Strategic
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, phase one is for only one or two sets of stakeholders, such as sales and marketing.
Strategic explained
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.
What's included?
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
Self-Service Portal
Change Management
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
Budgeting Guide
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 a strategic project will help you develop mature CRM solutions
Hear from our customers
"I have known Cloud9 Insight for some years, and would always return to them for help and advice on bespoke CRM issues.All of the staff I have dealt with have proved to be committed and customer-focussed. I particularly like the way in which they quickly understand what I need – and then set about resolving problems and refining performance of the system to suit my specific requirements. Competence, best value, speed of response, professionalism, and courtesy – coupled with warmth – mean that I can always contact Cloud9 Insight with confidence."
James Hickens
Gilbert Ash