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Mary Lenehan

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Client Education Manager, Crestwood Associates

6 points

I have worked with the Microsoft Dynamics products for over 10 years. I have been a project manager, consultant and trainer in that time. Currently I work with existing customers to educate them on maximizing their software investment.

July 8, 2011

Mary Lenehan and 2 other people answered this question

What are the best ways to train employees on new software implementations?

For each project, we discuss a training plan with the project team. Depending on the project, we encourage users to take advantage of eLearning (online training available to orient users with a hands-on approach). Incenting the users to complete the training before classroom training avoids ... more

Human Resources

Information Technology

Nov. 16, 2010

Mary Lenehan and 4 other people answered this question

What training issues should I be prepared to address when implementing a new ERP system?

One of the first things you need to do is generate excitement about the project. Show the entire project team a demo of the system. Provide a plan for them to utilize the online training provided by many ERP companies. These include navigation and how ... more

General Management

Information Technology

Business Intelligence

Nov. 12, 2010

Mary Lenehan and 9 other people answered this question

What are the key questions to ask when gathering CRM requirements?

We just wrote a blog article about this topic:
http://www.crmsoftwareblog.com/2010/09/12-questions-every-crm-buyer-should-be...
Hope it is helpful.
Mary Lenehan
Crestwood Associates

Nov. 9, 2010

Mary Lenehan and 11 other people answered this question

How do I tell my manager that I disagree with his operations style?

It depends on the organization you are working for. If it is a mom and pop shop, then I would recommend sitting back and observing the way their style works. Unless you have a lot of experience, your opinions won't hold much weight. If it ... more

Human Resources

Employee Contribution

Operations Development

Oct. 29, 2010

Mary Lenehan and 7 other people answered this question

What are some benefits to choosing a web-based CRM?

Here are some benefits to using Microsoft Dynamics CRM online:
1) Built in integration with Microsoft SharePoint.
2) Fast response time.
3) Less expensive to get started than on-premise.
4) Disaster Recovery is taken care of for you.
5) Same functionality as the on-premise (same ... more

Customer Service

Information Technology

Sept. 8, 2010

Mary Lenehan and 10 other people answered this question

CRM account management features?

Todd,
Great advice here. Also check out www.crmsoftwareblog.com for some information on comparing CRM products. My expertise is in Microsoft CRM but I have used other CRM products. Microsoft's big sell is CRM is in Outlook. Tracking emails, tasks and appointments is easy. Microsoft CRM ... more

Account Management

Conversation Tracking

Aug. 12, 2010

Mary Lenehan and 3 other people answered this question

What features should I look for in small business accounting software?

I've been working with small business for 10 years. Most start with QuickBooks or Peachtree to get started. I would recommend one of those to track expenses and write checks and create financial statements. The next step would be a mid-market solution like Microsoft Dynamics ... more

Human Resources

Accounting Software

June 21, 2010

Mary Lenehan answered this question

Erp training consultants?

As the client education manager for my company, I have much experience in training and influence on the training line on our Microsoft Dynamics GP and CRM proposals. We offer many types of training including eLearning from Microsoft, project team training, end user training and ... more

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