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Today’s global workforce relies on technology to push forward revenue-generating projects. Now more than ever, finding the correct workplace tools is becoming a crucial part of every organization’s digital transformation strategy.

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When it comes to choosing a customer relationship management (CRM) system for your business, your options have never been more abundant. Established vendors are releasing new features and functionality at an impressive pace, while new vendors are entering the market just as quickly.

Solutions range from systems designed for large enterprises and SMBs to decentralized mobile workforces, and everything in between. All of this choice is giving rise to two very important questions: how to you determine which CRM solution is right for your business, and more important, how do you get business users to make the most out of the system—and out of your investment? In her article for CIO magazine entitled “8 CRM implementation best practices,” author Jennifer Lonoff Schiff addresses those questions and CRM in general, distilling feedback from CRM vendors, users, and experts into eight suggestions for maximizing the effectiveness of a customer relationship management system. Read the full article to learn what these experts and industry insiders had to say.

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If customers are the lifeblood of business, then customer relationship management (CRM) is the daily checkup to ensure that the heart is still pumping steadily and that the entire body is in good health. Metaphors aside, CRM describes the processes, tools, and activities that companies employ to understand their customers and respond rapidly to their ever-changing needs and preferences. Given the importance and widespread use of CRM across today’s businesses, it would be natural to assume that CRM implementation is a fairly straightforward and routinely successful process—but rarely is this the case. This raises the question as to why—and more important, as to what your company can do to ensure that your CRM efforts pay off. In this infographic, we address those questions by distilling input from vendors, users, and experts into eight best practices that your company can follow to help deliver a successful (and ultimately, fruitful) CRM implementation.

View: 8 best practices for a successful CRM implementation

If customers are the lifeblood of business, then customer relationship management (CRM) is the daily checkup to ensure that the heart is still pumping steadily and that the entire body is in good health. Metaphors aside, CRM describes the processes, tools, and activities that companies employ to understand their customers and respond rapidly to their ever-changing needs and preferences. Given the importance and widespread use of CRM across today’s businesses, it would be natural to assume that CRM implementation is a fairly straightforward and routinely successful process—but rarely is this the case. This raises the question as to why—and more important, as to what your company can do to ensure that your CRM efforts pay off. In this infographic, we address those questions by distilling input from vendors, users, and experts into eight best practices that your company can follow to help deliver a successful (and ultimately, fruitful) CRM implementation.

View: 8 best practices for a successful CRM implementation

If customers are the lifeblood of business, then customer relationship management (CRM) is the daily checkup to ensure that the heart is still pumping steadily and that the entire body is in good health. Metaphors aside, CRM describes the processes, tools, and activities that companies employ to understand their customers and respond rapidly to their ever-changing needs and preferences. Given the importance and widespread use of CRM across today’s businesses, it would be natural to assume that CRM implementation is a fairly straightforward and routinely successful process—but rarely is this the case. This raises the question as to why—and more important, as to what your company can do to ensure that your CRM efforts pay off. In this infographic, we address those questions by distilling input from vendors, users, and experts into eight best practices that your company can follow to help deliver a successful (and ultimately, fruitful) CRM implementation.

View: 8 best practices for a successful CRM implementation


J. Walter Thompson, one of the world’s largest advertising and marketing firms, needed a way for its geographically dispersed teams to effortlessly collaborate, produce great work, and increase efficiency. The agency also needed its workforce to have access to the newest digital workplace technology while enabling integration with existing Microsoft Office 365 tools and applications. Watch this video to learn how Microsoft Teams empowered J. Walter Thompson to drive projects across locations by allowing it to seamlessly add members, create and share content, and deliver on the unique value proposition that the agency has been known for since 1896.


Travel Counsellors Ltd. is an independent travel company headquartered in Manchester, England with more than 1,800 travel counselors operating in seven countries around the world. One of the company’s most important strategies for growth is to recruit more travel counselors globally–but to maximize this strategy, the company needed to move from on-premises Microsoft Dynamics to cloud-based Dynamics 365, an implementation spearheaded by Microsoft partner Alithya. But rather than sit on the sidelines while Alithya did all the work, Travel Counsellors tapped into Alithya’s unique methodology to empower a team internally to run the project, and relied on Alithya’s oversight, expertise, and experience to ensure that its internal team was doing things according to best practices to make the implementation as smooth as possible. Watch the video to see how this innovative approach to deploying Dynamics 365 helped Travel Counsellors achieve its strategic goals while learning CRM implementation from an inside, hands-on perspective.


How do you empower great ideas across a digital workspace so that they evolve in a fluid and organic matter? This is a critical question to answer for any company with a remote workforce—and with teams growing more diverse and intergenerational every year, it’s becoming increasingly complex.

In this video, you’ll learn how Microsoft Teams complements the already-robust applications found in Office 365. You’ll also discover how both solutions together are enabling some of the world’s leading companies to create frictionless digital workplace experiences for their employees.

For many organizations and their management teams, the mere mention of customer relationship management (CRM) inspires immediate apprehension. Far too numerous are the stories from companies across all industries about failed implementations, wasted money and time, and frustrated sales executives. But it doesn’t have to be that way, according to a Forbes article entitled “Seven Steps For Successful CRM Implementation.” In the article, author Marc Emmer asserts that past challenges with CRM implementation have little to do with technology, and more to do with the culture of the organization attempting to implement it. Read the full article to discover what Mr. Emmer feels are the seven keys to successfully deploying and utilizing CRM.

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