PLANNING, IMPLEMENTATION, MIGRATIONCRM Consulting Services

Ensure your CRM software implementation is not only on-time, on-budget, and lives up to future-state expectations, but provides you modernization capabilities by partnering with a CRM Consulting Services provider.

Today, you may find yourself facing challenges that can lead to inefficient operations, employee churn, and lost production, all of which adversely impact your bottom line.

Do any of the following scenarios describe your current challenges?
  • Systems are disconnected and information is siloed
  • Reporting is complicated and provides insufficient information
  • Too expensive to upgrade, maintain and scale legacy systems
  • Disparate systems that do not communicate
  • Processes that must be run (manually, or at a scheduled time) each day to update your system
  • Inefficient business processes
  • Lack of communication
  • Financial reporting challenges
  • Inaccurate project estimates
  • Inventory Challenges
  • Stock shortages
  • Employees need/desire to work remotely
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AGILE SOLUTIONS

CRM Consulting
Services

Sound familiar?  Take a look at Microsoft Dynamics 365 Business Central

Business Central is a cloud-based collaborative solution that provides your team with the ability to be productive whether they’re in the office, traveling, or working remotely. Microsoft Dynamics 365 Business Central allows you to gain operational efficiencies, and spend more time analyzing the metrics most important to help grow your business.

Business Central fully integrates with Office 365 solutions to provide you with the following benefits:

  • Use built-in-intelligence to identify patterns and trends to make informed, actionable decisions
  • Display real-time information
  • A collaborative environment that allows your team to collaborate with each other and your CPA Firm
  • Accelerated financial close and reporting
  • Maintain the right amount of inventory by automatically calculating stock levels, lead times, and reorder points
  • Deliver projects on time and under budget
  • The ability to work from the office, while traveling, from the comfort of your own home

Business Central is a great tool that can meet the needs of your growing businesses.

Consistency

Improvement

Branching

Trusted Advisors

UNIQUELY EQUIPPED

Why Choose MCDA CCG for
CRM Consulting

You shouldn’t have to worry about how the logistics of implementing a new CRM platform will impact your business. MCDA CCG is uniquely equipped to provide your team with the personalized consulting and training necessary to both evaluate and take full advantage of your software solution.

Boost your CRM system implementation with our comprehensive CRM consulting services that include:

- CRM evaluation, assessment and roadmap creation
- CRM planning and implementation
- CRM project recovery/optimization
- CRM client team support when another software integrator is in place

User Adoption “Change Management” programs to fit the need

Already Have a CRM Software Solution?

If you already have an CRM software solution that you like or have a contract with, our consultants can perform a Fit-Gap Analysis to help you determine if and where any challenges, functionality gaps, or bottlenecks lie. If you’re currently happy with your CRM tools, we offer a wide range of innovative customization and optimization services that can allow you to leverage your existing applications in new, powerful ways.

Currently Engaged in a CRM System Implementation?

Are you already engaged in an CRM system implementation project and wondering if you’re getting the value that you expected? Numerous projects have cost overruns and take longer than expected. If this sounds like how your project is progressing, we can help you get back on track by establishing a recovery plan to realize your anticipated benefits. Our consultants assess the current state of the project, provide recommendations for leading execution, and deploy implementation best practices to help turn your project around.

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