During the study, we take the specific challenge facing your company at this time as our basis. A CRM system is a business strategy, not a destination; it is important that it is repeatedly aligned to the needs of the business along with its employees, customers and partners. To start with, we brainstorm on the possible impact of the CRM system. By choosing not to get into the technical details straight away, we can rely on the involvement of all the relevant parties. This way, we will often unearth hidden treasures that could potentially bring huge added value to the company. Based on the information we collect, we list the preconditions for the solution, as organized by their priority and added value. This enables us to build in enough flexibility to respond to ongoing changes and further insights.
Experience has taught us that this approach ensures greater involvement by all parties, a clear definition of the targets and requirements, and improvements to existing business processes. Your company will be able to make the shift away from reactive decisions and toward proactive insights. There will now be a strategy behind the use of your CRM system that realizes the full potential of the tool, its users and your company.
Every project narrates a story about goals, the team, timing, deliverables, and it requires detailed project planning to get the story right and keep the characters out of trouble. Some of those stories are short and sweet, while others are long novels with twists and turns. We were in the latter category, characters of a long novel with complicated turns. The advisory study we did with Realdolmen in the initial phase of development of the Dynamics 365 Events Marketing tool helped us tell our story in a very eloquent manner, and put structure where we were lacking it. It helped us clarify the project scope and its objectives, and we were able to start the project with clear objectives in mind, and with a concrete mapping of what the software offers, the challenges and limitations. It was also a team building exercise and we loved the visual approach Realdolmen used. Highly recommended for small or large projects, gets you started with a clear head.
Andreea Calbeaza, Corporate affairs manager, Microsoft EU Government Affairs
Want to know more? Download the full flyer here.