Sales Solution: 2-Day Assessment

This 2-day assessment is held on-site at your facility.

The engagement will include meetings with the clients of your Sales processes, as well as IT stakeholders.

Agenda

Day 1

Discovery and analysis of the your current Sales system environment.

Day 2

Creation of a detailed plan to highlight overall migration/implementation process, customizations, data migration and integration.

Deliverables

• Clear visibility into a Dynamics 365 for Sales implementation for your business processes.
• Discovery, Analysis, and Migration/Implementation Plan.