xRM

May 7, 2013  |  Uncategorized

On the latest segment of Rothman Tech-Tips (#RTT), I interviewed Will Slade a DC/Baltimore CRM Consultant.  Will is an old friend from my Microsoft days and we were both active in the DC IAMCP (International Association of Microsoft Channel Partners).

Will and I discussed xRM (Extended Relationship Manager), which is a set of tools used to enhance the popular CRM system Microsoft CRM.  Will has a great blog called will.i.crm, and in one of his posts he makes the great analogy of legos and Microsoft CRM.  We talked about how important it is to do a lot of upfront strategic planning and requirement-gathering prior to moving to a new CRM system.  Will recommends bringing in a good Microsoft Partner to come in and ask all the tough questions, “Why are you doing this to begin with?”,  is just one example of a question Will would ask.  As we talked about xRM and CRM, Will had a great quote, “As easy as CRM is to use, and how fun legos can be, you need to take a step back and have some of that upfront strategic planning, otherwise you are just going to start snapping legos pieces together like crazy and before you know it, you ended up with something that is un-usable or not optimized.”  For more information on xRM or Microsoft CRM, feel free to connect with Will on LinkedIn at www.linkedin.com/in/willslade.

For the #idontcook portion of this vlog, Will and I talked about his hometown of Columbia, MD.  Columbia, is the halfway point between Washington, DC, and Baltimore, MD.  Some Columbia folks like the Redskins (HTTR!), and some like the Ravens — it is a great mix of people from both DC and Baltimore.  When I asked Will about his favorite restaurant, he started talking about great places to eat in downtown Baltimore, Ellicott City, and Bethesda.  I insisted he represent his hometown of Columbia so he mentioned Victoria Gastro Pub, and recommended the Duck Fat Fries!  Will also mentioned that they have a very good “adult” beverage selection, which I can co-sign.  Victoria just also happens to be Columbia’s top technology happy hour destination, frequented by many Microsoft and Cisco employees and partners.

 


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