CRM Envisioning Workshop

Your current CRM is costing you more than you think.

Disconnected teams. Manual reporting. A platform that can't keep up with how you sell and serve customers. If your CRM is running on a legacy or competing platform, the cost isn't only your licensing—it's also the productivity your teams lose every day.

The HBS CRM Envisioning Workshop gives you a clear path forward. In 2-3 weeks, our Microsoft experts assess your current environment, build a quantified business case, and map out exactly what a move to Microsoft Dynamics 365 looks like for your organization.

This engagement is designed for organizations running solutions that compete with Dynamics 365 Sales, Customer Service, Field Service, Contact Center, or Marketing. You leave with a roadmap and the confidence to move on it.

What We’ll Do Together

The CRM Envisioning Workshop follows a structured three-phase process built to accelerate your decision-making.

Phase 1: Assessment
We start by understanding your business. We review your current CRM platform, document your workflows, and conduct a fit-gap analysis that maps where you are today against where Dynamics 365 can take you. We align on future-state priorities, so the engagement reflects your actual business objectives rather than a generic template.

Phase 2: Build the Plan
We develop a Board-ready business case with quantified ROI and a best-practice migration plan. You'll see a transparent path to value: what the transition involves, what it costs, and what you gain. No surprises.

Phase 3: Art of the Possible
We demonstrate how Dynamics 365—including Sales, Customer Service, Field Service, Contact Center, and Marketing—can support your current and future requirements. This is where strategy becomes real.

What You’ll Walk Away With

• A Board-ready business case with quantified ROI
• A best-practice migration plan with resource requirements and timelines
• A clear view of how Dynamics 365 supports your future business requirements
• Defined next steps for a successful migration

Why Dynamics 365?
Organizations that invest in customer experience see measurable results. Customer Experience leaders grow revenue at 2x the rate of Customer Experience laggards. Sales teams using Dynamics 365 reduce time spent gathering, analyzing, and reporting sales data by 60%. And service teams cut average handling time by 73%.

The platform is built for AI-powered sales and service. And it's built to grow with you.

Why HBS?
Our team has guided organizations across industries through CRM modernization, from initial assessment through go-live. We bring the technical depth to evaluate your environment and the business acumen to build a case your leadership team will trust.

Your CRM should work for your team. Let’s make sure it does.

Contact us to find out if you are eligible for funding programs to aid with the cost of this assessment.