LEADING FROM THE FRONT

Understanding what is possible today,
Knowing what will be possible tomorrow,
and never looking back.

SUCCEEDING

WITH CRM!

Success means different things to different people, to see information specific to your role, let’s start with who you are…

Chief Executive Officer,
President, or Owner

Chief Financial Officer
or Financial Leader

Chief Operating Officer
or Operations Leader

Chief Information Officer
or Chief Technology Officer

Chief Marketing Officer
or Marketing Leader

Chief Sales Officer
or Revenue Leader

Chief Executive Officer,
President, or Owner

Chief Operating Officer
or Operations Leader

Chief Sales Officer
or Revenue Leader

Chief Financial Officer
or Financial Leader

Chief Information Officer
or Chief Technology Officer

Chief Marketing Officer
or Marketing Leader

Here are some thoughts and concerns that CEO’s may have about CRM systems:

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Alignment with business objectives

The CEO will want to ensure that the CRM system aligns with the overall business objectives and strategy of the organization. This may require reviewing and revising existing processes and procedures to ensure they are compatible with the CRM system.

Cost

Implementing and maintaining a CRM system can be expensive, especially for small and medium-sized businesses. You may be concerned about the return on investment and whether the benefits of a CRM system justify the costs.

Cost Predictability

Throughout the lifecycle of a CRM deployment, customizations, and change management costs from Services providers can vary significantly from month to month. A provider that offers Services as a Subscription can level this out.

Low Code

A CRM system that offers low-code capabilities, combined with a service provider that specializes in low-code can dramatically reduce your costs. In addition, your team members may be able to take care of some items, further reducing your costs.

Data security

CEO’s may be concerned about the security of customer data stored in a CRM system. It is important to ensure that the CRM system has robust security measures in place to protect sensitive customer information.

Data accuracy

Inaccurate or incomplete customer data can lead to misunderstandings and poor decision-making. CEO’s may be concerned about the accuracy and completeness of the data stored in the CRM system.

User adoption

The CEO will want to ensure that there is a plan in place to promote adoption of the CRM system and that there is sufficient training and support provided to ensure that users are able to effectively utilize the system.

Integration with other systems

If a CRM system does not integrate well with other systems and tools that the organization uses, it can be difficult to get a complete view of customer interactions and activities. CEO’s may be concerned about the integration of the CRM system with other systems and tools.

Here are some thoughts and concerns that CFO’s may have about CRM systems:

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Cost

CRM systems can be expensive to implement and maintain, especially if the organization is considering a comprehensive, enterprise-level solution. The CFO will need to consider whether the costs of the CRM system are justified by the potential benefits it will bring to the organization.

Cost Predictability

Throughout the lifecycle of a CRM deployment, customizations, and change management costs from Services providers can vary significantly from month to month. A provider that offers Services as a Subscription can level this out.

Low Code

A CRM system that offers low-code capabilities, combined with a service provider that specializes in low-code can dramatically reduce your costs. In addition, your team members may be able to take care of some items, further reducing your costs.

Return on Investment (ROI)

The CFO will want to know how the CRM system is expected to improve the organization’s bottom line and what the expected return on investment will be. This may require forecasting and analysis to determine the expected financial impact of the CRM system.

Integration

If the organization is using multiple systems to manage different aspects of its business (e.g., financial management, marketing, sales, customer service), the CFO will need to consider how the CRM system will integrate with these other systems. There may be additional costs associated with integrating the CRM system with other systems, and the CFO will need to ensure that the integration is smooth and seamless.

Data privacy and security

CFOs are often responsible for ensuring the security of the organization’s data and systems. They may have concerns about the security of data stored in the CRM system and will want to ensure that appropriate safeguards are in place to protect the data.

User adoption

For a CRM system to be effective, it must be used consistently by all relevant stakeholders. The CFO will want to ensure that there is a plan in place to promote adoption of the CRM system and that there is sufficient training and support provided to ensure that users are able to utilize the system effectively.

Here are some thoughts and concerns that COO’s may have about CRM systems:

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Cost

Purchasing and implementing a CRM system can be a significant investment, especially if you are considering a cloud-based solution that requires ongoing subscription fees.

Cost Predictability

Throughout the lifecycle of a CRM deployment, customizations, and change management costs from Services providers can vary significantly from month to month. A provider that offers Services as a Subscription can level this out.

Low Code

A CRM system that offers low-code capabilities, combined with a service provider that specializes in low-code can dramatically reduce your costs. In addition, your team members may be able to take care of some items, further reducing your costs.

Data quality

Ensuring that data entered into the CRM system is accurate and up to date is critical to the system’s success. Poor data quality can lead to poor decision-making and reduced efficiency.

