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Planning

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

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

Business Intelligence
Business Intelligence: Reporting and query requirements by functional area; methods for distributing BI; executive dashboards

Execution and implementation
Execution: Detailed plans for implementation, application testing and acceptance, user and system administrator training, executive coaching and ongoing support

InfoGrow builds long-term relationships with its 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.
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Address

2140 Front Street 
Cuyahoga Falls, OH 44221

Telephone

(330) 929-1353

Email

info@infogrowcorp.com
​© 2020 InfoGrow Corporation
  • Home
  • Why InfoGrow
    • Our Approach >
      • Our Story
      • Our Clients
    • Our Pledge
    • Careers
    • Alliances
  • Dynamics 365 CRM
    • Dynamics 365 CRM Consulting >
      • Microsoft Dynamics 365 CRM
      • Dynamics CRM Optimization
    • CRM Manager
    • Dynamics CRM Rescue
    • Dynamics CRM Support
    • Dynamics CRM Reporting
  • Dynamics 365 Solutions
    • Dynamics Marketing Automation
    • Dynamics for Hospice
    • Dynamics 365 Non-Profit Fundraising
    • Application Development
    • CRM SmartMap
  • Resources
    • Blog
    • Videos
    • Whitepapers
    • CRM Quiz
    • Store
  • Contact Us