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CRM for Government Contractors: 1-Day Assessment

Information Strategies

An engagement to evaluate how InfoStrat's Dynamics 365 for Government Contractors solution can help improve the performance of your government capture teams.

InfoStrat's Dynamics 365 for Government Contractors solution simplifies the capture process by allowing users to search for opportunities from government databases directly within Microsoft Dynamics 365 and import those search results, creating new opportunity records. Users can then follow opportunities through the sales process from proposal and review phases to the final award phase.

The solution is built on the Microsoft Dynamics platform to facilitate integration with enterprise resource planning (ERP), accounting, and document management. If you are using Deltek GovWin IQ, Onvia or other sources, consider Dynamics for your capture management tracking.

Deliverables

  • Set up demo instance of Dynamics 365 for Government Contractors solution
  • Enable user accounts for proof of concept
  • Identify integration requirements such as Office 365 and email
  • Analyze sales process and map to Dynamics 365 for Government Contractors solution
  • Provide fit-gap analysis and recommendations
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