Infecting Enterprise with RapidStart CRM

RapidStart CRM

Infecting Enterprise with RapidStart CRM

RapidStart CRM

The fastest growing customer segment for RapidStartCRM is large Enterprise customers. This is great news for us, Microsoft and those customers.

RapidStartCRM SMB Roots

When we began the RapidStartCRM journey in 2015, we had a pretty specific customer in mind… SMB. The small and midsized business was largely ignored by Microsoft in the Business Applications area. Yet, in spite of getting little attention, SMB still ended up being the largest number of customers, but it was a struggle. Navigating and using such an over-sized application, led to a large amount of “Churn”.

We conceived RapidStartCRM “1.0” to specifically address this challenge. We built a solution, that sat on top of Dynamics 365, and essentially stripped off all of the fluff, and made it simple to use for SMB. About 1,000 SMB customers took the path we provided, and the SMB churn rate plummeted.

The Enterprise Monolith

We had never even considered large Enterprise customers as prospects for our solution. Big companies, with Big IT departments, and Big requirements, engaging Big partners. Since our earlier solution sat on top of Dynamics 365, it did not seem to make much sense that a large Enterprise customer would want to reduce the capabilities. We were perfectly happy to continue our successful track record with SMB, thank you!

The Pivot

When Microsoft launched the Power Platform and Power Apps, everything changed. It was not actually a new product, it was a re-casting of where their existing Dynamics 365 products had evolved to. Actually, Dynamics 365 CE is a family of what are now called “Power Apps”.

But then Microsoft did something unexpected… they released a platform level license where partners, ISVs and customers could actually build their own applications, on the same platform that the Dynamics 365 CE “Power Apps” are built on, and that was the birth of “Power Apps.”. This was huge for us. Where our previous solution sat on top of the complex Microsoft Apps, we could now flip RapidStartCRM underneath of them. In fact, they are not required at all to build your own applications!

Why not Enterprise?

We were thrilled with the changes to the platform, and the potential cost savings for our SMB customers, Enterprise was not even in our minds. A while back, we got a call out-of-the-blue from a Microsoft Enterprise Seller (if you are an Enterprise customer, you know who yours is). He proceeds to ask us all kinds of questions about RapidStartCRM, we interrupted that “You know, RapidStartCRM is not an Enterprise solution?”.

The seller explained that he had a large hospital customer, who had Salesforce.com deeply deployed, and getting that replaced with Dynamics 365, anytime soon, was a non-starter. However, the customer said they had a department that had a need for something better than spreadsheets, and due to cost and other reasons they did not want to pull them into their Salesforce.com deployment. They had already attempted to deploy Dynamics 365 for some similar departmental needs, and got nowhere. It was simply too big a hammer for their nails. If the seller could come up with a way to solve that problem, the customer would talk. This was what led the seller on a search that ultimately put him on the phone with us. After listening to the fairly straightforward requirements, it started to sound extremely similar to what we were already doing for SMB. After all, a “department” in an enterprise organization, is not that dissimilar to a SMB.

Infecting Enterprise

We moved forward with this RapidStartCRM project, and in a matter of a couple of weeks, we had the customer department up and running, with some basic customizations to meet their specific needs. Pretty much the same thing we had been doing for SMB for years now. Throughout this basic engagement, the customer seemed quite surprised, almost skeptical, about the cost and time frames. Before this project was even finished, we were on calls with other departments that the customer was looking to repeat this RapidStartCRM process with. They had been “Infected” with Dynamics 365 via Power Apps. Here is what the customer had to say about it:

“Without deep internal expertise in MS Dynamics 365, we had trouble leveraging its capabilities and meeting the needs of our teams. Some projects never got off the ground while others weren’t able to take advantage of the technology fully. With RapidStartCRM, we were able to stand up a fully functional CRM tool within a couple of weeks, and improve upon it quickly with feedback from users.”

Infecting Microsoft

Okay, we’re not dummies, this could have been a fluke… and edge case. But we found ourselves being pulled into other large Enterprise organizations, by other Microsoft Sellers who had heard through the MS grapevine about our approach. Here is what a couple of MS sellers were saying about it internally:

“RapidStartCRM is the perfect fit for customers who know they need to streamline their business processes, and begin capturing critical activities & contacts all in one place, but don’t know where to start. RapidStartCRM makes CRM simple – by focusing on those pieces that bring immediate value, while still allowing the flexibility of a full CRM platform.”

“These opportunities were small sales use cases in net new logo accounts where our traditional Sales for CRM would have been above and beyond requirements. Forceworks’ RapidStartCRM program gave us the option we needed to get the customers comfortable, engaged and activated on Business Applications quickly.”

Introducing RapidStartCRM Enterprise!

RapidStart CRM is built on Microsoft’s Dataverse, the foundation of the Power Platform and Dynamics 365. This means that our free RapidStart CRM is just as customizable as any of Microsoft’s first-party applications, like Dynamics 365 Sales, for example. We designed RapidStart CRM as a basic Sales and Service app “accelerator”. While it is a fully functioning app, it is the starting point for much more for many. Get or Test Drive RapidStart CRM on Microsoft’s AppSource here.

General Posts

There is no App for That

When it comes to Business Applications, Microsoft has a lot of options for you. If you are running a sophisticated Sales organization, they have an app for that.

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Why we Chose to Forgo Leads

Even as a simple-to-use CRM solution, there was often still confusion about how to use Leads and Contacts together. So we decided to approach it differently with RapidStart CRM.

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Tips and Tricks

Import your Data into RapidStart CRM

Many new users of RapidStart CRM have existing data sources they would like to import to get started. While not particularly complicated, working with data can be quite tedious.

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RapidStart CRM Setup for Pay as You Go

Microsoft recently introduced a Pay as You Go plan for Power Apps. RapidStart CRM just so happens to be a “Power App” so you can take advantage of this model if it fits your needs.

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Partner Stuff