CRM Business Process Review

Enhancing your Microsoft Dynamics 365 journey

Digital process optimization at its finest

The costs of doing nothing can no longer be ignored. AlfaPeoples CRM Business Process Review takes companies in the SalesMarketing and Customer Services sectors down a comprehensive optimization pathway to ensure their workflows and strategies are effectively aligned with the full capabilities of Microsofts powerful CRM business solution technologies. The CRM Business Process Review is suitable for both existing D365 users and prospective licensees.

Gain unparalleled commercial insight

Businesses are under constant pressure from stakeholders and competitors to reduce costs and increase business effectiveness. For their part, department heads and their teams often struggle to meet the demands placed on them, weighed down by outdated, unreliable and cumbersome technologies. There is often no clear path forward!

Among its major features, AlfaPeoples CRM Business Process Review provides second-to-none commercial insight to help reveal to you the bigger digital picture surrounding your business. Where Dynamics 365 technologies can optimize your processes, our experts put their finger on weak points and advise you on how to tweak imperfect systems or workflows. Ultimately, we guide you toward establishing a solid base on CRM, future-proofing your business for the rapidly evolving global business environment.

Key outcomes of the CRM Business Process Review

Step 1

Determine which department in your company needs a comprehensive overhaul of its processes

Step 2

Schedule a CRM Business Process Review start-date with AlfaPeoples team of experts

Step 3

Engage in our Kick-Off meeting to determine how the CRM Business Process Review can work for you

What our CRM Business Process Review can do for you?

Obsolete, opaque processes result in losses in profit and market share for businesses, which in turn increases the pressure from stakeholders and competitors. Since company decision maker aren’t involved in most of the daily business surrounding these processes, it is difficult for management to put improvement mechanisms in motion on their own. As a quick and easy solution for managers, the CRM Business Process Review shines a light on business weak spots, for example in KPI structuring and reporting.

Sales managers fear outdated processes because they slow down their otherwise dynamic, success-driven sales force, leading to inefficiency and frustration. Such processes fail to provide useable key figures as a basis for sound reporting to senior management. With AlfaPeople, state-of-the-art processes are injected into sales, boosting efficiency and transparency, while also helping sales staff to unleash their full potential by allowing them to concentrate on workflows that are truly worth their attention.

Every marketer knows that data-driven marketing is the key to both lead generation and market share gains. But what if that data is tucked away in silos across the company? And where do you go next when outdated processes prevent leads from ever becoming sales-qualified? AlfaPeople helps to tear down those data silos and realign all marketing processes to campaign-aided lead generation and lead nurturing using CRM.

If there is anything worse for a Head of Customer Service than a dissatisfied customer, it is the outdated process that feeds that dissatisfaction. Putting a smile on a customers faces, and keeping it there, is impossible when anger stacks up behind stubborn and illogical procedures. The CRM Business Process review draws up clean pathways toward the implementation of early intervention customer service and workflows that allow your CRM end-users to put their focus where it should be.

Step 1

Determine which department in your company needs a comprehensive overhaul of its processes

Step 2

Schedule a CRM Business Process Review start-date with AlfaPeople’s team of experts

Step 3

Engage in our Kick-Off meeting to determine how the CRM Business Process Review can work for you

Step 4

Introduce us to your drivers of change, in other words, the end-users in your company

How our CRM Business Process Review works?

Did you know?

In 2020, SaaS-based CRM applications will be the first choice for most organizations when they make software replacement and deployment decisions. *

Almost all SMBs will eventually have their CRM applications “flip” to the cloud, so that their systems of record are provided as cloud solutions.” *

*Gartner, 2019 Strategic Roadmap for CRM Technologies. November 14, 2018

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