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Why I Am Confident We Can Provide Fixed Fee Dynamics CRM Implementations – Business Intelligence Info

WeprovideFixedFeeDynamicsCRMimplementations。

Nogimmicks,NoGames。

AftermorethanadecadeofexperiencewithnumerousandcomplicatedCRMprojects,wehavedevelopedasuccessfulsystemforprovidingfixedfeeDynamicsCRMImplementations。

Here’showitworks:

Part1:DiscoveryProcess(Free)

Wetakethetimetogothroughabriefdiscoveryprocess。

Wewanttounderstandyourbusinessandunderstandtherelationshipsthatareimportanttoyou。

(ACRMsystemisgenerallyfocusedontrackingpeople,moneyandthingsandwewanttoknowwhatyoutrack。

)

ThenwewanttolearnaboutyourrequirementsandgoalsinordertodeterminehowaCRMsystemisgoingtomeetthoserequirementsandifDynamicsCRMisagoodfit。

Wedontchargeforthisdiscoveryandwecandoitrelativelyquicklybecausewehavebeendoingthisforalongtime。

Basedonyourbusinessrequirements,wewillgiveyoualooseprojectestimate。

Forexample,anestimateof100to300?

hoursforimplementation(plussoftwarelicensing)。

Iagree,thisisaprettywidegap。

Butitisimportanttostartwiththisstepbecauseitmakessurewearebothinthesameballpark。

Ifyousay,“Geeze,wethoughtthiswasgoingtotake15?

hours,”thenwebothknowthisisnotgoingtowork。

Butifyoulikeourapproach,andagreewiththerange,thenwestartgettingspecific。

Part2:FunctionalDesignPhase(Paid–FixedCost)

Inphasetwowewillgiveyouafixedestimatetogothroughafunctionaldesignphase。

Forexample,iftheinitialestimatewas100to300?

hours,withinthattimewemightscheduleafixed30?

hoursasapaidengagementforthefunctionaldesignprocess。

Togetherwewillthinkthroughthefunctionaldesignwithyourspecificbusinessrequirementsinmind。

Wewillplaydevilsadvocate?

Wewillaskleadingquestions?

Wewillbringuptopicsthatyou,theclient,maynothaveknowntoask。

Youmanytellusyousendinvoicestocustomers。

Great。

Butwhatareyourcommonterms,whatareyoucapturing?

Whereisthatinformationcomingfrom?

Doyouhaveastandardtemplateforservicesversusproducts?

Whereissalestaxcalculated?

Whatistheoutput?

Weguideyoutothetypesofinformationthatweneedwithaneyetodetailandwegiveyouhomeworktocollectthatinformationwithinthecompany。

Itsnotaquickprocess,buttogetherwefigureoutexactlyhowitsgoingtoworkandmakesureyouarethoroughlyeducatedaboutCRMandwhatitcando。

AndI’dliketopointoutthatwedon’tmakeanymoneyonthisfunctionaldesignphase。

Wearetryingonlytocoverourowncosts?

Ifweestimate30hoursforafunctionaldesigndocument,wemayspend100hoursonitbecauseitsocriticaltousthateverythingbecorrect。

Afterall,thisiswhatwewillholdourselvestoduringthefixedfeeimplementation。

Attheendofthese30hourswewillgiveyouadetailedblueprintforyourDynamicsCRMimplementation。

Weknowexactlywhatweneedtoprovideandyouhaveaverygoodunderstandingofwhatyouaregoingtoget。

Part3:ImplementationProject(Paid–FixedFee)

WhenthefunctionaldesigndocumentisagreeduponwecanconfidentlyprovideafixedfeeproposalfortheentireDynamicsCRMimplementation。

Youwillknowexactlyhowmuchitwillcost,andhowlongitwilltake。

Evenifittakesuslongertoaccomplishsomethingweagreedupon,youwillnotpaymore。

Wedesign,developanddeploytheDynamicsCRMsystembasedonthatblueprint。

Therearenosurprises。

Webillagainstthebudgetandthebudgetisfixed。

Ifyoudecidethatyouwantsomethingthatisnotincludedinthisblueprint,thatisoutsidethescopeoftheproject,youcanchooseifyouwanttopayextra。

Whydofixedfeeprojectsmakeeveryonehappier?

