Hosted CRM and On-Premise CRM Deployment Strategies

It is axiomatic that the primary mission of any corporation is to sell the product. What the product is does not matter. It could be a consumer end-item or value-added information services. If it is a revenue generator and contributes to the gross income of a business, it is a product. To read an article that discusses the differences between On Premise CRM and a Partner Hosted Model read our fast company blog.

There is a natural tendency for companies to Balkanize into several segregated departments, each with their own mission requirements which eventually result in the sale of goods and services. In the current economic climate, fewer employees have to take on additional responsibilities due to corporate downsizing, consolidation or reorganization. The answer is to work smarter, not longer.

This is precisely where the value of the Microsoft Dynamics CRM becomes apparent, either with Microsoft or a Certified Microsoft Partner and Reseller. The ideal goal is to have more work – and increased sales – performed more efficiently.

Implementing a CRM is a non-trivial task when the entirety of automating a business is considered as a whole. The solution is to do one thing at a time and get it right the first time. Another unwritten rule of business is: There is never time to do it right, but there is always time to do it over.

Enter the concept of a Hosted CRM environment. By using the Microsoft Dynamics CRM, a user is presented with a comfortable and familiar Microsoft user interface. By starting CRM implementation one user at a time, one task can be relegated to the CRM. Much as building a wall is done one brick at a time, the implementation and integration of a functional CRM forms the foundation that will eventually support the entire sales force and ultimately related departments.

As the CRM system expands its scope, more users can be brought up to speed and begin the process of automating and integrating their own areas of responsibility. With a Hosted CRM, adding new users is routine. Starting with an initially small user base, your company can grow and with Hosted Microsoft CRM, one user, one month minimum  your CRM solution is scalable to keep pace.

An On-Premise Microsoft CRM installation is a logical next step as the proof-of-concept is validated by the Hosted Microsoft CRM deployment. For companies requiring complete autonomy, an interim Hybrid CRM can be used to port the data and any specialized applications to the in-house servers. The company would then have a choice to either cut the bonds to the Hosted CRM, or maintain the Hybrid CRM as a redundant resource. Depending on the size and talents of your company's IT staff, this may present the best option until the increased efficiency and time management savings are realized that can justify a larger IT department.

Whatever your requirements dictate, there is a Microsoft CRM deployment configuration that can meet your corporate needs.

Streamsol is recognized as a top ten Microsoft Dynamics CRM Partner in the US, and was named to Microsoft’s President's Club in 2009. Our Microsoft CRM practice revolves around three models; Microsoft CRM on-premise, hosted Microsoft Dynamics CRM, and hybrid Microsoft CRM.  Streamsol is one of the only partners that have truly embraced the Microsoft "Power of Choice" messaging. Our vision and commitment to the Microsoft Dynamics CRM framework is unrivaled.  To learn more please visit  xRM.com.

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Built into Microsoft Dynamics CRM are filtered views of reports that restrict access based on a user's Microsoft CRM security role. For example, the owner of a small business may wish to have access to all the different reports from all different departments, but s/he may not want all departments viewing all data. The filtered views apply to all Microsoft CRM business objects, and will give you confidence that your reports are only being viewed by the individuals who need to see them.

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Built into Microsoft Dynamics CRM are filtered views of reports that restrict access based on a user's Microsoft CRM security role. For example, the owner of a small business may wish to have access to all the different reports from all different departments, but s/he may not want all departments viewing all data. The filtered views apply to all Microsoft CRM business objects, and will give you confidence that your reports are only being viewed by the individuals who need to see them.

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