SFA CRM Architecture Planning: 3-day Workshop

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:

• 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.