CRM Business Value Assessment: 3-Day Workshop

So, analysis says you need an CRM system. The next steps involve deciding what system is best for you, understanding your requirements, and beginning to build a strong business case to get buy in and funding from executive sponsors.

Incremental Group offers assistance to companies faced with this challenge by facilitating a three-day engagement based on agile sprint concepts.

During the sprints we will explore your processes, time consuming admin tasks and reporting periods that can be improved across your sales, customer service and marketing departments.

Agenda

Knowing whether a system is right for your organisation or not relies on understanding your wider strategic objectives and IT landscape. Building a sound business case for a new system relies on being able to understand and demonstrate the business value of the system.

Sprint 1

This will consist of a detailed discovery day with one of our Dynamics 365 Product Evangelists to understand your strategic objectives, existing IT landscape, current challenges / pain points and your future requirements.

Sprint 2

This consists of the configuration of a Dynamics 365 demonstration tailored to your requirements and strategic objectives along with the development of your Business Value Assessment based on the insight captured during Sprint 1.

Sprint 3

Delivery of the tailored Dynamics 365 demonstration and Business Value Assessment by Dynamics 365 Product Evangelist to your key stakeholders / executive sponsors.

Deliverables

Three-day workshop concluded with a two-hour demonstration of Dynamics 365 and presentation of the results of your Business Value Assessment.