CRM Planning for Success

We believe in doing things right the first time and the best way to make that happen is to thoroughly understand your processes, your data, and your rationale for deploying Microsoft Dynamics 365 Sales / CRM modules. Armed with these insights, we then develop a comprehensive implementation plan complete with timelines, deliverables and milestones requiring client approval.

Together, we analyze your processes and data requirements in key functional areas to identify any gaps in how Dynamics 365 CRM supports your needs. Applying our technical expertise and knowledge of sales, marketing, and customer service best practices, we document system requirements and design details that incorporate the following considerations:

Technical: Current IT infrastructure; system and platform integration; software configuration; data migration; mobile deployment

Business Processes: Internal and external communication flows; data and document management relationships; flowcharts of sales and other key processes

Business Intelligence: Reporting and query requirements by functional area; methods for distributing BI; executive dashboards. See how our CRM Reporting and the Microsoft Power Platform can help you get performance insights.

Execution: Detailed plans for implementation, application testing and acceptance, user and system administrator training, executive coaching and ongoing support. Learn about our CRM Manager options.

InfoGrow builds long-term relationships with our clients that begin with these thorough plans and continue with meticulously executed services throughout and beyond your implementation. Learn more about partnering with our experts to reap the rewards and return on investment of Dynamics CRM.