CRM Analysis

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CRM Analysis: priortizing your needs and requirements

The Analysis phase is the most important phase and key to a successful implementation. During the Analysis phase, CRM eXecutives will help you in collecting and prioritizing your needs and requirements. Furthermore, we can advise the organization in how to use CRM in the most efficient and effective way. Spending the time and effort on reviewing the current processes and advising where optimization, lean process management and improvements can be made will benefit the organization in the future. CRM eXecutives will use the Dynamics SureStep methodology during the documentations and deliverables of this phase.

Our services can be done on location or remotely. CRM eXecutives is working exclusively with CRM experts.