Discovery & Audit – We run a series of surveys, stakeholder interviews & workshops to truly understand your business and how your CRM investment will help support & accelerate your broader business goals
Business & technical requirement scoping – We work closely with all team users to intrinsically understand your operational needs and translate them into the technical requirements, alongside providing our best practice recommendations.
Project management, implementation & integration – We adopt an agile project management style in our implementation ensuring we are in contact with key end users throughout the development adapting to new requirements as needed.
TESTING & OPTIMISATION
We provide a robust testing environment to QA your MS Dynamics instance to help ensure complete assurance and identify features which could be optimised before delivery.
We offer ongoing business hours support of your CRM.
The value we deliver…
INSIGHT – Provide rich business insight to help educate decision making
Visibility of lead generation, coverage & conversion
PERFORMANCE – Drive sales & marketing performance
Sales enablement & automation
Marketing & sales alignment
EFFICIENCY – Drive operational efficiency through
Integration of core business platforms
Automate data process flows
RISK – Compliance adherence & risk mitigation
Support GDPR legislation
Reduce the risk of data leakage
What helps us deliver such value?
DEPTH OF DISCOVERY
We invest heavily to truly understanding your business, teams & processes married together with our wealth of Microsoft Dynamics knowledge means we implicitly understand what will make your project a success
PRAGMATIC & PROBLEM SOLVERS
We adopt a practical, hands on approach to our delivery
SPEED & AGILITY
We pride ourselves in being responsive and adaptable to our clients’ needs