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Who benefits from CRM?
Small businesses looking to grow
If you want a competitive edge in your marketplace, a CRM solution might be it. CRM can take the burden of IT management off your employees by automating your business processes so you can focus on what's important: leading your business to succeed.
Foster Leads
Personalize the buyer experience by customizing customer journeys based on user engagement.
Making Better Decisions
Build custom dashboards to analyze the data that matters most to your business.
Adapt Quickly
Use artificial intelligence (AI) to guide your business decisions and drive innovation.
How We Works
Critical Success Factors for WorkMagic's Dynamics CRM
At WorkMagic, we have identified 4 critical factors for success with Microsoft Dynamics CRM by WorkMagic that must be managed after the go-live celebration winds down. These items are consistent across all implementations and the process to handle them must be applied system-wide to allow your deployment to still be successful 12 to 24 months in the future.
01
User Adoption Demands Vigilance
Are your Users working in the system every day? Are they adding, updating and using the data you took so much effort on getting in the system? How do you know for sure? A system can be as elegant and functional as you can make it, but without Users actually using it, what do you have? In order for CRM to be a success, User adoption is critical and needs to be continually encouraged, if not mandated.
02
Data is Only Relevant Until It's Not
We reinforce with our customers the 3-legged stool approach to data in CRM. Simply put, you need a plan to address the following 3 questions about your CRM data: Who enters the data? Who maintains the data to keep it relevant? Who consumes the data and how? If any of those questions can't be answered, your CRM data probably will become obsolete.
03
Processes Change and Your CRM Needs to Change With Them
As your business adjusts to changes in the marketplace, you need to identify and replace outmoded or misapplied business processes. Think about what could happen with CRM if you don’t. Users still have to get their jobs done. If the system doesn’t help them they will figure out a way around the system. The longer this goes on, work-arounds act like a virus that diminish the value of your CRM system and eventually make it irrelevant.
04
Keep Your Eyes On The Road
With software as your platform, it's always important to know what is coming next. Vendors, at least the right vendors, have a roadmap and generally share it throughout the year. Knowing what new functionality or improvements are coming can be the difference between a relevant CRM and one that will be outgrown. You may not have a full time CRM Guru on staff, spinning out admin pearls of wisdom to your Users every day. We maintain your CRM properly, keep Users happy, data relevant, and process up to date
Case Study
Our proud projects make us excel
Bring to the table win-win survival strategies to dotted proactive domination. At the end of the going forward, a new normal that has evolved generation.
Client's Review
What do people praise about WorkMagic?
Peter
CIO
WorkMagic designed, implemented and tailored the applications to fit our business needs. They helped us · Strategic Innovation · Operational Efficiency · Modern & Scalable System
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