Budgeting for a Dynamics 365 CRM Implementation

We take the guesswork out of budgeting for a CRM Project 

We understand that one of the most stressful aspects of a CRM implementation is the cost. Specifically, there is a perception by many that what you are quoted won’t necessarily end up being what you are billed.

Although change orders sometimes do need to happen, there is no reason for a business to feel that they can’t trust that the CRM project’s budget will balloon out of control. 

At CRM Dynamics an HSO company we want to take the guesswork out of budgeting for a CRM project. We will work with you to make sure that there are no surprises. Our two-decade plus experience has taught us some tricks that will reduce your cost and make the transition to the Dynamics 365 platform as smooth as possible.

Knowing what you're in for

If you are looking to take the guesswork out of budgeting for a CRM project, you should go in with your eyes wide open. During the sales process we make sure you are given all of the information you need to make decisions according to your budget.

Some costs, like license fees, are transparent and will not change. Other costs are fluid and can be controlled with proper management. The key to budgeting a CRM project is understanding the possible pratfalls and working with us to avoid them.

Plan ahead and plan smart

The biggest factor for a CRM project going over budget is change. Midway through the development process the scope of the project changes, requiring more work hours than planned.

This doesn’t need to happen. In fact, it shouldn’t. However, avoiding this common pratfall requires a smart and candid evaluation of what you want your CRM system to do. Microsoft Dynamics 365 is a powerful tool that can do many things. It’s easy to get caught up in the excitement of all the possibilities and ask for changes once the work has started.

That’s why it’s important to work with you before the projects begins and identify what exactly you need from Dynamics 365 and together develop an implementation plan that explains exactly what to expect in terms of budgeting.

The CRM Dynamics advantage

CRM Dynamics an HSO Company a is the largest Gold certified Microsoft partner in Canada. We have been implementing CRM projects for more than 20-years and have worked with the Microsoft CRM platform for a decade plus.

We know the industry and the product inside and out. There is very little we haven’t seen and we have almost assuredly worked with clients who share your company’s needs and pain points in the past. We know what features you will need and what features would be nice to have but ultimately unnecessary to your goals.

Have you downloaded our eBook yet? Learn how to budget for a CRM Implementation

How to Budget for a CRM Implementation

Whether you are a small business that needs to justify every penny, a mid-size company that is building the infrastructure that will take you to the next level, or an enterprise business that needs to justify expenses to its stakeholders, it is vital that you carefully plan every aspect of a CRM implementation project.