Pricing

Budgeting and Planning for CRM Implementations

Aside from end user adoption, one of the common failure points of CRM implementations is that they can go over-budget and behind schedule. Our experience with deployments in many industries and contexts, combined with our proven methodology, will ensure that your D365 solution is as cost and time efficient as possible.

An engagement with us begins with either a workshop to specify the needs and expectations your organization has for a new CRM, or a Dynamics 365 Health Check to determine how your current implementation can be improved.

Envisioning Workshop

If your organization is looking for a new CRM, or has never implemented one before, we recommend engaging us to run a workshop for your leaders and subject matter experts in order to get clarity about what the Dynamics 365 platform is capable of and what it can do for your business.

Aside from learning about options and possibilities you might not have considered, we will analyze your business processes and structure to build a custom plan. This will provide you with a strong foundation to plan and budget for your CRM project, as well as the ability to see how CRM can become a strategic investment in your organization’s future.

Start with the Dynamics 365 Customer Engagement Playbook

What can Microsoft D365 do for you?

If your organization is already using Dynamics 365 to augment and manage your internal processes, we can analyze its performance and identify further optimizations that need to be made. Our analysis assesses the issues specific to your organization’s deployment of Dynamics 365 and identifies the opportunities available to realize your desired benefits from the system. Learn more about the Dynamics 365 Health Check process and how it can benefit you.
Book Your Dynamics365 Health Check

How to Effectively Scope a CRM Project

Budgeting and planning to avoid failed CRM projects of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

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What our Clients Say

“The pipeline management platform designed by New Dynamic has helped us streamline new business visibility for the management team and key leaders. Our internal meetings are less stressful and more productive because we can see what's coming and be more proactive when it comes to winning new business opportunities.”
Bill Burfeind
Bill BurfeindVice President, J.C. Anderson, Inc.
“The investment we’ve made with New Dynamic has paid for itself multiple times already in terms of time savings and the significant sales increases we’ve seen across our various product lines. We understand our customers’ needs better, we’re tailoring our quotes more precisely, and we’re doing more cross-selling. We had the vision to make Dynamics 365 the hub for all our selling activity and New Dynamic made it happen.”
Matt Hanson
Matt HansonVice President of Business Development
“New Dynamic simply presented as more knowledgeable, more responsive, and more credible than the other firms we looked at, including some of the biggest names in this space. They got done in weeks, what others estimated would take months. They had a better plan and offered better value all the way around.”
Alex Navin
Alex NavinCo-President & Managing Partner
“Our quotes are complicated and have always required a series of phone calls and emails in the past, for everything from pricing options to credit checks, to delivery logistics, it took too long and had too many manual requirements. New Dynamic came in with a process mapping and automation plan using Dynamics 365 Sales that matched our needs and took our average quote times from two days to two hours, and it’s been a gamechanger for us.”
Matt Kern
Matt KernVice President
“New Dynamic was the obvious choice and the experience of working with them far exceeded that of the other solution providers we looked at. New Dynamic listened and designed an application that not only exceeded our expectations but can also grow and expand with us.”
Linda Johnson
Linda JohnsonProject Manager, Pate Rehabilitation
“The New Dynamic team was impressive from the beginning, asking methodical questions and learning our business. They made us feel confident we’d made the right choice and that they understood our goals and objectives”
Justin Schrader
Justin SchraderSenior Ballistician, Hodgdon co.
"I can’t say enough about how much time we’ve saved centralizing data and improving operational efficiency with Dynamic FRM. It has allowed us to focus on more strategic initiatives like pushing boundaries and building brands driven by flavors and functional benefits."
Maria Vargas
Maria VargasProcurement Manager, Phusion Projects
“The New Dynamic team did a fantastic job with design and implementation; we were very impressed with their project management and accountability.”
Kyler Ransom
Kyler RansomGlobal Technical Product Manager, Phusion Projects
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