Ourprocesssetsrealisticexpectationsforeveryoneinvolved。

Wearenotshootinghighonthepricejusttocreatesomebufferzoneincasesomethingveersoffcourse。

WhenthisisdonetheCRMpartnercanalwaysfindawayto“use”theextramoneyinthebudget,sodon’texpecttoseearefund。

Wearenotunderestimatingtheprojectjustsowecanwinthedeal。

Inthiscase,thepartnerwillinevitablycomebacktoyoulaterandsaytheyhavereachedthetopofthebudgetandyouhavetodecideifyouwillpaymoretokeeptheprojectmoving。

Bythistime,youarealreadytoofardowntheroadtobackout。

Wearebothonthesamepageaboutthefinaldeliverable。

SomeCRMpartnerswillsayanimplementationiscompletewhilethecustomersaysitisalmosttherebutthesetupdidnottakeintoconsiderationsomespecificbusinessunitthatdoessomethingdifferent。

Thepartnermayfeelthatwhattheydeliveredchecksallthehighlevelrequirementsboxesandthebudgetismaxed。

Thenitbecomesatugofwar。

ThesescenariosputthecustomerinabadpositionandmaketheCRMpartnerlookterrible。

Next,peoplestartthrowingaroundthescaryphrase“failedimplementation。

”Settingrealisticexpectationsiswhatallowsustohavehappycustomers。



Whatifchangescomeupduringthefixedfeeproject?

Ourgoalistoflushoutallthepotentialhurdlesduringthefunctionaldesignphasesothatchangesdonotcomeup。

Ifyouarewaryaboutacertainelementyoucanrequestthatwespendmoretimeonthatduringthedesignphasesothatitisveryclear。

However,oncetheblueprintisagreedupon,anythingthatyouwouldliketochangeoraddwouldbehandledasachangecontrolprocess。

Thismeansitwouldbeanewproject,withanadditionalfixedfee。

Whatcangowrongwithafixedfeeimplementation?



Unexpectedsituationssometimescomeup,butwewillprovideexactlywhatweagreedupon,evenifittakesuslongerthanweestimated。

Forexample,lastyearweletgoanemployeewhowasheavilyinvolvedinaspecificCRMimplementationprojectfromthebeginning。

Thiswasalargeengagementandtheex-employeehadbeenthepersonresponsibleforeverything。

Wehadtospendaconsiderableamountoftimetogetanewpersonuptospeedonthisproject。

Butthatwasallonus。

Theclientdidnotpayanyextra。

Ifitturnsoutthataclientgaveusfalseinformationduringthefunctionaldesignprocess,thatisadifficultsituation。

Weeitherneedtodoagoodjobofoutliningwhyitwasfalseorwejust“takeoneonthechin”andgetthroughit。

Thatiswhyweareextracarefulwhenwemaketheblueprint。

WhyshouldyoutrustAbleBridgewithyourDynamicsCRMimplementation?

Weveseenclientsthatwerebilledfourtimesmorethantheamountthatwewouldhavechargedforaproject?

Theinitialestimatemayhavebeenlower,butrealisticexpectationswerenotset。

TheCRMpartnerbasicallybilledforeverysingleminutethattheyspentontheproject,nomatterwhat。

Softwareimplementationscanbestressfulenough,thelastthingyouneedisbigsurprisesontimelineandbudgetorafinalresultthatdoesnotmeetyourexpectations。

OurfixedfeeDynamicsCRMimplementationskeepsurprisesoutoftheequation。

IfyouareinterestedindiscussingafixedfeeDynamicsCRMproject,contactAbleBridge877-600-2253or?

[email?

protected]。

ByAbleBridge,MicrosoftDynamicsCRMGoldPartner,nowaCroweHorwathcompany。

www。

ablebridge。

com

FollowusonTwitter?

@AbleBridge

Letsblockads!

(Why?

)

CRMSoftwareBlog


Posted on
星期一, 四月 20th, 2020
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