Implementation General Diagnosis Report
Methodology for analyzing the actual implementation status, and to identify opportunities for improvement.
We recover your CRM. For many years we have been developing our own process and toolkit for turning around CRM projects that have lost momentum.
CRM has poor internal reputation, and is viewed as ineffective
Low user adoption
Managers are unhappy with ROI
Disappointment with the current level of support
Our team is equipped with an effective toolkit and rescue plan to quickly assess and save your CRM project.
From the start we assess your key priorities and implement immediate actions focused on resolving outstanding issues for quick improvement.
Our team takes an in-depth diagnostic of the current real CRM usage, licensing, and status of implementation.
We hold periodic sessions with management and key stake-holders on ways in which you can optimize your organization’s CRM platform.
We work with you to understand your long-term business goals and identify how to optimize your system. From basic customizations, to advanced process automation and integration, our team helps you create and execute a prioritized backlog and release plan to enhance the value of your CRM.
We provide ongoing support, training, and consulting services to increase your team's skills so that you can effectively implement changes and improve CRM user experience to boost user adoption and maximize impact.
With managed services for Dynamics 365, our team can address immediate needs on-demand and help you make continual improvements to your CRM.
Methodology for analyzing the actual implementation status, and to identify opportunities for improvement.
Hurrah! is a gamification software designed to engage your team in daily activities and measure adoption metrics for your CRM.
Workshops to align the expectations of primary stakeholders regarding CRM projects success criteria and achieve a consensus about the first MVP.
