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	<title>Sir Slur &#187; crm4</title>
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		<title>User Acceptance</title>
		<link>http://www.sirslur.com/2010/03/16/user-acceptance/#utm_source=feed&#038;utm_medium=feed&#038;utm_campaign=feed</link>
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		<pubDate>Wed, 17 Mar 2010 02:18:10 +0000</pubDate>
		<dc:creator>sirslur</dc:creator>
				<category><![CDATA[MS CRM]]></category>
		<category><![CDATA[CRM]]></category>
		<category><![CDATA[crm 4]]></category>
		<category><![CDATA[crm user acceptance]]></category>
		<category><![CDATA[crm4]]></category>
		<category><![CDATA[microsoft]]></category>
		<category><![CDATA[microsoft crm4]]></category>
		<category><![CDATA[ms crm 4]]></category>
		<category><![CDATA[ms crm user acceptance]]></category>
		<category><![CDATA[mscrm]]></category>
		<category><![CDATA[mscrm 4]]></category>
		<category><![CDATA[mscrm user acceptance]]></category>
		<category><![CDATA[user acceptance]]></category>

		<guid isPermaLink="false">http://www.sirslur.com/?p=1870</guid>
		<description><![CDATA[Getting one of my deployments of CRM fully rolled out has been a slow process. When I started, they only wanted to use part of the sales functionality.&#160; They wanted&#160; to use Accounts, Contacts, Orders, Invoices, and Leads (orders and invoices were being integrated over from Great Plains).&#160; As you can see, not very much. [...]]]></description>
			<content:encoded><![CDATA[<p>Getting one of my deployments of CRM fully rolled out has been a slow process. <img style="border-bottom: 0px; border-left: 0px; display: inline; margin-left: 0px; border-top: 0px; margin-right: 0px; border-right: 0px" title="user-surveys" border="0" alt="user-surveys" align="right" src="http://www.sirslur.com/wp-content/uploads/2010/03/usersurveys.gif" width="168" height="168" /> When I started, they only wanted to use part of the sales functionality.&#160; They wanted&#160; to use Accounts, Contacts, Orders, Invoices, and Leads (orders and invoices were being integrated over from Great Plains).&#160; As you can see, not very much.</p>
<p>There was not a whole lot I could do with what we were using to show a return on investment.&#160; </p>
<p>Over the last year, we rolled out Opportunities, and Marketing Campaigns.&#160; I now could start accumulating some data.&#160; After about 6 months, I started to show some forecasting and trending reports based off of many different parameters.&#160; The C-level loves it.&#160; No longer do they have to guesstimate what the company might be bring in and from where (where did the lead come from).&#160; Manufacturing can now have some insight to what they need in inventory.</p>
<p>I have also added many custom entities and custom code to meet other business practices to support the sales department.&#160; Suffice it to say, management can run a single report and get every bit of information about an opportunity on one page.</p>
<p>Now that the executives are talking, I am beta testing a custom Professional Services module that I have built.&#160; It will replace a SaaS program that is currently being used.&#160; I am also in the planning stage of moving techsupport over from a separate ticketing system to CRM.&#160; I thought it would be difficult to get these 2 departments to migrate over, but I was wrong.&#160; They came to me.&#160; They like what they have heard from other departments and demos I have shown since.</p>
<p>&#160;</p>
<p>Even thought this has been a slow project, it is a successful one.&#160; The users are excited to use it.&#160; I am constantly getting feedback from management of new applications they want in CRM and the main reason the users are loving this is ease of information.&#160; Everything is now in one easy place to get all the information they need to make an educated decision.</p>
</p>
<p>sirslur</p>
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