Dynamics 365 2-week Vision and Value Workshop
Your Fast Route to a CRM Transformation. Microsoft Experts are here to help you take the next step. Let’s talk.
Unify your Teams & Data to transform Customer Experiences
Are you struggling with disconnected teams and data? It’s time to break down the silos and unify your efforts! Traditional CRM systems often lag behind today’s rapid tech evolution, potentially causing you to miss out on innovative features that could propel your business forward. Plus, your teams’ time should be spent building customer relationships, instead of being lost on mundane tasks. Let’s explore how we can streamline your CRM - freeing up your teams on what matters most, your customers.
Dynamics 365 saves your people’s time and has positive impact on your bottom line by...
- Decreasing average service agent handling time.
- Doubling the revenue growth of CX leaders vs CX laggards.
- Reducing gathering, analyzing and reporting of sales data.
Our offering:
A unique 2-week engagement for your organization to build the business case and provide more clarity on resource requirements, timelines and outputs for a switch to Dynamics 365.
1. Assessment
Discuss your business priorities and future-state priorities including fit-gap analysis with your current CRM platform.
2. Art of the Possible
Clarify how Dynamics 365 can support all current and future business requirements.
3. Build the Plan
Get a Board-ready business case with quantified ROI, best practice migration plan and a transparent path to value.
Frequently Asked Questions
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How long does the engagement last?
The engagement is designed to be completed within 2 weeks, offering a fast route to assessing your CRM transformation needs and building a clear, actionable plan.
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How can this engagement benefit my organization?
It will:
- Help unify your teams and streamline your CRM.
- Identify how Dynamics 365 can support your current and future business needs.
- Provide you with a clear and practical migration plan to switch to Dynamics 365.
- Help build a business case with quantifiable ROI.
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What CRM challenges does this engagement address?
The engagement is focused on solving issues such as disconnected teams and outdated CRM systems. By switching to Dynamics 365, you can streamline your operations, enhance productivity, and unlock innovative features to better serve your customers.
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How does Dynamics 365 impact the bottom line?
- Reduces the time spent gathering, analyzing, and reporting sales data.
- Enables businesses to double the revenue growth of CX leaders compared to CX laggards.
- Decreases average service agent handling time, improving customer service efficiency.
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Who is this engagement for?
This engagement is perfect for organizations that are considering a switch to Dynamics 365 and need a comprehensive assessment of their current CRM, as well as a tailored plan to move forward with CRM transformation.