SFA CRM Architecture Planning: 3-day Workshop

Netwise S.A.

Together with your team, we’ll build a high-level vision of a CRM system. The vision includes architecture, a product backlog and a high-level plan for building a Sales Force Automation system.

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
  • About Netwise

    Founded in 2008, Netwise is a leading Dynamics 365 consulting firm (7-time Microsoft Partner of the Year, Gartner Trusted Dynamics CRM Vendor) that successfully completed over 150 CRM projects in 23 countries. Our experts know how to approach and structure a CRM project, so that your company wins with with quick releases of the most useful features.

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