CRM Core Team Prep: 4-Hr Workshop

Help your core team get prepared for an upcoming Microsoft Dynamics 365 CRM initiative.

When CRM is initiated, many companies assemble a team of Subject-Matter Experts (SMEs) representing various parts of the business who they charge with becoming power users. In high-performing organizations, this core team of SMEs is an ongoing construct.

When the core team understands best practices, they will have a strong plan going into a CRM initiative. Fullscope, an Alithya company has seen a dramatic increase in the level of customer success when this methodology was introduced.

Deliverables

• Combination of sessions including online training and homework
• Two (2) one-on-one 90-minute review sessions