Approach and partnership:

Wipfli has a strong track record of delivering successful Dynamics 365 Customer Engagement/CRM implementations

Wipfli's focus and commitment to each client is not just to a successful implementation project, but to long-term support and partnership that helps each client derive ongoing value and strategic impact

Agenda

Wipfli's approach for Dynamics 365 implementations is characterized by significant focus on business process improvement to help each client achieve their business objectives which typically include:

Optimizing growth through creation of a robust platform to track and manage the sales process
Providing organizational visibility and collaboration on large opportunities to drive increased win rates and profitability
Driving organizational effectiveness by providing one source of truth regarding lead, prospect, and account information
Delivering improvements in customer service, loyalty, and customer penetration
The sales process and initial phase of each project includes identification of specific project objectives for each client
This outlines approach for Sales enablement; Wipfli also helps clients drive value and impact from other D365 Customer Engagement apps -- Customer Service, Marketing, Field Service, Project Service Automation/PSA, and Customer Insights

Deliverables:

Objective 1: Optimize growth by providing a platform and collaboration process for the customer lifecycle: leads, opportunities, contacts, accounts
Objective 2: Provide organizational visibility and collaboration on key opportunities
Objective 3: Provide one source of truth to drive effectiveness
Objective 4: Training to drive successful system adoption
Objective 5: Ongoing support to foster long-term success and impact

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