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Aim for change and optimization on your existing CRM platform, or take the first step toward a successful Microsoft Dynamics implementation.
AlfaPeople's CRM Business Process Review seeks to optimize the processes of both existing Dynamics 365 users and prospective licensees wanting to go live. Across a select department or area, we will pin point risk areas, address and resolve shortcomings in the deployment of the technology, and highlight your optimization potential.
Upon conclusion of the review stage, AlfaPeople will deliver an in-depth report that will allow you to immediately address and resolve critical issues and inform your commercial strategy into the future.
Workshop + Review - Days 1 & 2
With a focus on business and functional improvements, our Dynamics 365 experts will engage with executives through to end users to determine objectives, challenges and expectations. Includes a workshop for key players.
Gap Analysis - Days 3 & 4
Our consultants will formulate a tailored assessment of your processes to address key industry and business-specific challenges, focusing on immediate and sustainable change. We'll recommend the best Dynamics features, partner software, or customizations.
Conclusion Workshop - 1 week later
We'll come together in the days following the delivery of our report to expand on our analysis and recommendations, and pin point the best ways forward to fully leverage the functions of your existing or proposed platform, including apps and partner software.
Every customer is different - our services are tailored! Contact us today to discover how our team of experts can help you achieve your business' specific goals.