CRM Performance Analysis: 10-Day Assessment

MTC will conduct an in-depth performance analysis of your environment to identify the root causes of performance issues and provide a solutions roadmap for resolving them. By the end of the performance analysis, you will get a clear understanding on the various factors affecting your CRM performance and the ways to monitor and control them.

The assessment involves the following process:

• Analyze current business processes for any deviations or scope for optimization.
• Review existing configuration including JavaScripts, plug-ins, workflows, etc., for optimization.
• Data quality audit, review data quality of both company and contact records in the CRM system.
• Review current deployment practices and issues for overhauling with industry best practices.
• CRM reporting audit and recommendations on performance improvement.
• Provide functional and technical recommendations roadmap.

Agenda

Week 1

• Analyze current business process
• Review existing configuration
• Review current deployment practices
• Data quality audit
• CRM reporting audit

Week 2

• Prepare requirements matrix
• Prioritize requirements
• Prepare technical recommendations document
• Develop roadmap
• Assist team in roadmap implementation

Note

• Management Technology Consulting (MTC) is a US headquartered LLC, dedicated exclusively to Microsoft Dynamics 365 / CRM professional services and outsourcing with heavy engineering expertise.
• MTC is built on optimized delivery technology and globally preferred cost center operations to deliver high-quality superior-value rapidly to all markets around the globe 24 hours a day.