Your elaboration is an opportunity for us to work together to gather and define your CRM requirements. This helps us to design a future-proof platform that takes your long and short term goals into consideration, and minimises the risk of any surprises that could add complications or delays to your project.
Our consultants will conduct interactive scoping workshops to get a flavour of how you work currently, and how you would like to work moving forward. Using experience from previous projects and technical expertise, we will challenge your requirements and suggest different ways of working to ensure the resulting solution is as effective and future-proof as possible.
Following the scoping sessions, we will provide documention of our findings and recommendations for how your requirements can be achieved in Dynamics 365. We will also recommend the best approach for your project and provide indicative costs and project plans.
“With Discovery behind us, we have collectively turned what felt like a mammoth and rather unwieldy project, into one that now has manageable phases and realistic timescales and estimates.”
Head of CRM System
UnLtd
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Some of the organisations we’ve worked with
