CRM: Build the Business Case and Roadmap

All Microsoft Dynamics CRM projects have the best chance of success, providing you have the right fundamentals in place.

These days most companies are being pushed to automate and install and implement IT systems with an approach that focuses on what the technology can do without looking at why it’s needed in the first place and whether it’s going to generate a Return on Investment.

The solution to this is to develop a robust strategy and develop a strong business case for any technology implementation project.

Below are some of the key questions that you need to ask before you get to the point of purchasing any IT system – even those that are out of a box. • Will the system give you operational efficiencies? • Will it reduce cost bases? • Will it generate ROI? • Will it reduce your IT maintenance costs? • How will it help your business to grow?

But perhaps the most important question of all is getting right back to basics and asking: what are the reasons for doing this?

At Crimson, we don’t sell IT out of a box. Our dedicated experts work in partnership with you to implement systems that align with your business strategy and its operations. We achieve this by understanding what makes your business tick, what business models you have in place, and what business processes you use to support this.

Attend our half-day workshop and hear first-hand from Crimson’s Microsoft Dynamics CRM consultants about the ins and outs of generic CRM systems, including the benefits of investing in them, the return on investment they can deliver, how they can boost revenue and how to develop a strong business case for them.

You will get the insight and advice you need to develop a top-level road map, containing your key findings and recommendations, that you can present to your key stakeholders. You will have everything you need to be able to clearly communicate your vision and beliefs, with an honest approach built upon integrity and trust.