be next. (Note that Microsoft recently purchased Marketing Pilot.) However, there are still a great many ISV’s out there with competitive products that integrate nicely with CRM.
We at CRM Philly can help you cut through the process of identifying which of these add-ons is right for you, and help you get the most from implementing the products quickly and successfully. One of the first thing clients wonder about when they become interested in CRM, is how to move their data from their legacy systems to CRM; and, then, how will remaining systems — like accounting / manufacturing / ERP software — integrate with the new CRM. We’ve had great results working with Scribe Software over the years, to the point where we can get it installed and configured quickly and show you how your data can be migrated and your systems integrated, without missing a single note.
Another huge step forward for CRM 2013 is the release of the mobility client. You’ll hear a collective sigh of relief from all Microsoft Dynamics CRM aficionados, that “finally,” there’s a viable robust mobile client for Android, iPhone, iPad, and Windows 8. It’s going to be awesome, and it’s built-in to your system, so there’s not a whole lot for your friendly CRM Partner to do here to get you up and running with mobility.
When it comes to deciding whether to purchase an existing ISV Add-On product for your Microsoft Dynamics CRM implementation or develop from scratch, lean on your CRM Consultant to provide guidance. We can often provide in depth demo’s of the prospective product, and compare that to what could be developed internally. It often pays to have been through several implementation projects with applications in question.