Customer Effective, a Microsoft Gold Certified Partner and implementer of Microsoft Dynamics CRM, announced the release of its User First Design Formula, the company’s field-proven CRM implementation approach for delivering project objectives on time and on budget. The User First Design Formula focuses on user adoption as the single most critical aspect of CRM software implementation from smaller, single-site businesses to larger, sophisticated enterprises.
The “User First Design” approach involves the deployment of CRM software in four phases. First is the Defining phase, which involves getting needs defined directly from the users themselves, as opposed to IT or Sales Management alone. Second is the Design phase, where Customer Effective’s CRM team designs simple workflows and management dashboards to boost productivity and organize information, as well as drive user recognition. Next is the developmental stage in which a system is developed to provide a 360-degree view of all customer interactions. The final phase is the actual system deployment, where Customer Effective’s implementation team sets up a pilot, tests and trains employees to make sure they understand and embrace the CRM system as part of their daily business processes.
“The success of any CRM implementation depends on it being embraced by the people it is designed to support - the employees,” said Scott Millwood, CEO of Customer Effective. “That is the very reason our company has developed this unique approach to our CRM implementations by making the users our primary focus during the process.”
A typical implementation of Microsoft CRM software ranges from three to six months for small-to-medium sized organizations, although the timeline is dependent on the number of users in the organization. Each CRM implementation includes all the phases identified in the User First Design Formula, including employee pilots, training and existing data migration.
“Our extreme focus on end users applies to all CRM software implementation projects regardless of size or scope,” continued Millwood. “The User First Design approach is a proven method for increasing user adoption derived from hundreds of implementation projects that we’ve conducted over the years.”
About Customer Effective
Customer Effective, with headquarters in Greenville, S.C., is a leading innovator in customer interaction solutions based on Microsoft Dynamics Customer Relationship Management (CRM). The company is a Microsoft Gold Certified Partner, CRM Consultants and Solution Implementers having completed hundreds of Microsoft CRM implementations and development projects in financial services, manufacturing, technology, professional services and more. For more information, visit www.CustomerEffective.com.