What Is Strategic?
Strategic is a flexible implementation of Dynamics 365 with phased business change. Typically, these projects involve data migration from existing CRM systems. Phases are designed to build additional maturity which may include system integration.
Who Is It For?
Our strategic CRM project approach has been designed for ambitious clients looking to develop mature CRM capabilities with data migration from an existing CRM solution and, potentially integration with other applications. Typically, a phase one is for only one or two sets of stake holders, such as sales and marketing.
Strategic projects deliver a broad scope of functionality that is implemented in managed phases. Implementing CRM requires user adoption and careful management of the existing business process. A Strategic process may also incorporate other functions such as marketing automation or finance integrations, it can also include an additional Microsoft module, such as Field Service or Power BI.
Requirements workshops to understand your business needs and unique processes
Agreed joint plan and roles of responsibility to successfully deliver the project
Your existing CRM data will be migrated to the new system as required
Workﬂows and automations
Website portal Integration
Management reporting and BI
Training is delivered to your team
Integrations required are built with other business applications
Post-project Client Success care package to support ongoing training and user adoption, as well as minor tweaks and changes
Define a Successful CRM Project Approach
The project approach will be custom designed but typically will follow an iterative process of development and review:
Create a roadmap of discreet phases
Design a solution for all stakeholders in mind including your customers
Consider productivity improvements including automation
Review and improve your existing processes
Consider benefits of integration with other systems such as finance
Use this tool to create your project budget, using the experience of hundreds’ of projects. Ensure you have created a realistic budget for all phases of your Microsoft Dynamics 365 implementation. If you would like help with this Cloud9 Insight have created a free budgeting and planning tool to support you with identification of all areas of scope that you should budget for.
Plan a Joint Review of Your Requirements
Prioritise your needs and sign-off to start your project.
There is no commercial commitment to any project beyond the requirements gathering which is a low-cost scoping engagement.
Find Out How Strategic Project Will Help You Develop Mature CRM Solutions
Explore Our Other CRM Implementation Approaches
Find the right approach for your organisation:
Fast Track is a fixed-budget and quick way to implement Dynamics 365 Sales or Service with some simple configurations to align the solution to your business, designed to be a first step of your CRM journey. Additional packs of capability are available to add-on to the core solution.
Enterprise projects are large scale projects using one or more Dynamics 365 modules, across the whole business often with some level of complexity. Typically, one or more internal and external integrations are set up, such as with finance.
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