An Easier Way to Boost CRM Value
An Easier Way to Boost CRM Value
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 crm@azamba.com.
Exploring Advanced Data Analysis Techniques with Dynamics 365
Overview Data management plays a critical role in Customer Relationship Management (CRM) and sales operations. Effective decision-making and management oversight heavily rely on the ability to present and analyze data efficiently. In this guide, we will explore the...
Dynamics 365 Marketing: Exploring Strategies with Event Planning and Lead Scoring
In this article, we will delve into the exciting realm of event planning and continue our discussion on lead scoring. If you recall our previous discussion, we touched upon real-time marketing and outbound marketing features. Today, our goal is to provide an overview...
Dynamics 365 Marketing: Automations, Lead Management
In today's discussion, we'll delve into Dynamics 365 Marketing, a robust platform offering an array of tools for automations, lead management, and reporting. With its comprehensive suite of features right out of the box, Dynamics 365 Marketing empowers...
Dynamics 365 Salesperson Walkthrough of Microsoft D365 Sales CRM
Cultivating Sales Success: A Journey Through Microsoft Dynamics 365 CRM In this article, we will explore Microsoft Dynamics 365 CRM and take a look at what a regular day for a salesperson might look like when using the system. We'll provide a step-by-step walkthrough...
Partnership Survey: Win a $250 Amazon Gift Card!
By giving us just a few moments of your time you will automatically be entered into a prize drawing and could win a $250 Amazon Gift Card! Take advantage of our wide range of FREE and user-friendly marketing assets as an Azamba Partner. Our mission is to support your...
REGISTER NOW! Webinar: Microsoft Partner Insights & Strategies
Welcome to Episode 5 of our highly anticipated webinar series, "Partnering for Success | Better Together." In this episode, titled "Unlocking Success: Microsoft Partner Insights & Strategies," join Sandie Knight, Channel Manager of Azamba, as she engages in a...
Webinar: Microsoft Dynamics 365 CRM with Business Central – A Winning Combination
Discover how Microsoft Dynamics 365 CRM and Business Central create a winning combination that streamlines operations, enhances customer interactions, and drives business growth! Join Peter Wolf - President of Azamba as he interviews Tom Doran, - Chief Marketing...
Building an Email Drip Campaign with ChatGPT for a CRM Demo
Harnessing AI to Supercharge Your Email Marketing: A Journey with ChatGPT As digital marketers, we are always on the hunt for tools that make our lives easier and our efforts more effective. I found myself in this same quest when I was attempting to create an email...
Webinar: Increase your revenue through Cross-selling!
Learn how partnering can help you grow your business AND the benefits of offering more products and services to your clients WITHOUT the expense of building a new practice. Your clients need different technologies to run their businesses, unfortunately, you can't...
Webinar Recording: Get Marketing Smart
Join Peter Wolf, President - Azamba and Cheryl Salazar, Partner & EVP Channel & Marketing Strategy - The Marketing Group for Episode 2 of our Webinar Series: Partnering for Success | Better Together, as they talk partner marketing! The Partner...
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.
Related articles:

Exploring Advanced Data Analysis Techniques with Dynamics 365
Overview Data management plays a critical role in Customer Relationship Management (CRM) and sales operations. Effective decision-making and management oversight heavily rely on the ability to present and analyze data efficiently. In this guide, we will explore the...

Dynamics 365 Marketing: Exploring Strategies with Event Planning and Lead Scoring
In this article, we will delve into the exciting realm of event planning and continue our discussion on lead scoring. If you recall our previous discussion, we touched upon real-time marketing and outbound marketing features. Today, our goal is to provide an overview...

Dynamics 365 Marketing: Automations, Lead Management
In today's discussion, we'll delve into Dynamics 365 Marketing, a robust platform offering an array of tools for automations, lead management, and reporting. With its comprehensive suite of features right out of the box, Dynamics 365 Marketing empowers...

Dynamics 365 Salesperson Walkthrough of Microsoft D365 Sales CRM
Cultivating Sales Success: A Journey Through Microsoft Dynamics 365 CRM In this article, we will explore Microsoft Dynamics 365 CRM and take a look at what a regular day for a salesperson might look like when using the system. We'll provide a step-by-step walkthrough...