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Keeping CRM Simple Larry Lentz , CRM MVP

Keeping CRM Simple Larry Lentz , CRM MVP. Summit 2009. Our Premier Sponsor. Keeping CRM Simple. Agenda Welcome Short Presentation Interactive Discussion Wrap-up. Keeping CRM Simple. Your Speaker Larry Lentz, MCT, MVP, MBSP Lentz Computer Services Larry@LentzComputer.net.

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Keeping CRM Simple Larry Lentz , CRM MVP

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  1. Keeping CRM SimpleLarry Lentz, CRM MVP Summit 2009 Our Premier Sponsor

  2. Keeping CRM Simple Agenda • Welcome • Short Presentation • Interactive Discussion • Wrap-up

  3. Keeping CRM Simple Your Speaker Larry Lentz, MCT, MVP, MBSP Lentz Computer Services Larry@LentzComputer.net

  4. Keeping CRM Simple • Clearly Defined Leader • Too many cooks • Approval process for features/changes • Keep Data to the Essentials • Ensure data is meaningful & needed • Don’t make hard to get data ‘Required’

  5. Keeping CRM Simple • Put-in/Get-out Ratio • Users must find the system useful • Not just to satisfy management reporting • User Training • User will use it if they know it • Make frontline managers/supers SMEs

  6. Keeping CRM Simple • Simplify Security • Business Units for security • Minimum security roles per user • Copy default roles, then modify • Only Supported Customizations • Use SDK • Microsoft will support you • Upgradeable

  7. Keeping CRM Simple • How Do You Eat an Elephant • One bite at a time • Don’t put it all on your plate at once

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