Real Estate CRM implementation: 1-Day Assessment

This one-day assessment is for a company's business leaders and can be done via Skype call.

Agenda

Virtual Meeting

• Focuses on current business challenges, defining your company's priorities, and reviewing industry IT best practices in Commercial and Residential Real Estate

CRM assessment

• Focuses on user adoption review, analysis of data collected, and the KPI's measured in the system

Deliverables

By the end of the audit - an assessment document will be prepared, highlighting:

• Company's CRM strategy and how Dynamics 365 can support it
• Current CRM usage and gaps
• Industry best practices that must be implemented
• Suggested technology roadmap using Dynamics 365