CRM Sales Partenza Rapida - 10 Hours Workshop

The proposed activity aims at helping the client understand the benefits of CRM that derive from the usage of Dynamics 365 Sales and related products, and analyze sales business processes where the application of CRM brings along tangible and competitive advantages. To achieve this result, Altitudo will organize 2 workshops using its best expertise in innovation and giving priority to the customer engagement area of interest for the client and the business key user. The workshops will take place following this schedule:

Day 1

• 1 hour: Envisioning Solutions for Digital Transformation using Customer Engagement Dynamics 365 solutions, with focus to Sales Processes
• 1 hour: Analysis of CRM Sales processes already in place
• 2 hours: Assessment and discussion of current pains and areas of improvement

Day 2

• 2 hours: Definition of platforms and processes aiming at improving the customer engagement goals of the company, with focus on the Sales P.
• 1 hour: Presentation and positioning of innovative CRM Use Cases with respect to the previously identified processes
• 3 hours: how to exploit the Dynamics 365 Sales App and related Apps to improve the previously identified business processes.

The output of this activity will be a brief report targeting the following points: • Identification of the key customer engagement sales processes for the digital transformation. • Possible solutions, technological and business-related, for managing important aspects like Sales Calls and Visits, Sales Opportunities, Sales Pipeline Review, Sales Forecasting • Development of the above-mentioned hypothesis about an action plan and the recommended Dynamics 365 Sales functionalities and related Apps