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Innovative companies know that using CRM as part of a business strategy, helps them build and strengthen customer, partner, and supplier relationships.  Now that you have decided to deploy your CRM system, you no doubt have big plans for its future. 

Translating your CRM vision into a reality can seem extremely complex.  Breaking down a large CRM implementation into smaller, easy to digest projects and phases can seem impossible, especially if you are new to Microsoft Dynamics 365 CRM.

This is where our experts at XRM Architects can help.  We can be on hand every step of the way of the creation and the implementation of your CRM vision.  To see how we can help plan your roadmap, find out about the XRM Architects' CRM Envision service.

XRM Architects' Discover service uses our all our experience and skill to help companies scope out CRM implementation projects. By doing so, we will be able to:

  • Gain an understanding of your requirements via a series of workshops, end user walkthroughs and ongoing reviews
  • Understand and build a comprehensive list of your requirements
  • Create a wish list for your business
  • Provide you with estimates based on the initial scope of the project, with itemised costings based on our research
  • Work alongside you to implement the first phase of the implementation, and to assess the cost/value of each line item through informed business decisions.
  • Create an ongoing strategy for future CRM requirements to be tackled in subsequent phases, complete with indicative estimates.

Our experience in this field, means we can execute our Discover service in a very short timeframe. Your Discover service can be initiated in weeks, not months

We're here to help

Get in touch now ...

  • You can receive a FREE Initial Consultation. We will offer as much advice as we can.

  • You'll receive a competitive quote, normally provided after the meeting for your consideration.

  • We can either come to you, to help us get a better first hand understanding of your situation, or if you prefer to visit us, that's fine. You choose.

  • The meeting is completely without obligation.