Concept Study Dynamics 365 Sales 1-Day Assessment

Do you want to optimize your sales process and gain more insight into the sales efforts? During this concept study with a focus on Microsoft Dynamics 365 Sales, ConXioN has a thorough conversation with your project team, which usually consists of managers, salespeople and key employees. We start off with an inspiration session where we show the key features and possibilities of Dynamics 365 Sales.

After that, our consultants determine the current situation (AS IS) for each type of employee. We investigate the existing sales process, the way of working, the currently used software tools, and so on.

The desired future situation (TO BE) is also extensively analyzed. How do end users want to look up customer data and follow up on opportunities? Which fields should be added, tailored to your way of working? Is there a need for other software integrations? These are just some of the questions we are looking to answer together. Of course, during the analysis, we also pay attention to security (role-based and user-based).

For this analysis of the AS IS and TO BE situations, we map out both the strategic vision as well as the functional needs to get a clear view of the organization and the process. In addition, we also carry out a technical analysis: which solution matches the overall picture and your expectations best?

This is the agenda for this 1 day-assessment: *Analysis of the AS IS/TO BE situations *Adoption workshop *Inspire session Dynamics 365 Sales

Pricing may depend on the complexity of your specific setup, environment and/or organization.