About CRM OnTarget

CRM OnTarget - Partner Hosted Dynamics CRM

1-800-893-0453

CRM OnTarget: Successful Evolution of a Brand
Our team has been a leader with Microsoft since version 1.0.

■ Microsoft CRM History ■ CRM OnTarget History

2003	■ Microsoft releases version 1.0 of Microsoft CRM in January with a cutting edge vision of helping small business evolve. Software needed a bit more work than the vision at this stage. ■ TriVenture, a Seattle-based IT consultancy, makes strategic decision to align with Microsoft and the new CRM platform. ■ TriVenture becomes a Microsoft Registered Partner. ■ Microsoft releases Microsoft CRM 1.2 in December in an effort to quell first-version bugs and build confidence. ■TriVenture earns Certified Partner designation from Microsoft with core competence in Microsoft Business Solutions (pre-Dynamics branding).

2004	■ TriVenture launches CRM OnTarget brand in response to market demand for Microsoft CRM to be offered in a low-cost, rapidly deployed platform financed as an operating expense. Company immediately gains traction in the market. ■ Announcement that Microsoft CRM will skip version 2.0 in favor of a complete platform overhaul draws cheers from customers and partners alike. Microsoft CRM 3.0 release target is end of calendar 2005; Steve Ballmer bets the bank on Microsoft Business Solutions.

2005	■ CRM OnTarget introduces new channel partner program at Microsoft WPC. ■ Brad Wilson takes the helm of the Microsoft CRM business unit at Microsoft. ■ Dynamics CRM 3.0 released.

2006	■ CRM OnTarget announces collaboration with Microsoft on the development of Dynamics CRM 4.0. ■ CRM OnTarget is a global sponsor of Microsoft Convergence and Microsoft Worldwide Partner Conference.

2007	■ CRM OnTarget earns recognition as a Microsoft Gold Certified Partner with core competence in Dynamics CRM. ■ Microsoft releases Dynamics CRM 4.0.

2008	■ CRM OnTarget is first hosting partner worldwide to market with new multi-tenant Dynamics CRM offering.

2009	■ CRM OnTarget begins collaborating with Microsoft on Dynamics CRM 5.

2010	■ CRM OnTarget moves all customers to Microsoft Online Services unless specific licensing and/or delivery requirements are necessary.

CRM OnTarget Values
Our top 10 rules for successful projects.

I	Projects that take more than 90 days to complete are likely to fail. .
II	Focus on user adoption; make sure they benefit and are not burdened by the technology being rolled out. Make sure end users understand how the project will make their life better. .
III	Software should adapt to the customer's needs, not vice versa.
IV	Always have a Statement of Work and measure performance vs. customer expectations every week. .
V	Business process documentation is the key to a successful deployment. .
VI	Start with a wishlist of CRM utopia, and then break implementation up into phases; don't bite it all off at once. .
VII	Consider how the project impacts people who are not directly involved; solicit input to gain support. .
IIX	Abide by the golden rule. .
IX	Bend the rules when it makes sense to do so; real leaders ask for forgiveness more than they do permission. .
X	Be smart. Make sure there is a business justification for our decisions at all times. .

CRM OnTarget

CRM OnTarget is a Microsoft Gold Certified Partner and Small Business Specialist

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