Duration : 3 weeks

Customer Experience Vision & Value

This immersive workshop aligns your leadership and sales teams around an AI-powered CRM migration strategy. Over three weeks, we’ll uncover gap areas, articulate high-value transformation scenarios, and build a quantifiable, boardroom-ready business case—so you move confidently from vision to execution with a clear ROI roadmap.

Target Stakeholders:

      • VP of Sales
      • Chief Marketing Officer
      • CRM Program Manager
      • IT Director

 

Week

Activities

Deliverable

1

– Map key customer data sources (Dynamics 365 Sales, marketing lists, support cases) into Customer Insights
• Data Alignment Workshop

• Data Prep & Ingestion – Cleanse and import sample dataset into CI

Data Alignment & Ingestion Summary
– Source mappings

– Data quality report

2

– Build segments, customer profiles, and predictive scores in CI
• Insight Generation Session

• Scenario Definition – Co-create 3 sales scenarios that use CI insights (e.g., next‑best offer)

Insights & Scenarios Deck
– Segment definitions

– Scenario storyboards

3

– Configure Dynamics 365 Sales to surface CI profiles, scores, and recommended actions via Copilot
• Integrated Demo Configuration

• Live Demo & Feedback – Deliver interactive session to stakeholders and refine based on feedback

Demo Environment & Action Plan
– Configured sandbox

– Feedback log & next‑steps timeline

 

Value Proposition

Empowers executive sponsors with data-backed insights that accelerate stakeholder buy-in, de-risk the migration, and establish a clear, measurable path to AI-driven sale.

Modernize Fast. Let’s Build …

  •  

 

Let’s Elevate Your Digital Future

Contact Us Today