Dynamics 365 sales assessments 2 days

Dynamics 365 Sales Assessments – 2 Days

Unlock the full potential of Microsoft Dynamics 365 Sales with our focused 2-day assessment. Designed for organizations looking to enhance their sales processes, improve CRM adoption, and align their Dynamics 365 Sales environment with business goals, this engagement delivers actionable insights and a clear path forward.

What’s Included:

Discovery & Analysis: We engage with your sales and IT stakeholders to understand current challenges, business goals, and system usage. System Review: Evaluation of your existing Dynamics 365 Sales setup, including data model, workflows, integrations, and user adoption. Gap Identification: Pinpoint inefficiencies, misalignments, and opportunities for automation or customization. Recommendations Report: A tailored roadmap with prioritized recommendations, quick wins, and long-term strategies. Executive Briefing: Presentation of findings and next steps to key stakeholders. Who Should Attend:

Sales leaders seeking better pipeline visibility and forecasting CRM admins and IT teams managing Dynamics 365 Sales Business analysts and transformation leads Outcomes:

Improved alignment between sales strategy and CRM capabilities Enhanced user experience and adoption Clear, actionable roadmap for optimization or future phases Delivery Format:

Remote or on-site (as per agreement) Interactive sessions with documentation and presentation deliverables