1-Hour CRM Transformation Strategy

Accelerate your CRM transformation with a 1-hour discovery session tailored for organizations exploring Microsoft Dynamics 365 Sales and Customer Service.

This complimentary session is ideal for businesses seeking to: Modernize sales operations with AI-driven insights, lead management, and opportunity tracking. Enhance customer service delivery through multi-channel case management, intelligent routing, and real-time dashboards.

Our consultants will:

1. Assess your current sales and service workflows.
2. Demonstrate key capabilities of Dynamics 365 Sales and Customer Service.
3. Explore integration scenarios across Microsoft platforms - including Microsoft 365 (Outlook, Teams, SharePoint), Azure, and other Dynamics 365 applications - as well as third-party systems such as ERP, e-commerce, and helpdesk tools.
4. Discuss licensing options and implementation timelines based on your business needs.

Session Format: The session is available onsite within Klang Valley. For locations outside Klang Valley, virtual delivery is preferred, though we will assess internally whether an onsite session is feasible based on scope and availability.

Duration: 1 hour

Target Audience: Sales leaders, service managers, CRM owners, IT decision-makers

Languages: English (other languages available upon request)

Whether you're evaluating CRM options or planning a digital upgrade, this session will help you envision a scalable, secure, and intelligent solution tailored to your goals.