CRM Consulting & Concept Design with a Clear Roadmap
New requirements, additional processes, or a planned system modernization often provide the impetus for a CRM project. In our CRM consulting for Dynamics 365 CE, we create the foundation for well-founded decisions and further project planning.
CRM Consulting for Dynamics 365 CE for Existing Processes
Typical Reasons for Consulting
CRM projects arise from a variety of occasions. These include new systems, additional requirements, and extensions.
Focus Areas
- CRM Implementation & Migration
- Apps & Automation
- Interfaces
- Further Development
Structuring Requirements
Your framework conditions, processes, and business requirements are reviewed together and classified for further planning.
Focus Areas
- Project Scope
- Business Department Requirements
- Goals and Priorities
- Involvement of Key Users
Assessing
Systems
Existing applications, data sources, and interfaces are reviewed in terms of their functions and interdependencies.
Focus Areas
- Information Flows
- System Landscape
- Data Sources
- Interfaces
Developing the CRM Concept
The results of the consulting on Dynamics 365 CE are brought together into a concept and form the basis for further implementation.
Focus Areas
- Processes and Requirements
- Data Structures and Functions
- Roles and Responsibilities
- Preparation for Implementation
Where Does Your CRM Project Stand?
Every project has its own requirements and specific framework conditions. We would be happy to discuss the next steps with Dynamics 365 CE with you.