User adoption

All employees who will be using the CRM system must be trained and comfortable with it. If they are not, they may be resistant to using the system, which can hinder its effectiveness.

Integration

If the CRM system does not integrate well with other systems that your organization uses (such as accounting or ERP systems), it may be difficult to get a complete picture of customer interactions and transactions.

Customization

Depending on the size and complexity of your organization, you may need to customize the CRM system to meet your specific needs. This can add to the cost and complexity of the implementation process.

Security

Ensuring customer data is secure and protected from unauthorized access is crucial, especially if you use a cloud-based CRM system.

Here are some thoughts and concerns that CIO/CTO’s may have about CRM systems:

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Cost

CRM systems can be expensive to implement and maintain, especially if you choose a comprehensive system with many features and integrations.

Cost Predictability

Throughout the lifecycle of a CRM deployment, customizations, and change management costs from Services providers can vary significantly from month to month. A provider that offers Services as a Subscription can level this out.

Data security

A CRM system stores sensitive customer data, so you may have concerns about the security of this data and the potential for data breaches.

Data integrity

You may be concerned about the accuracy and completeness of the data stored in the CRM system and the ability to keep it up to date.

User adoption

You may be concerned about getting your team to adopt and use the CRM system effectively.

Integration with other systems

If you have other systems in place that you want to integrate with the CRM, you may be concerned about the feasibility and cost of doing so.

Customization

If you need the CRM system to be customized to meet the specific needs of your organization, you may be concerned about the cost and complexity of doing so.

Low Code

A CRM system that offers low-code capabilities, combined with a service provider that specializes in low-code can dramatically reduce your costs. In addition, your team members may be able to take care of some items, further reducing your costs.

Scalability

As your organization grows, you may be concerned about the ability of the CRM system to scale with it.

Support

You might be concerned about the level of support offered by the CRM vendor, including things like training, documentation, and technical support.

Here are some thoughts and concerns that CMO’s may have about CRM systems:

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Data accuracy and completeness

It is important that the data in the CRM system is accurate and complete, as this will impact the effectiveness of marketing campaigns and the overall customer experience.

Data security

Protecting customer data is of paramount importance, and CMOs may be concerned about the security measures in place to prevent data breaches.

Integration with other systems

CRM systems often need to be integrated with other marketing and sales systems, such as marketing automation platforms and email marketing tools. Ensuring that these integrations are seamless and effective is crucial.

User adoption

If the CRM system is not being used effectively by the marketing and sales teams, it will not be able to deliver the expected results. CMOs may be concerned about getting buy-in and adoption from team members.

Customization and flexibility

Every business is different, and CMOs may want to ensure that the CRM system can be customized to meet the specific needs and requirements of the organization.

Low Code

A CRM system that offers low-code capabilities, combined with a service provider that specializes in low-code can dramatically reduce your costs. In addition, your team members may be able to take care of some items, further reducing your costs.

Cost

CRM systems can be expensive to implement and maintain, and CMOs may be concerned about the return on investment (ROI) and budget constraints.

Cost Predictability

Throughout the lifecycle of a CRM deployment, customizations, and change management costs from Services providers can vary significantly from month to month. A provider that offers Services as a Subscription can level this out.

Here are some thoughts and concerns that CSO’s may have about CRM systems:

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Data accuracy and completeness

It is important for the CRM system to have accurate and up-to-date information on customers and prospects. This can help the sales team to make informed decisions and to provide better service to customers.

User adoption

If the sales team is not using the CRM system consistently, it may not be providing the desired benefits. The CSO might be concerned about ensuring that the sales team uses the CRM system effectively and consistently.

Integration with other systems

The CRM system should be able to seamlessly integrate with other systems and tools that the sales team uses, such as marketing automation and lead generation software.

Customization and flexibility

The CRM system should be able to be customized to meet the specific needs of the sales team and the company as a whole. It should also be flexible enough to adapt to changing business needs.

Cost

The CSO may be concerned about the cost of implementing and maintaining a CRM system, as well as the potential return on investment.

Cost Predictability

Throughout the lifecycle of a CRM deployment, customizations, and change management costs from Services providers can vary significantly from month to month. A provider that offers Services as a Subscription can level this out.

Low Code

A CRM system that offers low-code capabilities, combined with a service provider that specializes in low-code can dramatically reduce your costs. In addition, your team members may be able to take care of some items, further reducing your costs.

For Microsoft Dynamics 365 or RapidStart CRM
Forceworks Offers Two Services Models

Whether you are looking for continuous unlimited customizations, training, and support, or you have a one-time need for a complex development requirement, we have options!

Unlimited “Services as a Subscription”

What you Need, When you Need it

What does Microsoft Say about Us?

