Gary Williams, John Drew and Lee Parton Crimson Consultants

Presentation

John Drew

Microsoft Dynamics CRM Presentation

Crimson - John Drew

John Drew - Partner at Crimson Consultants• Business Development Director

MicroCompass/Distinction/Unit4 Agresso From 1992 to 2006

• Business Development DirectorTribal Group PLC 2006 to 2009

• PartnerCrimson Consultants 2009 to dateCurrent Engagements Include FE, HE, AOC & ACER

Over 150 implementations of Microsoft Dynamics CRM majority of theseUK Post 16 institutions.

• What is CRM?• Is it a product?

• Is it a technology?

• Is it a failure?

• Is it for me?

• What does it do?

• I have heard ABC College spend months trying to get it to work!!

What is CRM?

Worldwide CRM Survey

Why CRM implementations FAIL!

You cannot……. JUST DO IT!

• Technical delivery • Security• Deployment

• IPad/IPhone/Blackberry/Android• Windows Phone

• Industry standard database• Open API

• Fully Integrated suite• Office• Exchange/outlook• Sharepoint

• Business focused • Integration to back office MIS• Business Intelligence on line• Interoperable with SQL reporting services

• Price • Select agreements in place with EDLARS

Why Dynamics CRM?

1. Business to Business / Employer Engagement2. Marketing for Employers3. Enquiry Management- students, Business, etc4. Work Based Learning / Short Course

Management5. Event Management and Open days6. Alumni management and Fundraising7. Recruitment management8. Contract Management9. Document Management10. Placement management

Crimson solutions on Dynamics CRM?

User Adoption

Automatic email tracking. CRM is aware of CRM contacts.

Enquiry Management

Enquiry Tracking from Outlook Email records into CRM – 2 clicks!!

Employer Engagement

Track business development activities through Outlook

• CRM provides rich reporting capability including:

• Dashboards

• Inline Analytics

• Report Wizard

• Native Excel Integration

Management Reporting

Management Reporting

DO NOT Think1. CRM is a product2. It’s a technology, so we implement with wizards3. It could be implemented without Senior

stakeholder engagement4. Your current data is good enough5. Business Process change and culture change won’t happen

Do Think1. SMT commitment2. Create a clear defined set of goals and objects and stick to them3. Manage the cultural change4. Be prepared to relook at data quality 5. Integration/interoperability and reporting

In Summary