This CRM Business & Technical Architecture Planning workshop is designed for companies looking to deploy and implement a CRM system for Sales Force Automation (SFA). The system will be based on Dynamics 365 Sales and Power Apps.

Workshop Outcome:

The most important deliverables of this CRM Business & Technical Architecture Planning workshop:

A well-described plan of your future CRM project
A down-to-earth vision of what should go first and why
A high-level product backlog with feature suggestions to fulfill your business requirements
A release plan for your Dynamics 365 CRM project

Proposed agenda:

Day 1:

Do you really need CRM? What can CRM bring to your organization.
Tell us more about your needs

Day 2:

We’ll show you how Dynamics 365 and Power Apps can fulfill your requirements and when the out-of-the-box might not be enough
Together, we’ll map business requirements to feature set and proper licenses
We’ll talk about potential risks and how to avoid them

Day 3:

We’ll prepare a product backlog and a high-level release plan that will accommodate your business needs
We’ll talk about your team needs and who should engage and how, so that your new CRM really works
We’ll leave you with a solid vision on how to approach your CRM project

Workshop Outcome:

Proposed agenda:

About Netwise

SFA CRM Architecture Planning: 3-day Workshop

Netwise S.A.

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