CRM Implementation

Implementing a CRM System can be a complex project, not necessarily because of the technical aspects of the solution, but more so because of the challenges associated with leveraging the technology and integrating that with the people who will use the system each day. All CRM implementations inevitably will need to deal with issues pertaining to automating daily tasks, obtaining user buy-in, avoiding automating bad processes, and embedding CRM as a philosophy into the organization.

Below is a list of our “Top 6” tips to help you navigate your CRM Implementation, and improve your chances of success. These tips have been generated over 10 years, as the result of completing almost 300 successful CRM deployments.

  1. Designate an internal champion. Regardless of how good your CRM Implementation consultant is, you still need to have an internal CRM Champion – someone who has sufficient “power” within the organization to get things done, to set direction, and the authority to make things happen.
  2. Before you start, determine what success is. Don’t be one of the organizations that goes into your CRM implementation not knowing what you want out of it, and how you will measure success. Set objective goals and targets, and check on your progress towards meeting them on a regular basis.
  3. Don’t rush things. Regardless of what anyone says, a CRM Implementation cannot be rushed. Don’t buy into marketing and promotions that suggest you can be up and running in “hours”. Can you have software turned on within hours? Sure you can, but that is about 1% of a CRM implementation. What value are you going to get out of such an implementation? Absolutely none. Successful CRM implementations take time, require planning, require adjustment, and cannot be rushed. Expect 3-6 months, elapsed, to have everything in place, and operating at peak efficiency.
  4. Don’t do it yourself. There are certain jobs at home, or in the office that make sense to “do yourself”. Home Depot and Staples are built on this premise. Neither of them sell CRM, and for good reason. More than 80% of CRM implementations attempted “in house” ultimately fail. Why? CRM Implementation is a specialty. Its very different than, say, a network restructure, or an office suite deployment. A CRM Implementation is 20% technology, and 80% other things. Is your “IT Guy” really qualified to re-design your business processes? Is your marketing person really fit to rework your order processing group? Have any of them ever done such a project before? Are they all familiar with best practices that cover all of these subjects? Make use of a skilled, experienced CRM implementation specialist, and you are far more likely to have a smooth, successful implementation that will begin returning value to you quickly.
  5. Plan for tomorrow, not today. Its very easy to look at your current problems, and focus only on them. Certainly your CRM implementation should help you solve todays issues, however, you need to keep your eye on what your challenges will be 1, 2, 5, 10 years from now and ensure your system will grow, flex, and expand to meet those needs. Pick the right platform, implement it properly, and leave room for growth. After all, you do hope to grow your business, right? Just like when you buy new shoes for your 13 year old… leave some “toe room”.
  6. Pay attention to “TCO” – total cost of ownership. Unlike most other system implementations, a CRM system should have a negative cost of ownership, meaning that over the life of the system, it should save you much more than the investment required to implement it. A quality CRM implementation should include a plan that will provide you with total return on investment within 2 years, and possibly much less. Compare this with other IT projects – which generally have return on investment periods of 5-7 years.

If you have any questions please contact us at DSD Business Systems

858-550-5900

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A new feature  for MAS 90 has been added in the latest Product Update (  4.40.0.3).  Now you  can now post a transaction into the Check Deposit and Adjustment Entry and have an option to post directly to General Ledger.

Here is how it works.

Bank Reconciliation -> Check, Deposit and Adjustment Entry ->

Enter a new check at the bottom of the list. After entering the check number, entry number, check date, reference, payee name and amount, select the check box “Select for G/L Posting. When the check box has been selected the field “Distribution Account No.” opens up and you can enter the general ledger account number. The Comment field also opens up. If you enter anything into the Comment field it will post into the general ledger.

MAS90 Check Entry

Back at the menu there is a Bank Reconciliation Transaction Register menu item. The bank code is selected.

Trans Register

The register is printed and updated, just like all other posting processes in MAS90.

MAS90 Register

A Daily Transaction Register is printed and updated.

After the transaction has been updated the Check, Deposit and Adjustment Entry displays the account number but the field is grayed out.

MAS90 Adjustment Entry Screen

One word of caution. While you cannot change the account number it is possible to delete the line. Deleting the line does not undo the journal that was posted to you general ledger.

Additional note. There are two new buttons on the bottom left of the screen. You can launch the Bank Reconciliation Transaction Register and the Bank Recap Report from the entry screen. Just another little convenience!

If you have any questions on how this is done please contact our support desk or call us at 858–550-5900

DSD Business Systems

www.dsdinc.com

Thanks to  Merilyn Van Zwieten  Partners-in-tech for this tip.

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When you upgrade to Sage MAS 90 or MAS 200 v4.4, you must prepare your Payroll Data entry imports prior to upgrading in order for them to work in v4.4 MAS90.   If you don’t, when you try to compile the PR.DATAENT import you will receive  an error message, and the job will delete.   If you try to import the job without following  below tip, the import will delete when you attempt to compile.

This is due to the job validations existing in the prior version  containing obsolete file references that no longer exist in the data dictionary in v4.4.

Here is the best way to prepare your import for Payroll.

Prior to importing/migrating the job to version 4.40.x:

  1. Log into an earlier version of Sage ERP MAS 90 and 200 (for example, version 4.30).
  2. Select Visual Integrator, Main, and Import Job Maintenance.
  3. Select the PR.DATAENT import job.
  4. Click Validation. Click OK at the warning message.
  5. Select the Check_Bank_Code field. Click Del to remove it.
  6. Export and migrate the job to version 4.40.
  7. Start version 4.40. Import the job.
  8. Add the Check_Bank_Code column on the Validation tab, as shown below. Choose the file name GL_Bank and Key Expression PR6$(20,1). Alternately, select the Resetbutton to reset all Validation.


SAGE Resolution ID  525271

Jim Woodhead
DSD Business Systems
www.dsdinc.com

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dsdtipsWelcome to the new DSD Support Tips log. This will be our forum to communicate the latest tips and tricks for the software packages that we sell and support. We’re here to help you get more use out of your software and allow you to better utilize it.

We have a great group of support bloggers here to help you out. You’ll see posts from MAS90 and MAS200, MAS500, ACCPAC, SageCRM, SalesLogix and many other third-party products that integrate with our packages. Also we may have some guest bloggers to keep things fresh.

If you are looking for additional tips you can also look at the Sage Community forum (http://community.sagesoftware.com/) to join many other Sage communities.

If you have any ideas for upcoming blog posts or suggestions on how we can improve our service.  E-mail us at support@dsdinc.com.   We hope you will enjoy our blog and thanks for stopping by.

Jim Woodhead
www.dsdinc.com

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