Dynamics 365 Sales: 2-Day Discovery Session and Solution Roadmap

Is your sales team facing inefficiencies, disjointed processes, or a lack of real-time insights? Folio3’s Dynamics 365 Sales: 2-Day Discovery Session and Solution Roadmap is designed to provide clarity and direction for your sales transformation journey.

This focused two-day engagement with Folio3's Dynamics 365 Sales experts will deep-dive into your current sales processes, identify critical pain points, and uncover opportunities for significant improvement with Dynamics 365 Sales. We understand that a successful implementation starts with a precise understanding of your unique business challenges and goals.

What to Expect During the 2-Day Discovery: Our structured approach ensures comprehensive coverage and actionable outcomes:

Day 1: Current State Analysis & Challenge Identification

• Process Workshops: We'll conduct interactive sessions with key stakeholders (Sales Leadership, Sales Managers, Sales Representatives) to map your existing lead-to-opportunity, quoting, and customer management processes.
• Pain Point Elicitation: Identify current inefficiencies, data silos, reporting gaps, and manual efforts hindering your sales team's productivity and effectiveness.
• Goal Alignment: Understand your strategic sales objectives, growth targets, and how technology can support these aspirations.
• Initial Dynamics 365 Sales Overview: Provide a tailored introduction to Dynamics 365 Sales core capabilities relevant to your identified challenges.

Day 2: Future State Vision & Roadmap Definition

• Solution Brainstorming: Explore how Dynamics 365 Sales features (Lead Management, Opportunity Management, Forecasting, Dashboards, Mobile Access, Integrations) can address your specific pain points.
• High-Level Design & Prioritization: Collaborate on a future-state vision, outlining key functionalities and prioritizing potential solutions for quick wins and long-term impact.
• Interactive Demonstrations: Showcase relevant Dynamics 365 Sales capabilities with real-world scenarios to visualize potential solutions.
• Q&A and Feedback Session: Address your team's questions and gather feedback to refine the proposed direction.

Key Deliverables:

By the end of this 2-day session, you will receive:

• Current State Assessment Report: A documented summary of your existing sales processes, challenges, and identified pain points.
• Proposed Future State Vision: A high-level outline of how Dynamics 365 Sales can transform your sales operations.
• Tailored Solution Roadmap: A clear, actionable plan detailing recommended Dynamics 365 Sales features, potential phases, and next steps for implementation.
• Effort & Cost Estimate (High-Level): A preliminary estimation of the investment required for the recommended solution.
• Folio3 Expert Recommendations: Strategic advice and best practices for optimizing your sales processes with Dynamics 365.

Benefits of this Discovery Session:

• Clarity & Direction: Gain a clear understanding of your current sales landscape and a defined path forward with Dynamics 365 Sales.
• Risk Mitigation: Identify potential challenges early, reducing implementation risks and ensuring alignment with business goals.
• Informed Decision-Making: Make data-driven decisions about your Dynamics 365 Sales investment with a precise roadmap and initial estimates.
• Stakeholder Alignment: Foster a shared understanding and buy-in across your sales, IT, and leadership teams.
• Accelerated Planning: Kickstart your Dynamics 365 Sales journey with a well-defined strategy, saving time and resources.

Why Choose Folio3 for your Discovery?

With over 20 years of experience in delivering transformative Microsoft Dynamics solutions, Folio3 brings deep industry expertise and a proven methodology to every engagement. Our certified consultants specialize in Dynamics 365 Sales, ensuring you receive insightful, practical, and tailored recommendations. We are committed to helping you unlock unparalleled sales excellence and achieve tangible business outcomes.