Dynamics 365 2-week Vision and Value Workshop

Unify your teams & data to transform customer experiences with Dynamics 365!

Are you struggling with disconnected teams and data? It’s time to break down the silos and unify your efforts! Traditional CRM systems often lag behind today’s rapid tech evolution, potentially causing you to miss out on innovative features that could propel your business forward. Plus, your teams’ time should be spent building customer relationships, instead of being lost on mundane tasks. In this 2-week Vision and Value workshop, TrellisPoint can help you explore how to streamline sales with Dynamics 365 and free up your teams to work with what matters most — your customers.

Common CRM Complaints

• Disconnected teams and data: Teams operate in silos, leading to misinformed decisions and strategies.
• Lacking technical innovation: Technologies leave you unable to meet evolving market demands.
• Inefficient workflows: Cumbersome processes consume unnecessary time and negatively impact customer experience.
• Complex User Interface: Users find the CRM system difficult to navigate, leading to frustration and decreased productivity.
• Poor Integration: The CRM does not seamlessly integrate with other essential tools and systems, causing data silos and workflow disruptions.
• Lack of Customization: The CRM lacks flexibility, making it hard to tailor the system to specific business needs and processes.

Two-Week Workshop Agenda

• Assessment: Discuss your business priorities and future-state priorities including fit-gap analysis with your current CRM platform.
• Art of the possible:Clarify how Dynamics 365 can support all current and future business requirements.
• Build the plan:Get a Board-ready business case with quantified ROI, best practice migration plan and a transparent path to value.