Deploying an innovative customer relationship management (CRM) solution can be very good for business.  Unfortunately, some standard CRM implementations fail for a variety of reasons, one of which is overcomplicating the process.


Confusion and resistance are a sure way to lose the attention and support of the very people you will rely on to use this important business management solution.  Keep it simple and overcome these and other deployment challenges with these tips.

Are your employees resistant to change?

Many marketing and sales professionals have honed their skills over time and are comfortable with their tried and true methods of attracting and engaging customers.  If those methods include a Rolodex and a bunch of spreadsheets, they might be less than thrilled at the prospect of a new system, such as Microsoft Dynamics CRM Online. Then, overloading your people with too much confusing information and lengthy training sessions will only add to their frustration and resistance.  Download “The Road to Success with Microsoft Dynamics CRM Online,” an infographic with tips on how to simplify the deployment process, improve user adoption, and expedite the return on investment.

Why the OnTrack Adoption System for Microsoft Dynamics CRM works so well.

Over the years, our team of experts have developed a proven OnTrack Adoption System for Microsoft Dynamics CRM deployments. We’ve learned the key to success is to keep it simple.  Microsoft Dynamics CRM Online is a powerful solution that is both easy to learn and easy to use.  Don’t overcomplicate the deployment with long, confusing training sessions.  Teach your people the features or functions they need to learn and use first, then help them grow into other areas within the system. Our team can tailor the initial exposure and training sessions to the main screens or fields that make sense to your marketing and sales teams.  By personalizing the CRM experience to their unique business needs, it will be easier for your people to visualize how this new system can help them improve performance for the company, and for themselves.

As noted on the infographic, nearly 50% of standard CRM implementations fail and frustrating your team with an overcomplicated deployment isn’t a good way to get started.  Download the infographic and you’ll see there is a reason our OnTrack Adoption System has a 98% success rate.  Contact QuantaCRM for guidance and support during your Microsoft Dynamics CRM Online deployment and get started on the right path toward CRM success.