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CRM Adoption & Readiness: 4-Hr Assessment

CRM Adoption & Readiness: 4-Hr Assessment


A workshop using the proven CRM Ready model to help you understand what is needed for a successful CRM initiative with Dynamics.

Does your team struggle with adoption or unsatisfied level of initiative success?

In this assessment, our experts will meet with your executive team to determine where your company fits in the best practices-based CRM Ready model. This model is a way of assessing where you are on the path to becoming a CRM Ready organization.

The CRM Ready model includes three main components:

  • Organizing structure
  • Training and cadence, all designed to drive increased user adoption
  • Business results

We facilitate this session and walk through best practices while your team assess how they fit into the CRM Ready model.


  • A report with recommendations on areas that need to be addressed to drive success of your CRM initiative

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