When Microsoft Dynamics CRM Is Too Smooth, Here's How to Sabotage Your Internal Competition
The boss has asked you to join the Microsoft Dynamics CRM implementation team.
The
problem is, you don't really want the new sales and marketing guys to have a tool this
powerful.
They might start selling more than you do and make you look bad. You
like
things just the way they are. Don't worry. Here are two techniques to seemingly improve the performance of Dynamics CRM that
have killed projects in the past.
1. Make new entities for different categories of
people.
This seems like a great idea. An entity is seen in Dynamics CRM as
a
separate input screen, and in the database it is a separate table.
Contacts,
Opportunities and Leads are examples of entities. Dynamics CRM allows
you
to create as many as you like. Since you track different information
about
vendors and customers, and other categories of contacts, it makes
perfect
sense to create specialized entities for each.
Other marketing people will never realize, until it is too late, that this will render the
system very confusing, perhaps unusable. People will fall into multiple categories. You will
not be able to properly link calendar activities to the appropriate entity.
The
system will very quickly become so confusing that people will stop using
it.
If you try this tactic, be aware that someone might suggest ways to
incorporate
different categories of information into sections of a contact record, and resolve the problem you intend to create before you even get started.
2. Automate all of your sales processes.
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