Manufacturing CRM Guide - MCA Connect

A Guide to Upgrading Your Manufacturing CRM

Introduction to the Manufacturing CRM Guide

You go into every partner relationship and project expecting your partner to work hard and move your project along efficiently. But you may be challenged with misaligned business goals, lack of process communication, or shortage of training & support.

Who you work with and how you implement your technology can be just as (if not more) important as the technology itself. Without the proper technology partner, your project is at risk for failure.

Manufacturing CRM Guide Chapters:

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Customer Relationship Management (CRM): An Introduction

Consider a CRM system that includes sales, customer service, field service, project service, marketing, and human resources all in one location. We will show you how to join the thousands of others that have upgraded their CRM systems to Microsoft Dynamics 365 to make your business more efficient.

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How is Microsoft’s CRM System different?

Find out how Microsoft Dynamics 365 is different. Learn more about what it can do for you and your company by incorporating CRM and ERP systems into cloud applications that work together.

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Improving Your CRM: Are You Ready for a CRM System Upgrade?

Are you ready for a new system? Is your current system just not working out for you? Overhaul your sales and achieve all your business goals with a new CRM system from Microsoft. Look at how to choose the right partner with the qualifications and expertise you are looking for.

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Unique Features of Manufacturing CRM

Make product demand decisions based on forecasting features and increase customer engagement. Customize your CRM system with features to run your business successfully and efficiently with lead identification and routing, track customer assets, schedule and dispatch service resources, and more.

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CRM Strategy

Build a roadmap to success by upgrading your system to promote customer satisfaction. Take some time to explore what key features will work best for your customers as well as your company with a new CRM system.

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Avoiding Pitfalls in CRM Implementation

Learn some common implementation pitfalls and setbacks and how to overcome them. Have realistic expectations and look at your resources, budget, end-users, training, and more when considering a new CRM system.

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Deploying Your CRM Solution

Assemble your teams and implement your new system with confidence. Find out to build a successful internal team as well as an external team.

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Support for Ongoing Success

Ongoing support is critical once your new CRM system has gone live. MCA Connect will provide the tools and results you are looking for while maximizing your ROI.

Client Success

“MCA Connect has been a great resource and technology partner.”

Eric Paladino


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“When MCA Connect upgraded to Dynamics 365, we were astounded at how easy it was. 7-minute status update meetings. No panic after go-live. The internal team barely had to do anything; it all went so smoothly.”

Codi Nichols, Project Lead


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“At the first factory where we deployed Microsoft Dynamics, they referred to it as the ‘magic energy system’. It was really fulfilling to have the system accepted so rapidly by the factory operations.”

Matt Griffith, Exec Director of Manufacturing IT


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