Make the most of your Microsoft Dynamics CRM investment by analysing its use and identifying potential improvements.

1. data sheet DYNAMICS
Microsoft
Dynamics CRM
Healthcheck
Maximise the benefits you Make the
realise from your CRM system most of your
Microsoft
According to Gartner, “55% of CRM
initiatives fail to meet measurable
Our CRM HealthCheck service helps your
organisation identify any factors limiting
Dynamics CRM
business objectives.” Make sure your the success of your CRM system. Our investment
system meets your objectives with the analysis assesses the issues facing your
Microsoft Dynamics CRM HealthCheck system and its usage, and identifies the by analysing
from Intergen. opportunities available to realise the
benefits your customer relationship
its use and
Implementing a CRM system is not a
trivial exercise, and any implementation
management system can deliver. identifying
can encounter several pitfalls. We will work with your business and
technical representatives to analyse
potential
As leaders in the design and
implementation of Microsoft
your processes and determine the improvements.
next steps you need to extract the
Dynamics CRM, Intergen can help
full value of your CRM investment.
your organisation avoid these pitfalls
and identify improvements to help By understanding how you use Microsoft
your organisation realise maximum Dynamics CRM, and determining the
value from your CRM implementation. reasons why it may not be achieving
your goals, we can highlight areas
where improvements can be made.
Our goal, by highlighting these areas, is
Implementing a CRM to help take your CRM system to new
levels, driving user adoption, ensuring
system is not a trivial process compliance and ultimately
exercise, and any increasing customer satisfaction
implementation can and profitability.
encounter several
pitfalls.

2. DYNAMICS
Service Overview
Customer profile
This service is ideal for organisations
who want to:
»» Improve the alignment of your
Our CRM HealthCheck includes: »» