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Getting a CRM system live can be a struggle or it can be a focused project. But what happens next when you reach Go-Live? We call it Phase 2
Phase 2 (and its counterparts Phase 3, Phase 4 etc.) are all components of a successful continuous product development strategy. Phase 2 is all of the updates to CRM that happens after Go-Live
One benefit of the agile approach that enCloud9 takes to project development is that the client has continual visibility into the progress as it is achieved. We continually demo our updates, usually on a weekly basis, and encourage our clients to actively test our changes. But during that initial project we always run into new client requirements, change orders, and other requests from clients that go beyond the original scope of the project. Best practice within the consulting space is to track these requests on a backlog document and determine the importance of these items.
We like to start with prioritizing tasks into four categories.
Phase 2 might be considered the most important part of any Dynamics 365 CRM implementation, as it ensures the long-term success of the project. By integrating user feedback into a continuous improvement system, end users feel an essential part of the project. Happy users result in successful CRM systems.
If you’ve got an upcoming Dynamics 365 deployment and are looking to get the most out of your CRM, turn to enCloud9 for assistance.
From platform selection to licensing to implementation and go live, we guide you every step of the way. Once you are live, enCloud9’s Dynamics 365 Management Services support your users and keep your system up-to-date and running smoothly. To learn more, contact us today.
We’d love to hear about your business and discuss how our custom Microsoft Dynamics 365 solutions can work with your business and its specific needs.
We’ve recently recently written a few blogs related to Dynamics 365 implementation:
6 Keys to a Successful CRM implementation