Microsoft Dynamics 365 is a tool. So is SalesForce, Zoho, and P2xRM. A tool is only effective when it is used properly, according to directions, and for the purpose for which it was designed. But even the best tools will not make your work successful if you don’t follow a blueprint.
Whether you are considering Microsoft Dynamics 365/CRM, SalesForce, Zoho, or
At P2 Automation, part of our
This diagram is a chart you can look at to see the workflow processes necessary for conducting business within your organization. The above graphic illustrates a complicated Process Flow Diagram that we recently designed during the initial stages of a Microsoft Dynamics 365 implementation.
You can see precisely how this organization progresses from initial lead to customer-needs evaluation through implementation, training, and continuing support.
We do charge our customers for the
It is worth noting that most of the avoidable extra expenses in a project come from additions and change orders that could have been prevented by having a well thought out blueprint to follow. Making changes on a diagram is a lot easier and less costly than trying to make changes mid-implementation.
Before you proceed with your Dynamics 365, SalesForce, or Zoho project,
By P2 Automation,