We at Engage have been chosen to perform a CRM Vision and Value Workshop for a prominent Swedish engineering consultancy specializing in urban planning. The assignment focuses on the strategic use of Microsoft Dynamics 365 Customer Engagement (CE) for over 700 users, ensuring the platform effectively supports their long-term business objectives.

CRM Strategy into Action

The workshop aims to align technology investments with the company’s business goals and operational needs. By assessing the organization’s current situation, we can provide tailored recommendations on:

• Which components of Dynamics 365 CE best support their needs

• How to structure a successful CRM implementation roadmap

• What business value can be expected from the transformation

“With our long and solid expertise in Dynamics 365, we are very happy to support and help this highly competent organization realize their business plans with the help of Dynamics 365. In addition to recommendations on which system support within Dynamics 365 best suits their needs, this will also include how an implementation should be carried out,” says Hans Sanden, Senior Sales Executive at Engage Group

Why use a Vision and Value Workshop?

A Vision and Value Workshop is a powerful tool for any organization considering a new CRM strategy or re-evaluating its current setup. It enables decision-makers to:

• Clarify business goals

• Translate those goals into system requirements

• Build a roadmap that ensures success, from strategy to implementation

This approach is especially relevant for organizations with multiple stakeholders, complex sales or delivery processes, or those undergoing digital transformation.

Want to Explore Your CRM Potential with Dynamics 365 CE?

We help organizations make confident, value-driven decisions about their CRM platforms. Whether starting from scratch or optimizing an existing solution, we can help you build a Dynamics 365 strategy that gives you the right tools. 

Contact us today at contact@engagenow.com to learn more.