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Key aspects of CRM implementation in the company

Implementing a CRM system into a company requires a balanced approach and a strategy that will consider all business specifics, customer needs, and company capabilities. A successful and painless implementation that gives a company the expected results requires following a clear implementation plan.

Workflows optimization using the Power Platform


Workflow optimization is an important and even fundamental element of successful business management in modern conditions when digital transformation is synonymous with development and success. This includes improving work processes to ensure efficiency growth and high productivity and performance quality of assigned tasks. 

The main stages of workflow optimization

Analyzing the effectiveness of CRM implementation

Analyzing the effectiveness of CRM implementation is as important as the system implementation itself. After the complete implementation of the CRM, the company can assess how precisely the CRM meets its needs, and whether the set goals have been achieved.

Volodymyr

We chose Misrosoft Dynamics 365 based on the platform's capabilities to solve our current tasks, but not limited to them. We started with sales automation and plan to expand the system with new modules, respectively, to automate other processes within our company

Dmitriy

When choosing a solution, we were extremely interested in such indicators as the modernity and flexibility of the platform, openness to integration, scalability and quick launch of the system. The adaptation of our specialists to work in Dynamics 365 Sales and to the functionality of the system was quite easy, the solution turned out to be quite ergonomic and convenient for end users.