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CRM That Your Team Actually Uses
D365 Sales only works when deeply integrated into your company's processes—not installed as generic software.
Understanding your sales workflows, team collaboration needs, and approval processes upfront is what drives adoption later.
When the system matches how you actually work, your team uses it.
Three Steps to Successful Adoption
1. Discovery
We assess as is and to be process and provide fixed price quote.
- What is your existing sales `and challenges?
- What are sales touchpoints with other teams?
- What is your desired sales process?
- What manual work could be automated?
Free
2. Implementation
We configure D365 Sales to match your sales operation.
- D365 Sales Configuration and Customization
- Optimizing user expiereince
- Integrations
- Process automation
- Dashboards
Fixed price
3. Adoption
Adoption – Success Together
- Unlimited support
- Weekly follow up
- UX adjustments