Microsoft CRM in Latin America: Implementation, Customization, Support ? Overview for Consultant

Microsoft Business Solutions CRM is present several years on the US software market plus it makes advances in Europe. We expect substantial number growth of Microsoft CRM implementations across South and Central America and the need for Microsoft CRM implementation, support, tuning, reporting, training services, especially in such countries as Mexico, Columbia, Venezuela, Argentina, Peru, Uruguay, Chili, Costa Rica. In this small article we try to project US market lessons on Latin American business climate.

? Sales. Microsoft CRM in opposite to former CRM leaders, such as Siebel, Onyx, Saleslogix doesn't need hard pushing sales efforts. It also should probably not be sold to the company top management, but rather to IT department enthusiasts, who are in charge for specific legacy business system support and data fixing. Microsoft CRM is very simple from business logic and intuitively understood by IT group. It is rather very simplified version of full-featured CRM, such as again Siebel.

? Installation. Microsoft CRM should be either hosted or installed by in-house IT group. And this is due to the fact, that MS CRM utilizes all the resent Microsoft technologies: MS Exchange Server 2003/2000, Active Directory, MS SQL Server, Crystal Reports Enterprise, MS Outlook client, Microsoft IIS, .Net components, etc. This makes installation sensitive to existing setup of the above components

? Implementation. The crucial in the implementation is Workflow design, which should be probably done by consultant with IT in-house specialist. This process doesn't require a lot of business consulting knowledge and in our experience company middle management actually makes suggestions in the time of initial presentation. In the case of MS CRM Sales module ? the workflow should organize leads processing up to the point of closing the deal and following invoicing. When workflow is realized sales team works as excellent orchestra.

? Customization. Usually MS CRM ties together existing legacy business systems and replaces large portion of them. Typical case ? if you are freight forwarding client and have cargo tracking system ? you should more likely have lookup from the MS CRM account screen to the customer current shipments statuses. This is usually made as small web application, created in Visual Studio.Net with MS CRM SDK and SQL queries to legacy database.

? Support. Because MS CRM is web application ? it can be used by remote users and automate operations across the whole South America and even Worldwide. The same should be said about MS CRM support ? your Microsoft Business Solutions CRM Partner can support your installation remotely from say office in San Pablo as if it is located across the street.

Good luck implementing, customizing and reports designing and if you have issues or concerns ? we are here to help! If you want us to do the job - give us a call in San Pablo: 55-11-3826-3449, 55-113825-2586! help@albaspectrum.com

Andrew is MS CRM Specialist in Microsoft Business Solutions Partner Alba Spectrum Technologies ( http://www.albaspectrum.com ) ? Navision, Great Plains, Microsoft CRM customization company, serving client in Mexico-city, Buenos Aires, Montevideo, Bogota, Caracas, Panama, San Jose, Lima, Quito, Madrid, Barcelona and having locations in multiple states and internationally

In The News:


pen paper and inkwell


cat break through


Microsoft Navision Customization and Reporting ? Tips For Programmer/IT Specialist

C/SIDE (Client/Server Integrated Development Environment) - The core of... Read More

Create ASP in Minutes

DBxtra goes ASPGetting to the information hidden within corporate databases... Read More

Microsoft eCommerce Web-development: Great Plains eConnect .Net ? Highlights for Programmer

In our small article we'll consider Microsoft Business Solutions Great... Read More

Imagine if Everyone Working In Your Office Was In Synch?

Microsoft-Outlook is a pretty amazing program. So much more than... Read More

OSI Layers Model

IntroductionDuring the early years of our modern computer era, very... Read More

Making The Decision To Automate Your Software Testing

Not every software testing project can or should be automated.... Read More

Microsoft Great Plains - Typical Problems And Fixes ? Overview For IT Administrators

How to delete the user? This is the first problem... Read More

Microsoft CRM Integration with IBM Lotus Notes Domino ? Machinery Dealership Example

IBM Lotus Notes with Domino email server is traditional document... Read More

Intro to UNIX Shells

A UNIX Shell is in simplest terms, a command line... Read More

Microsoft Great Plains Security Setup - Overview For Consultant

Microsoft Business Solutions Great Plains is very good fit for... Read More

Microsoft CRM Customization - Processing In/Out-Going Email Messages

We would like to give you several situations, when you... Read More

Implementing Microsoft CRM: setup and configuration ? notes for IT specialist

Microsoft Business Solutions CRM is web-based CRM application, deploying all... Read More

Spyware, Adware, etc. -- Terms and Common Sense

When reading an article where some term is used often,... Read More

How to Build a Basic CSS Layout

Designing without tables by using CSS layouts is fast becoming... Read More

Reloading Windows XP

If you have been running Windows XP for a couple... Read More

Spyware Definitions List

The adware and spyware definitions list is very long. But... Read More

10 Programming Tips

(1) Avoid using the same variable again and again for... Read More

Constructionalist Parsing - Deciphering Natural Language

The research in the field of Natural Language Processing usually... Read More

Microsoft CRM Implementation & Customization: MS CRM Fax Gateway

With this small article we are continuing Microsoft Business Solutions... Read More

Scrap Booking Online: Word Perfect or Corel Graphics Suite?

Scrapbooks are very popular these days. I think that almost... Read More

Microsoft Great Plains 8.0 Brazilian Version ? Overview For International Consultant

Microsoft Great Plains has substantial mid-market share in the USA... Read More

Call Alert Notifications - Free Answering Machine Software for PCs

If you're online using a dialup Internet connection, you'll probably... Read More

The Religion And Philosophy Of Small Internet Business

I have always had a tendency to focus on the... Read More

HSphere Control Panel Tips and Tricks - Power At Your Fingertips: Part 1

The first topic we are going to discuss... Read More

Seven Reasons Why a Hosted Inventory Management Solution Might Be Right For Your Organization

Upgrading. Downtime. Maintenance. Hardware obsolescence. Implementation issues. The litany of... Read More

Anti-Spyware Protection ? Holes in the Shining Armor

Looking at all the ads which promise to get rid... Read More

OS 101: Suggestions for Choosing an Operating System

An operating system (abbreviated OS) is essentially the path through... Read More

Software Upgrades Arent Always the Best Move

When my daughter was getting into AOL instant messaging (AIM)... Read More

Is Your Small Business Ready For A CRM Software Solution?

I have yet to see a business that, sometimes in... Read More

Microsoft CRM Customization ? Programming Closed Email Activity

Microsoft CRM is CRM answer from Microsoft and attempt to... Read More

Microsoft CRM and Great Plains Implementation: Freight Forwarding Business Automation Example

Microsoft Business Solutions offers several ERP applications: Great Plains, Navision,... Read More

eConnect: eCommerce Development for Microsoft Great Plains

Microsoft Business Solutions Great Plains has several options to enable... Read More

Linux Secrets

The first thing that you will notice about Linux Red... Read More