Dynamics 365 Sales Health Check and Adoption: 4-Hour Briefing

Wipfli LLP

Four hour briefing to help organizations determine their path to better user adoption and business impact from their Dynamics 365 implementation - no cost briefing

Microsoft Dynamics 365 provides a powerful and flexible platform for organizations to fuel growth by optimizing customer engagement processes - including leads, sales, marketing, cross-selling, customer relationship building, and customer loyalty. When deployed thoughtfully and effectively, Dynamics 365 Sales can help organizations and teams improve sales effectiveness and outcomes, win rates, productivity, internal collaboration, mobility, profitability, and can provide better analytical tools to help with business decision-making.

How to best get there? Wipfli provides a briefing to help organizations achieve those results by leveraging the best practices learned across hundreds of successful sales/CRM-customer relationship management implementations.

If your company has deployed Dynamics 365 Sales and is not getting the impact or outcomes you desired, or if users at your company are resisting or failing to successfully adopt and utilize Dynamics 365 Sales, the Dynamics 365 Sales Health Check and Adoption Briefing can help you lay out a plan to success:

  • Free 4 hour briefing including:

  • Meeting with Dynamics 365/customer engagement subject matter expert to: -> Review original business objectives leading into deployment of Dynamics 365 Sales -> Identify functional priorities at the time of implementation -> Review and determine user experience for key user constituencies -> Explore other current systems or processes in place that may be interfering or duplicating -> Assess current analytics and dashboards for value to the business

  • Subsequent meeting to review findings and recommendations:
    -> Dynamics 365 fit and/or gaps -> Adoption challenges and recommendations -> Organizational or process red flags -> Industry best practices or recommendations -> Guidance for a corrective approach and plan

In uno sguardo