Book Image

The Art of CRM

By : Max Fatouretchi
Book Image

The Art of CRM

By: Max Fatouretchi

Overview of this book

CRM systems have delivered huge value to organizations. This book shares proven and cutting-edge techniques to increase the power of CRM even further. In The Art of CRM, Max Fatouretchi shares his decades of experience building successful CRM systems that make a real difference to business performance. Through clear processes, actionable advice, and informative case studies, The Art of CRM teaches you to design successful CRM systems for your clients. Fatouretchi, founder of Academy4CRM institute, draws on his experience over 20 years and 200 CRM implementations worldwide. Bringing CRM bang up to date, The Art of CRM shows how to add AI and machine learning, ensure compliance with GDPR, and choose between on-premise, cloud, and hybrid hosting solutions. If you’re looking for an expert guide to real-world CRM implementations, this book is for you.
Table of Contents (15 chapters)
The Art of CRM
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So, what are your options?

You have all three options available to you. Depending on the platform capabilities that you have, as we will explore in the next chapter, there are some pros and some cons that could be encountered.

But, for now, let's have a closer look at the different options you have for hosting your CRM application and compare the benefits and shortcomings of each deployment option.

For this section, we will look at Microsoft Dynamics 365. I've chosen to look at Microsoft because it provides all of the preceding options and is, therefore, a very good case study. However, this table can be applied to any other vendor. To make it work, you simply need to ask your vendor to provide you with an up-to-date list of similar deployment comparisons:

Figure 8.7: Comparison of the benefits and shortcomings of each deployment option

The preceding table illustrates both the pros and cons of the deployment options and leaves you with a variety of options when deploying your system based on...