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CRM User Adoption: Smart Features in Dynamics CRM 2013 Navigation

Written by Satha Arumanayagam GAICD, FCPA, FCMA

Streamlined Navigation is a great feature in Dynamics CRM 2013 that could greatly assist CRM (in house and mobile) user adoption. Streamlined Navigation allows access to drop down menus from the top of the screen, making access to specified entities and business data swift and intuitive.

About Satha
Satha is passionate about working with clients on business transformation initiatives and implementing tailored CRM based applications, working with Commercial Off The Shelf (COTS) solution platforms such as: Microsoft Dynamics CRM and Salesforce. Satha has wide experience in CRM based business applications including:

Navigating between entities is done easily through the Microsoft Dynamics CRM icon. In the example below, should the user wish to navigate to another entity (from the current Sales entity) then clicking on the Microsoft Dynamics icon the user is able to swiftly access their (security role based) entities

social CRM and integration with Big Data call centre solutions for wealth advisory brokers (financial services) grant and tender management solutions, case management solutions (government) member and volunteer management, case management, donation management, marketing automation (health & community care) student life cycle management, constituent management (higher education)

Satha is the founder of SVA Global, a CRM & ERP consultancy practice specialising in the government, education and healthcare sectors. Sathas experience in the technology sector includes: sales and regional practice leaderships roles with Microsoft and HCL Technologies Ltd. Satha is an accountant and a company director by education.

M: 61 (0) 417 321 257

w: svaglobal.com

e: satha@svaglobal.com

Not for Profit CRM A Practical Guide Part 1


Written by Satha Arumanayagam GAICD, FCPA, FCMA

Factors to consider when selecting a Not for Profit CRM solution:

look at the bigger picture: selecting a CRM solution is a business decision, heavily influenced by the IT, and not the reverse. The organisations IT strategy should be aligned with overall business strategy architecture (hosted vs. in house ): Organisations requiring a high level of integration with in house applications may go down the path of a in house solution. The additional costs associated with this option, including the need to strengthen and maintain the in- house IT support team, needs due consideration. A hosted solution, on the other hand, offers a Cloud based model that is easily deployable, requiring less internal support and maintenance. total cost of ownership: cost of every solution should be viewed in the context of a 5-7 year period, and analysed by its major cost components i.e. o first year licensing, customisations & implementation costs o internal IT resources o on-going training o annual maintenance o add- on modules o annual software subscription (SaaS model) o hosting costs future proof: The vendors road map for the solution should be matched with the anticipated solutioning requirements for organisation. The vendors plans to maintain and enhance the solution within the 5-7 year time horizon needs to be understood. sector experience & capability of the solution provider: a good solution provider/vendor will present reference sites and case studies to demonstrate their capability in deploying a Not For Profit CRM solution. Experienced players entering new market segments will offer to participate in the clients risk mitigation strategies by offering promotions such as: capped cost implementation projects, free trials on customisations, add on etc..

M: 61 (0) 417 321 257

w: svaglobal.com

e: satha@svaglobal.com

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