Adapting to the many benefits of wdx
- 1. 1 | P a g e Guiding your people to adapt to and realise the many benefits of WDX CRM True CRM specialise in engaging organisations with the many features WDXand Microsoft Dynamics products offer. Our experts have years of experience in overcoming CRM user adoption barriers and adapting available features to meet emerging requirements. We guide your workforces journey from how they work prior to implementing CRM to the way they can work once they fully utilise WDXand Microsoft Dynamics. Once youre Organisation is engaged with (WDX) CRM we help further maximise your investment by showing where your purchased software can be further leveraged to meet future requirements. Our methodology adapts to the unique needs of your Organisation, ensuring you rapidly realise the benefits of the tools you are already paying for and further maximise that investment by finding new uses for these same tools. Main Servicesoffered: Organisation WDXembedding strategy o Identifies barriers to adoption o Quick wins to improve usability o User engagement roadmap with instructions for your Organisation to continually evolve it Dashboard Customisation; MI, Client management insights and Team management. View customisations and advanced queries to drive reporting. WDX upgrade impact assessment and evaluation (WDXoffers quarterly product upgrades). CRM and WDX marketing functionality, how to leverage MS Dynamics features you already own. WDX configuration work (We wont perform customisation that invalidates your WDXor Microsoft warranty). Specialist WDX& MS Dynamics CRM training for System Administrators and Super Users. Can we do thisourselves? Yes, you can and if your organisation has the capacity to have dedicated full time experienced MS Dynamics CRM resources, we can train them how to perform WDX and MS Dynamics configuration, as well as recommending the appropriate certifications, training courses and forum memberships to ensure your organisations continued self-sufficiency. However, if your organisation operates a leaner model that cant support full time in house CRM expertise, then we resolve this skill gap by offering part time WDXand MS Dynamics experts as and when required. We work on the parts of MS Dynamics and WDXthat you as a Client could technically update and manage yourself, rather than having a full time employee attend Microsoft Dynamics training and learn the intricacies of the ever evolving WDX and MS Dynamics CRM products our experts provide this service for you. Our unique understanding of WDX and Microsoft Dynamics CRM enable us to map your teams varied and individual requirements to the technology you have purchased in the best way possible, minimizing the need for further costly product customisations.
- 2. 2 | P a g e Our existing Clients: Mercier Vanderlinden Asset Management Hired to identify reasons for low levels of (WDX) CRM usage as MVAM had been live with WDX CRM for over a year. Our Health check analysis identified adoption barriers and delivered a CRM Roadmap focussed on driving usage by giving Relationship Managers reasons to want to use CRM, as well as providing the management and Compliance team with tools to monitor its usage. We subsequently specified and oversaw implementation of minor WDXenhancements proposed to remove adoption barriers. Following these changes Mercier Vanderlinden went from only occasionally using WDXCRM to file Client emails, to using WDXCRM for business development, Prospect and Client interactions, regulatory activities and to help manage their Client and Prospect contact strategy. We now visit Mercier Vanderlinden Asset Management monthly to provide expertise on WDXCRM features, adjust user and management information Dashboards, produce ad-hoc reporting queries and provide training guidance. Ruffer LLP Ruffer engaged us to help drive adoption of the newly implemented CRM system (WDX). The benefits of CRM were not being fully utilised by the front office teams and risked a downward spiral of adoption. We initially performed a (WDX) CRM health check, meeting representatives from all front office teams to identify current issues and challenges. Critically some users advised their use of CRM was intermittent and it was not the go-to tool perceived at the instigation of the project. We concluded that users were not yet ready to consume information as (WDX) CRM presented it, in some cases avoiding the new system was easier than interacting with it. Working closely with representatives from each team we designed a program to enable transition from the way they worked to the more efficient way they could work when fully embracing (WDX) CRM. Adoption rates increased, as shown by usage statistics and the benefits of the system were realised across front office teams. CRM at Ruffer is now a critical business system and essential to facilitate the day-to-day operation of the front office David Francis,ChiefOperatingOfficerfromRufferLLP