Swipe Right for your next Technology Partner

 In Clients, Microsoft Dynamics CRM Blog

Now I’m not suggesting that technology partners join Tinder but finding partners to suit your organization, your strategy, your industry and your methodology is tricky.

We’ve tried to help by making your Microsoft Dynamics 365 partner selection a bit of fun…

Choose RIGHT for a good match 

Swipe Left (Bad Match)

  • Not a focused CRM partner (have done a bit before, sell NAV/ O365/ AX / licensing) with a dedicated CRM Practice
  • No relevant industry or IP
  • No references of the same size of industry
  • Little Dynamics 365 / Microsoft credibility (what does that tell you)
  • Starts with a blank sheet of paper – the customer has no idea what they want, good partners steer the customer to a realistic phase 1 with objectives for success that can be communicated around the business
  • Waterfall methodology based on Time and Materials that will cost the customer a fortune
  • No clear user adoption strategy
  • Sells and runs – no Account Management or 12 month go live support program
  • No technical expertise

Swipe Right (Good Match)

  • Dedicated CRM Practice with dedicated
    • Pre Sales
    • Sales & Account Management
    • Implementation teams
    • Post Go Live Support
    • Training
  • Industry expertise and IP or Solutions (deploy quicker, done it before in similar cases, understanding of industry and goals)
  • References of the above
  • Over 500 implementations
  • Microsoft credibility
  1. CRM Gold Partner
  2. Managed Partner
  3. Presidents Club
  4. Inner Circle
  5. Partner Of The Year Winner / Finalist
  • ROI or Business Outcome focused (focused on identifying and measuring what success looks like for the customer)
  • Cost effective delivery and implementation methodology
  • Well defined User Adoption and Change management strategy
    • Established training program – both in project and post go live for min 12 months
    • Measuring success recognising that CRM is a journey
  • Minimum 12 months’ post go live support program whilst the customer gets into the journey
  • Microsoft stack evangelist – tells the story, can sell the vision and deliver
  • Tools for integration / data migration and proven methodology

Learn more about partnering with Fullscope.

Natasha Spurr
Natasha is an experienced CRM professional with a unique ability to work across both marketing and sales functions. As CRM Marketing Manager at Edgewater Fullscope, Natasha has helped the organization to achieve multiple global partner awards and leadership status across the UK and beyond.
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