Delivering CRM that works
 

 
 
 

 

CRM Needs Assessments

Implementing a CRM solution is about your business and not about technology.  Before any organization starts implementing a CRM solution they should have a very clear understanding how how the new system will benefit their business. Our Needs Assessment can help you gain the clarity that you need.

We offer two Assessments, a Free CRM Needs Assessment  or a paid Microsoft CRM Strategy Assessment
 

Free CRM Needs Assessment

The focus is to assess the fit between your organizations needs and Microsoft CRM.  We take about half a day to discuss your business needs and then we will deliver a short report that describes how you can benefit from a Microsoft CRM solution.

For more information about our assessments please email Eric Rutten by clicking here:   Assessment Info Request

Microsoft CRM Strategy Assessment

WolfBridge has been authorized by Microsoft to conduct the Microsoft CRM Strategy Assessment. This is a paid engagement which provides you the opportunity to gain insight into your critical business and IT issues. For organizations that qualify, Microsoft and WolfBridge will co-fund of the cost of the Assessment at no cost to you.

The Assessment starts with a WolfBridge solutions consultant conducting interactive sessions with key members of your organization.  After completing the on-site survey, we will deliver a report with findings and recommendations specific to your business issues.

Your organization will receive a written report that details finding of the Strategic Assessment, including:

  • A description of your business processes in the targeted area of the assessment and the current fit between your business strategy, your processes, and technology.
  • Areas for greatest ROI and suggestions for improving your business processes and leveraging your existing technology,
  • Microsoft Technologies that will help address specific needs and issues uncovered in the Strategy Assessment,
  • A summary of the benefits your organization will realize with technology improvements  and next -step recommendations for improved efficiency and profitability

For more information about our assessments please email Eric Rutten by clicking here:   Assessment Info Request

 
 

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