Microsoft Partners running on RapidStart CRM

by | Sep 15, 2021

A growing segment of RapidStartCRM users are actually Microsoft Partners (and one of the top three global distributors). Not just partners working with their customers to deploy RapidStartCRM, which is also growing rapidly, but partners actually running their own sales and service organizations on RapidStartCRM.

Same Reasons

A Microsoft Partner organization is a business, just like all the other organizations that chose RapidStartCRM. Not only are other Microsoft Partners using RapidStartCRM, our parent organization, Forceworks Global, a Microsoft Gold Partner led by a Microsoft MVP, also runs all of its sales, service and support operations on RapidStartCRM.

The two most common paths for organizations using RapidStartCRM are either moving up from spreadsheets, or moving off of complicated solutions. Microsoft Partners have their share of both. Too many spreadsheets still floating around and overly-complicated and under-utilized solutions like Dynamics 365, Connectwise, etc.

Free isn’t Free

Depending on your level of partner benefits, you may have quite a bit of free software from Microsoft. Many partners have Dynamics 365 available at no cost, and so many chose to run their sales and/or service organizations on that. Many suffer the same challenges that any other Dynamics 365 organizaton suffers, complexity and lack of adoption. Without meaningful adoption, the lack of a software cost is irrelevant. Fortunately, for most Microsoft Partners, RapidStartCRM also has no cost!

Over-Complicating the Sales Process

Just like other industries, there are solutions specifically designed for Microsoft Partners. Many of these solutions do an excellent job on things like license and subscription management, tying APIs back into Microsoft or Distributor CSP systems. This is some complex plumbing that is important to many partners. But when it comes to the basic blocking and tackling of the “Sales” process, these solutions are either no help, or overly complicated.

“Sales” is not complicated. It consists of only four things. New Prospects for business, existing Accounts, the Contacts at those Accounts, and Opportunities to sell something to them. Anything added to the above four starts adding complexity, and complexity is the #1 adoption killer.

Over-Complicating the Service Process

SLA Management, Knowledge bases, AI based resource scheduling, etc. are just noise for most organizations, including Microsoft Partners. Like Sales, “Service” is not complicated. It consists of only three things. Existing Accounts, the Contacts at those Accounts, and Cases to track and resolve issues for them. Anything added to the above three starts adding complexity.

Intentional Simplicity

Take a Test Drive of RapidStartCRM on AppSource and you will immediately understand what we mean by “Simple-to-Use”.

We challenge you to compare RapidStartCRM side-by-side with any other application you are using for Sales and/or Service. We can say that because we already know, there is no comparison! You know you will succeed with RapidStartCRM where other solutions have come up short.

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Intentional Complexity

While RapidStartCRM is built around our core concept of “Simple-to-Use”, it is still a fully customizable Model-Driven Power App built on Dataverse… just like Dynamics 365. So nothing is keeping you from adding any complexity you deem absolutely “necessary”. Commission tracking, Round-Robin Distribution, Territory Management, etc. there are no limits to extending RapidStartCRM.

Dogfood anyone?

At Forceworks Global we run our entire Sales, Support and ISV management operations on RapidStartCRM. In fact we installed it from AppSource! No doubt we added quite a bit of “necessary complexity” to meet our unique needs, but it sure felt good to get off of Dynamics 365. Our new solution is faster, and our capacity footprint is about 1/3 of what it was. As a partner ourselves, we miss nothing.

How can we help?

Depending on your comfort level, you may not need any help from us at all! But we do offer consulting, implementation, migration and customization services should you need any of those. What we would really love to see, is you being so darn happy with RapidStartCRM for your own needs, that you start recommending it to your customers… now that would be cool. Hit us up in Chat if you have questions.

RapidStart CRM is built on Microsoft’s Dataverse, the core of the Power Platform. This means that 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.

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