CRM Adoption & Readiness: 4-Hr Assessment

Does your team struggle with adoption or unsatisfied level of initiative success?

In this assessment Alithya experts will meet with your executive team to determine where your company fits in the best practices-based High Performing Organization (HPO) model. This model is a way of assessing where you are on the path to becoming successful with CRM.

The HPO model includes three main components:

• Organizing structure
• Training and cadence, all designed to drive increased user adoption
• Business results

We facilitate this session and walk through best practices while your team assesses how they fit into the HPO model.

Deliverable

• You will receive a report with recommendations on areas that need to be addressed to drive success of your CRM initiative.

CRM can include a combination of several different modules within Dynamics 365: Sales, Customer Service, Customer Experience and/or Field Service. Cost may be adjusted based on company size and specific needs/goals, as determined before the assessment.