Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours

Department Roles: Different Perspectives

Depending on your responsibilities and focus, a CRM deployment can offer different benefits and challenges. Let’s look at a few roles—not necessarily all roles within any given company.

Boards of Directors

If a board of directors (BOD) could choose one word when thinking of the company it oversees, that word might be transparency. Members of a BOD do not want surprises from either the press or from the chief officers on the management team. Hopefully the financials of a company are transparent. The G/L is available to the BOD, the financial statements are available to the BOD, but what is often missing is insight and perspective as to corporate culture and application of such to relationships with customers. ...