https://store-images.s-microsoft.com/image/apps.42898.25e96eed-fe08-4f87-bf01-bf3c0db42963.e6167a19-0a8a-4c21-8f53-be2d72224dec.564fb71e-8bb5-4c7b-8480-31aa93b2a14b

AI-Powered CRM Roadmap: 2-Week Workshop

JourneyTEAM

Pricing $12,000

This CRM Vision & Value workshop is designed to provide a clear, actionable strategy for an AI-powered sales and customer engagement transformation through modernizing your CRM to Dynamics 365.

JourneyTeam is dedicated to helping customers by offering expert guidance and strategic planning for CRM modernization. Our proven engagement focuses on assessing current systems, identifying business needs, and developing a tailored roadmap to drive successful CRM transformations. This 2-week workshop provides a detailed plan and actionable steps to ensure a smooth transition, leveraging the full capabilities of Dynamics 365.

Week 0: Pre-Engagement Preparation and Initial Setup: Kick-off call and preliminary data gathering

Week 1: Assess Day 1: Kick-Off Session and Objectives Day 2: Evaluate Current CRM Systems Day 3: Identify Key Business Needs and Pain Points Day 4: Conduct Stakeholder Interviews Day 5: Analyze Business Requirements

Week 2: Art of the Possible and Plan Development Day 1: Explore Dynamics 365 Capabilities Day 2: Demonstrate AI-Powered Sales Transformation Day 3: Define Vision for CRM Transformation Day 4: Prioritize Key Initiatives Day 5: Develop Detailed Implementation Plan

At a glance

https://store-images.s-microsoft.com/image/apps.5987.25e96eed-fe08-4f87-bf01-bf3c0db42963.698e79a1-2acb-4756-abef-3fb0ea7298d4.d86d3b1a-3b99-4987-9bad-080d77aa4613
https://store-images.s-microsoft.com/image/apps.39275.25e96eed-fe08-4f87-bf01-bf3c0db42963.698e79a1-2acb-4756-abef-3fb0ea7298d4.8b32cda0-6a0e-4ea6-ad6f-1e779b611eb8
https://store-images.s-microsoft.com/image/apps.36384.25e96eed-fe08-4f87-bf01-bf3c0db42963.698e79a1-2acb-4756-abef-3fb0ea7298d4.77fded29-cdb9-4d50-a8cf-666a4fbd41b9