"User adoption was pushed heavily at Board Level. They were invested and committed to Microsoft Dynamics CRM success from the outset. Initial user adoption across all departments was very good. Once the end users had completed a few reports themselves
and used the advanced finder, they picked it up really quickly. Managers in our sales regions and our sales secretaries have embraced Microsoft Dynamics CRM in a very positive way. The ease of use and flexibility of the product has helped considerably.
We eased user adoption by building out a library of standard reports in advance, so that familiar reports were there from day 1. This was well received by the teams and helped ease adoption"
Early results indicate that the number of appointments made has increased and is much higher than was ever recorded in Goldmine. This is attributed to Altodigtals’ teams preferring to use MS Dynamics CRM as it is easier to update information.
As Altodigtal become more familiar with MS Dynamics CRM, they expect to do more detailed analytics, which will highlight business gaps and opportunities, helping them to become more profitable and make more informed management decisions.
There MIS team have a number of new projects planned for Microsoft Dynamics CRM. One such project involves automating the sales documentation and process flow. Helping their sales and sales order processing teams become more streamlined and efficient.
Another project is centred on automating leasing agreements. This will allow their sales teams to search for individual lease information at the customer and supplier level. Armed with this up-to-date information, the sales teams are presented with
lease agreement renewal opportunities to immediately follow-up.
These are some of the ways in which Altodigtal are going to use Microsoft Dynamics CRM to grow their business.
Future Add-on Applications to Microsoft Dynamics CRM
Altodigtal have recently purchased Click Dimensions a Microsoft Dynamics CRM add-on product for their Marketing team. When rolled out, it will help the business manage and record leads, produce surveys and analyse website visits. The team will also
be able to produce their own email templates, landing pages without the help of their IT Department.