Let's cut to the chase...
When it comes to deciding which CRM is right for your organisation, there are a variety of factors to consider. Will it support seamless scalability as you grow? How easy is it to use? And of course - how much will it set you back?
When conducting research on CRMs, organisations sometimes find that Microsoft Dynamics has a reputation preceding its name. If you're looking at Dynamics as a serious CRM option for your organisation, make sure to pay great attention to the following points:
- Can you self-assess whether Dynamics is right for your organisation?
- For what reasons do Dynamics projects fail?
- What is crucial to understand about Dynamics in order for your project to succeed?
Positivity has power
For many, Dynamics is their CRM of choice. Why is it doing so well? Well, as Alex and Marios both agree:
- It's easy to use
- It's robust
- It's backed by Microsoft
"I think from a technology perspective, it’s second to none. You can virtually do anything with it."
Marios Chrysanthou, MD, Bluelight CRM
Investing in a CRM is pricey business, so the reassurance of having your platform of choice backed by Microsoft is quite often a selling point.
Say what you mean
Ever heard an organisation boast about how they're "using X platform"? "We're using Dynamics" is quite a common phrase. What these organisations really mean is that they're using Dynamics, supported by a supplier.
Because Dynamics is almost a monolithic entity, it really does require setup and integration, as well as support. Dynamics isn't really a "plug-and-play" solution, but that's what makes it so powerful for bespoke applications.
So, how do I know if Microsoft Dynamics is the right fit for my organisation?
At the end of the day, it's not so much about the size of your organisation as it is about your organisational vision and complexity of processes. Dynamics is a hugely capable platform designed to help organisations realise their ambitions. In that respect, it needs to sit well within your strategic focus, or it will stagnate.
As one of the most integration-friendly CRMs out there, Dynamics will need to be set up with your current systems. It will likely also require ongoing support as you diversify your ambitions, and consequently, usage
"Dynamics can really allow you to scale your ambitions."
Alex Skinner, MD, Pixl8
In short, Dynamics is a fantastic CRM for organisations with big dreams and the strategic focus to realise them. Just make sure you're set up with a Dynamics-initiated supplier to support you through the twists and turns you'll experience as your organisation grows.