“Forceworks was one of the earliest adopters of the Power Platform, building a world class and simple experience with RapidStart CRM. I am excited to see continued adoption of their offering over time – I think it fills a unique position atop Power Apps and Dataverse.”

Charles Lamanna

CVP Application Platform, Microsoft

“Forceworks has demonstrated a commitment to the small, midmarket and corporate segments globally, and achieving the Certified for Microsoft Dynamics 365 designation for their RapidStart CRM App reflects that commitment. We look forward to continuing to support Forceworks as they deliver certified solutions to help meet the unique business needs of more customers worldwide.”

Gavriella Schuster

Corporate Vice President, Microsoft

“RapidStart CRM gave us the option we needed to get the customers comfortable, engaged and activated on Business Applications quickly. Forceworks is extremely knowledgable and proactive with our customers”

Cindy Thompson

Director Healthcare West, Microsoft

“Steve [Forceworks’ CEO] has a great understanding of the Business Applications ISV landscape and is an absolute authority on the technology and the business model.”

Steven "Guggs" Guggenheimer

Corporate Vice President, Microsoft

“Forceworks, one of our Gold ISVs, is on the leading edge of our global ISV motions. Their RapidStart CRM solution fits perfectly with our broader SMB strategy. We are very excited about Forceworks’ showcasing a significant number of our new platform capabilities in RapidStart CRM.”

Cecilia Flombaum

Worldwide Business Applications Partner Lead, Microsoft

“The team at Forceworks have proven themselves to be one of the leading partners globally for Microsoft’s Business Solutions. Their knowledge across the landscape of our cloud technologies enables them to provide deep technical and business aptitude for helping companies build and deploy their cloud strategies.”

Brent Combest

GM One Commercial Partner, Microsoft

“RapidStart CRM is the perfect fit for customers who know they need to streamline their business processes, are considering Microsoft Dynamics 365, but don’t know where to start. RapidStart CRM makes CRM Simple.”

Bob Grohosky

Director Healthcare East, Microsoft

“Steve [Forceworks’ CEO] is a long standing member of our ISV Connect ecosystem as well as an active contributor through our Most Valuable Professional (MVP) program, his knowledge of the Microsoft partner ecosystem and Business Applications market is extensive and highly valued!”

Toby Bowers

GM Product Marketing, Microsoft

What does Microsoft Say about Us?

“Forceworks was one of the earliest adopters of the Power Platform, building a world class and simple experience with RapidStart CRM. I am excited to see continued adoption of their offering over time – I think it fills a unique position atop Power Apps and Dataverse.”

Charles Lamanna

CVP Application Platform, Microsoft

“Forceworks, one of our Gold ISVs, is on the leading edge of our global ISV motions. Their RapidStart CRM solution fits perfectly with our broader SMB strategy. We are very excited about Forceworks’ showcasing a significant number of our new platform capabilities in RapidStart CRM.”

Cecilia Flombaum

Worldwide Business Applications Partner Lead, Microsoft

“Forceworks has demonstrated a commitment to the small, midmarket and corporate segments globally, and achieving the Certified for Microsoft Dynamics 365 designation for their RapidStart CRM App reflects that commitment. We look forward to continuing to support Forceworks as they deliver certified solutions to help meet the unique business needs of more customers worldwide.”

Gavriella Schuster

Corporate Vice President, Microsoft

“Steve [Forceworks’ CEO] is a long standing member of our ISV Connect ecosystem as well as an active contributor through our Most Valuable Professional (MVP) program, his knowledge of the Microsoft partner ecosystem and Business Applications market is extensive and highly valued!”

Toby Bowers

GM Product Marketing, Microsoft

“RapidStart CRM gave us the option we needed to get the customers comfortable, engaged and activated on Business Applications quickly. Forceworks is extremely knowledgable and proactive with our customers”

Cindy Thompson

Director Healthcare West, Microsoft

“RapidStart CRM is the perfect fit for customers who know they need to streamline their business processes, are considering Microsoft Dynamics 365, but don’t know where to start. RapidStart CRM makes CRM Simple.”

Bob Grohosky

Director Healthcare East, Microsoft

“Steve [Forceworks’ CEO] has a great understanding of the Business Applications ISV landscape and is an absolute authority on the technology and the business model.”

Steven "Guggs" Guggenheimer

Corporate Vice President, Microsoft

“The team at Forceworks have proven themselves to be one of the leading partners globally for Microsoft’s Business Solutions. Their knowledge across the landscape of our cloud technologies enables them to provide deep technical and business aptitude for helping companies build and deploy their cloud strategies.”

Brent Combest

GM One Commercial Partner, Microsoft

From Our Founder

Make Your Own Opportunities

“We continue to be “Pioneers” in the industry and our latest “Services as a Subscription” model is no exception. We don’t follow the cutting edge, we create it.”

Steve Mordue CEO

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