CRM Health Check

Advisory Services for Microsoft Dynamics 365

The goal of the Endeavour CRM Health Check is to build a roadmap that identifies: gaps that need to be addressed, and opportunities for change and innovation.  Our goal is to help you maximize the return on your CRM and business application investments.

Three pillars of an Endeavour CRM Health Check are:

  1. Technical review
  2. Process / Feature review
  3. End-user adoption review

Key sections with your CRM Health Check findings document will include recommendations based on your needs:

  • CRM Strategy
  • CRM Processes & Feature
  • CRM Training & Change Management
  • CRM Licensing and Tenant Configuration
  • CRM Integrations
  • CRM Modules and Add-ons
  • Advanced Field Service and Project Service Automation
  • Marketing Automation
  • CRM Roadmap
Contact us for a quote
CRM Health Check Microsoft

Clients engage with Endeavour’s Advisory Services from a variety of starting points:

Based on your goals and vision we recommend a CRM Health Check every 1-2 years or at key milestones:

  • Changing Microsoft CRM partners;
  • Upgrading from Dynamics CRM on-premise to Dynamics 365 in the Cloud;
  • Implementing new reports or embarking on a broader Business Intelligence strategy;
  • Implementing IoT tracking, Field Service,  PSA, Self-Serve Portals and other Dynamics 365 modules;
  • Sponsoring any larger business process re-engineering projects (BPR) automation and workflow;
  • Moving from to Microsoft Dynamics 365 (learn more)
  • Integrating an acquisition or new line of business;
  • Implementing product configurators, proposal automation tools and other add-on products
Steve Ewing photo

Steve Ewing

Vice President - CRM, ERP, & Cloud

Contact Steve and his team to talk about your Business Needs.

"Let's find a fit between your needs and our Professional Services for Microsoft CRM, ERP, & Cloud solutions."

1 (888) 257-3577 x 213
Whatever your starting point in 2020, the Endeavour CRM Health Check and Advisory Services include the following:
  • Listen
  • Understand your goals
  • Review your processes
  • Leverage our team’s knowledge and experience with similar client situations
  • Think of creative options and alternatives
  • Review the cost / benefit and mutually agree to a scope
  • Make recommendations

en français

Le service de révision de processus d’affaires consiste en l’analyse et en la refonte des processus de travail au sein de votre entreprise. Le but? Les optimiser de A à Z, tout en automatisant les tâches les plus importantes. La consultation en processus d’affaires peut également impliquer la schématisation et l’étude de la logique d’affaires influençant vos différents processus de prise de décisions. Tout cela en mettant une emphase clé sur les différentes parties prenantes, les règlements et les exceptions qui forment les processus de travail de votre entreprise.


Need a new Microsoft CRM Partner?

Maybe it's time to hit reset.
Let's get started