An Easier Way to Boost CRM Value

by | News

An Easier Way to Boost CRM Value

by | Mar 3, 2020 | News

Introducing boosters for Microsoft Dynamics 365 and Sage CRM!

Here at Azamba, we spend an awful lot of time thinking about how to ensure our customers generate maximum value from their CRM.

That’s why we developed the OnTrack CRM Success System to combat the high failure rates that can destroy your CRM return on investment, and why we continue to put time and resources into improving that system year after year.

In the last six months alone, we’ve dramatically updated our training materials, built a streamlined CRM app for Dynamics 365 customers, simplified the scheduling and onboarding processes, added Microsoft Teams collaboration spaces to our OnTrack program, and introduced OnTrack concierges whose entire job is to ensure our customers are getting results, and to connect them with the resources they need to ensure those results.

Obviously I’m a little biased here, but I think it’s fair to say we’ve come a long way in a short time, and it’s not like we were starting from zero!

But resting on our laurels is not how we got here, and it’s not how we’re going to move forward. A big part of our corporate culture here at Azamba remains asking ourselves one question:

How can we do this better?


Practice makes patterns

One of the ways we’ve long helped our customers generate higher returns on their CRM investments is through customization and integration projects. Over the years, our team has helped hundreds of businesses tailor their systems to meet their individual needs through development projects and both on-site and online workshops.

All those projects have helped our team become better and more efficient at building out solutions for our customers. But they have also highlighted just how similar many of the requests we get are.

Customers working in certain industries often want one thing. Customers of a certain size often want another. Customers with certain goals want yet another, as do customers facing particular challenges.

Some organizations want to make improvements in-house with guidance from our experts. Others want to work collaboratively. And still others want to keep doing what they do best and let us roll up our sleeves and solve their problems for them.

No two businesses are identical, but the vast majority of their individual needs can be met by mixing and matching some pretty consistent solutions and approaches.

And yet, for many years, we have operated under a pretty typical development and consulting model when it comes to these kinds of projects: we go back and forth with the customer to ensure we understand their needs, scope the project, agree upon a price, perform the work, deliver results, and move on to the next challenge.

It’s not a bad way to do things. But it’s not the best way, either. In many cases, it wastes a lot of time (both ours and our customers’!) during the discovery and scoping processes.

Why, after all these years, are we still re-inventing the wheel over and over again?


Integration and customization made even easier

In light of all this, I am very excited to announce the first wave of Boosters for Microsoft Dynamics 365 and Sage CRM!

On-Site Workshop (Microsoft Dynamics)
Custom Business Process Flow (Microsoft Dynamics)
CRM Together Accelerator (Sage CRM)

What’s a Booster, you ask?

Simply put, a Booster is a pre-defined integration, development, or consulting project designed to boost the value of your system.

Each booster offers multiple, pre-scoped options for you to choose from, and we’ll continue to add more based on customer requests and feedback.

And if you don’t see exactly what you need, we can still go off-script! But even then, the bulk of the baseline project will already be defined, saving us all time and headaches.


Looking for a boost?

Check out our first wave of CRM boosters for high-value ways to boost your CRM value quickly!

And as we continue to build out and add to our booster offerings, we’d love your feedback! What do you like? What don’t you like? Do you have suggestions for our next wave of boosters?

Let us know in the comments below, by connecting with your OnTrack concierge, or by emailing


David Marincic is Partner Experience Manager at Azamba. He also manages and edits Azamba publications and social media channels.

David believes in the importance of good planning, sound practice, effective communication, and continued education in order to get the most from any technology solution.

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