Episode 16: Being a better customer, with Chris Warton
CRM MVP Podcast17 Joulu 2017

Episode 16: Being a better customer, with Chris Warton

Here at the CRM MVP Podcast, we like to focus on topics that are rarely discussed out there, and sometimes we like to be the first podcast out there covering a topic in particular.

In this case, we managed to accomplish both conditions, we decided to dedicate an episode to the best practices and techniques you can leverage to become a "better customer", perhaps even "the perfect customer".

Let me explain what that means.

The perfect customer - in my eyes - is the organization that manages to accomplish the trifecta of value when it comes to Dynamics 365:

1. They manage to achieve their business objectives by implementing Dynamics 365 to help them get better in all 3 areas of the Customer Lifecycle: acquiring new customers, deliver products or services more efficiently to those customers, and extend the relationships they have with existing customers. This makes the Dynamics 365 customer happy.

2. By having a solution that helps them on their Customer Lifecycle you get User Adoption, which means license revenue and utilization, which makes Microsoft happy.

3. Having a great working relationship with their partner is the third element of "the perfect customer trifecta", where the expectations from the customer side, and the partner side line up perfectly. In other words, the customer receives exactly what they need when they need it, and the partner is 100% focused on providing that specific value. This makes the partner happy.

Whether you work for a Dynamics 365 partner or a customer, this episode will include best practices and tips on how to get the most value out of Dynamics 365 as a customer, how to find the best vendor for your specific organization and needs, and how to avoid pitfalls during your implementation.

Lastly, I would like to thank Chris for sharing the Glynlyon story and best practices during this episode. They are an amazing company and industry leader in academic solutions. You can learn more about them at http://www.glynlyon.com/

Jaksot(100)

Episode 41: THIS versus THAT

Episode 41: THIS versus THAT

I was traveling to Sweden to speak at Dynamics 365 Saturday in Stockholm when I started realizing that there were a few situations in Microsoft Dynamics 365 where there were a couple of ways to approa...

2 Joulu 20181h 3min

Episode 40: Ten features that should be ADDED to Dynamics 365

Episode 40: Ten features that should be ADDED to Dynamics 365

Episode 39 focused on 10 features I wanted GONE from Dynamics 365. This episode focuses on 10 features I want ADDED to Dynamics 365 immediately. Here's my wish list: Print to Word/Print to PDF/Email ...

18 Marras 201858min

Episode 39: Ten features that should be REMOVED from Dynamics 365

Episode 39: Ten features that should be REMOVED from Dynamics 365

There are so many features in Microsoft Dynamics 365. Some of those features have been in the product for a long time and I believe they should go away! Now, I know you'll disagree with some of the it...

4 Marras 20181h 8min

Episode 38: Managed vs. Unmanaged

Episode 38: Managed vs. Unmanaged

Episode 37 caused quite a stir because I publicly announced my refusal to ever use Managed Solutions for any purpose other than to deliver IP or Solutions created by an Independent Software Vendor (IS...

21 Loka 20181h 14min

Episode 37: NOT EVEN ONCE

Episode 37: NOT EVEN ONCE

The title says it all. This is an episode about the "things" I never do or use in Microsoft Dynamics 365 and why. Just like the "Top 20 Best Practices I disagree with" episode, you will probably go th...

7 Loka 20181h 11min

Episode 36: Standby to GET SOME

Episode 36: Standby to GET SOME

Paul Slade is CEO at The CRM Team, a world-class Microsoft Dynamics 365 Gold Partner in South Africa. I've known Paul for several years and this episode is long overdue. Paul is an excellent speaker, ...

23 Syys 201845min

Episode 35: Top 10 CONFRONTATIONS during implementations

Episode 35: Top 10 CONFRONTATIONS during implementations

I've been thinking about this episode for a while. I wanted to take some time and talk about those confrontational situations that happen once in a while during Dynamics 365 Implementations and what i...

9 Syys 20181h 9min

Episode 34: What's the best way to consume Dynamics 365 data and functionality?

Episode 34: What's the best way to consume Dynamics 365 data and functionality?

In the past, whenever we approached a Dynamics 365 Solution we never really thought about the client/medium the user would use to access the functionality and data. We led entire implementations from ...

26 Elo 201842min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
herrasmieshakkerit
ostan-asuntoja-podcast
rahapuhetta
rss-rahamania
rss-lahtijat
rss-seuraava-potilas
leadcast
rss-merja-mahkan-rahat
rss-40-ajatusta-aanesta
rss-porssipuhetta
rss-levosta-kasin-yrittajyys
rss-sisalto-kuntoon
rss-vaikuttavan-opettajan-vierella
rss-ma
rss-bisneksen-pehmea-puoli
rss-draivi