I was asked recently by one of the guys about what are the most important things which are needed by a
CRM professional to be more productive.
This question goes beyond the discussion of technical or functional expert. I took note of penning what I
have seen in the industry that productive people do. There is no dedicated formulae to be more productive
in ever so fast paced Dynamics CRM world. Here are 3 tips that I feel are important:
· Create Reusable Assets:
Ø One thing I have noticed what Productivity bring is by saving time on whatever you can.
Ø If you are technical, create reusable snippets/frameworks/technical documentation templates.
Ø If you are functional, create reusable pre-sales content, demos, etc.
Ø Store them and be able to locate them is also as important as creating them so that they can be
referred quickly when needed.
· Use the right tools
Ø One thing I have noticed what Productivity bring is by using tools.
Ø If you are technical or functional, it doesn’t matter as long as you know that there are lot of tools in the community and
open source out there for Dynamics CRM to consume. A great example is XRMToolbox by a great MVP Tanguy Touzard
Ø Again Storing them and be able to locate them is also as important as using them so that they can be referred quickly when needed.
Do not try to hit a nail with a screw driver!!
· Take breaks at proper intervals
Ø One thing on how Productivity can be increased is by having proper breaks.
Ø If you are technical or functional, it doesn’t matter as long as you are taking proper breaks. Human brain has a tendency
to perform well when it is fresh. Remember the day to office break from a vacation is lot fresher and brighter for new ideas.
A mind which is not fresh is not productive.
Ø Not taking breaks doesn’t prove a great work ethic but many organisations and people have a habit of sitting
till late just to prove a point that they are working hard which I haven’t seen is mostly the case
Ø Smart people manage their time well, take breaks and do not tire there brain and work late.
Get a coffee and come back for that CRM problem again!
Hope it helps and Happy CRMing!