Dynamics 365 Sales CRM: 2-day Assessment

Design Your Sales Strategy with Expert Guidance

Understanding your sales processes and CRM requirements is essential before embarking on a Dynamics 365 Sales project. SSW's Dynamics 365 Sales Assessment service provides you with a detailed blueprint and roadmap, enabling informed decisions about your CRM implementation.

Our assessment, also known as a Specification Review, is designed to evaluate your current sales processes or conceptualize a new Dynamics 365 Sales solution tailored to your organization's unique needs, leveraging Azure-based services for enhanced performance and scalability.

Our deliverables include:

• Sales Process Analysis: We examine your current sales workflows or gather new requirements to fully understand your organizational needs and vision, including potential Azure integrations for sales insights and AI-driven forecasting.
• CRM Architecture Design: We create a comprehensive structure for your Dynamics 365 Sales implementation, detailing entity relationships, sales pipelines, and integrations, considering Azure-powered features for extended functionality.
• Feature Backlog with Estimates: We provide a prioritized list of features and customizations, complete with effort estimates, allowing for accurate planning and budgeting, including Azure-based solutions for enhanced sales capabilities.
• Implementation Roadmap: We design a strategic plan outlining the steps for successful Dynamics 365 Sales deployment and adoption, aligned with your business objectives and timelines, incorporating Azure services where beneficial.

*Pricing and timeframe vary based on the scope of the engagement.