CRM implementations can prove to be quite daunting if you do not have the right implementation partner to manage migration and other related tasks for you. There are many things that can go wrong if you are unaware of the best practices to follow. We know the huge investments into implementing CRM solutions such as Microsoft Dynamics 365, which is why many businesses outsource the implementation process to ensure nothing goes wrong. If you want to find the right Microsoft Dynamics 365 implementation partner, here are five questions you must ask yourself while evaluating contenders.
Do they have the right industry knowledge and experience?
Businesses operating in distinct industries have different workflows and supply chains. To manage it all, they need a digital consultancy with the knowledge and experience to implement CRM solutions in the relevant field. The core reason is that they would have first-hand experience with the best practices and secrets to the optimal configuration, thanks to their immense and in-depth industry knowledge. As consultants, they would be able to translate your business case into functionality and recommend how you should define your processes, depending on your stage.
Consultancies with extensive knowledge in your business industry will be able to point out pitfalls and recommend solutions to issues before they occur. They will also be able to guide you and troubleshoot problems efficiently even after implementation. You also need to consider whether they have experience in the size or scale of businesses like yours.