Microsoft Dynamics CRM is the culmination of years of work put in to bring together the three pillars of an organization under the umbrella of software development: sales, customer relationship and marketing. If implemented correctly and with proper planning, Microsoft Dynamics CRM- Agile methodology could spell success for the organization. Read more: http://suyati.com/how-to-implement-microsoft-dynamics-crm-using-agile-methodology/ Reach us at:services@suyati.com

1. How to Implement
Microsoft Dynamics CRM
Using Agile Methodology

2. • Why Agile?
• What is the Agile Methodology ?
• Is Agile CRM right for you ?
• Three approaches to implementing
Microsoft Dynamics CRM
CONTENT

3. Customer Relationship Management (CRM)
is an ecosystem of practices and strategies which ensures that the
organizational organism caters to the needs of customers and retains
them efficiently.

4. The most commonly used CRM implementation model is the
Waterfall method.

5. • TheWaterfallmethodfollowsalineartrajectorystarting
withthecollectionofdataanddocumentsfollowedby
designingandcodingandtestingofthesystem.
• Buttediouscontrolandadaptabilityissuesresultin
theriseoftheagile-alternativewhichrespondstothese
shortfallseffectively.
Why Agile?

6. • TheAgilemethodologyfollowsacyclicalpatternwhere
theoverallperiodisdividedintophases(called‘sprints’)
andeverysprintisallottedadeterminedtime-period
(usuallyintheunitofweeks).
• Intheseriesofphases,eachsprintisattributedalisting
ofdeliverables.
What is the Agile Methodology?

7. • TheAgilemethodologywillsyncwithanorganization
whichislookingforaself-maintainingmechanism
wheremulti-dimensionalgoalscanbeaccomplishedin
anintegrativemanner.
• Anorganizationfollowingthismethodmustmakesure
thatallthedocumentationiscontinuouslyupdatedand
recorded.
Is Agile CRM right for you?

8. • Yourorganizationcanstartbyfocusingonone
componentatacertaintime.
• Theobjectiveremainstoemphasizeonhigh-priority
moduleoftheorganizationandthen,constructreleases
basedonthedataderivedduringthelastreleases.
Implementing MS Dynamics CRM
CRMApproach1:
Component-Wise
Release

9. • Itisalsopossibletoplantheorganizationalreleaseson
basisofspecifictasksandend-users.
• Thiswillallowtodeliverthemostimportantofthe
segmentsfirst.
• Thisapproachisidealforthoseorganizationswhichare
currentlymakinguseofmultiplemethodstofulfil
varyingdepartmentalneeds.
Implementing MS Dynamics CRM
CRMApproach2:
Activity-Oriented/
Target-AudienceBased
Releases

10. • Whenyouarefollowingthisapproach,youhaveto
choosebetweenoutstandingfunctionalityand
personalizationononehandandmanualprocedures
andautomaticwork-flowsontheother.
• Yourcompanyistoprioritizeitsneedsandwaitto
recognizetheprimarytasksoncethecorefunctionality
isputout.
Implementing MS Dynamics CRM
CRMApproach3:
Prioritizeandlandon
corefunctionality

11. Our experts can help in your queries on MS Dynamics CRM

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