Consulting

At xRM3, we apply a process-centric view to help you positively impact the key drivers of your business to achieve success in all your Microsoft Dynamics CRM needs. Our Professional Consulting Services can be used to augment your team in a variety of ways. As it should, our engagement with you begins with an in depth conversation about your business, your process, and your issues, followed by addressing your Microsoft Dynamics CRM needs.

We have extensive knowledge and experience with:

Microsoft Dynamics CRM

Customer relationship management (CRM) shouldn’t just be a piece of software that gets installed – it is the implementation of a business strategy that places the customer as the focal point of the entire enterprise. The ability to successfully manage complex customer relationships requires that all aspects of marketing, sales, delivery, and customer service be coordinated and integrated. In support of an xRM-centric approach, our consultants are equally adept at identifying and handling organizational, technological, and procedural issues.

Business Process Improvement

In order to not only thrive, but continue to survive in today’s business climate, an organization must be flexible and capable of implementing continual improvement in its internal business processes. Improving levels of customer service, efficiencies, and productivity are not a singular project effort, but rather a continual process. We have a practical Business Process Management methodology that can be utilized either as a standalone effort or as a project component in the identification and quantification of benefits to be realized from the selection and implementation of the MS Dynamics CRM packaged solution.

Project Management

We employ a formal Microsoft Dynamics project methodology on all consulting engagements, with the level of detail and control scaled appropriately to the magnitude of the project effort. Each consultant assigned to an engagement is well acquainted with and adheres to all Microsoft project management processes and procedures. Different versions of the formal project methodology are utilized depending on the nature of the effort.

Training

A major portion of the MS Dynamics CRM package solution encompasses the training aspect. Up to 15% of the project budget can be expended on training. Introduction of significant change into the enterprise necessitates the education and training of the workforce. Our Team has years of training experience and every member is capable of relating to all levels of internal and external customers.

Information Technology Strategy

Aligning your information technology investments with ever-changing business strategies is an ongoing challenge for any business owner. Whether you are a brand-new startup or an established company, we can help you develop and align an IT strategy that coordinates with MS Dynamics CRM and will help your company achieve its business objectives.