If your business focuses on government contracting, you can tailor Microsoft Dynamics CRM to help you manage your business development efforts. Out of the box, Dynamics CRM is missing some of the data elements you will need to track opportunities, and the standard business processes will probably not match your requirements. You may want to consider how you approach marketing and determine whether or not you want to use the Leads entity or purchase mailing lists for marketing purposes. Our experience is that many traditional marketing approaches do not work well for government customers. One reason is that government separates the people who need products and services from people who purchase them. You can populate the Accounts entity with all the agencies and sub-agencies that you sell to. Be sure to enter the data to reflect the hierarchical nature of government agencies, departments, branches and offices. This data is available from several sources for import if you would li
From James Townsend, vice president of Sylogist, thoughts on digital transformation, marketing automation, customer relationship management, Power Apps , Microsoft Dynamics 365, government contracting, customer service and more.