Sales and Customer Service assessment of your current CRM with a view to creating a roadmap for improvement with Dynamics 365 and Power Platform
Dynamics 365 CRM Health-Check 2 hours: Engage with Endeavour Solutions for access to our CRM experts to review your current install and set a plan for improved performance and results.
Dynamics 365 Sales Enterprise, Dynamics 365 Customer Services, and the Power Platform include more than just core CRM functions for contact management, service cases, and pipeline reporting. Leading SMB and Mid-Market organizations are now implementing enterprise-level capabilities using built-in AI (Artificial Intelligence), machine learning, RPA (Robotic Process Automation), Virtual Agents (chatbots), and Self-service Portals, to automate repetitive tasks, surface new insights, and improve the productivity of your internal resources.
As experts in Dynamics 365 CRM and the Power Platform, our consultants and technical developers at Endeavour can help you to unlock the power of Microsoft Dynamics 365 in a quick and cost-effective fashion to help you make your business better.
The goal of the Endeavour CRM Health Check is to build a roadmap that identifies: gaps that need to be addressed, future updates that may impact configuration, and opportunities for change and innovation. Our goal is to help you maximize the return on your CRM and business application investments.
Clients may be on older versions of Dynamics CRM on-premises, Salesforce.com, or already using Dynamics 365 and simply looking to get more of our their investment. Four pillars of an Endeavour CRM Health Check:
1 - Technical review 2 - Process / Feature review 3 - End-user adoption review 4 - Upcoming updates review
Key sections with your CRM Health Check findings document will include recommendations based on your needs
Note this is a FREE assessment for select new or existing clients. More detailed paid assessments are also available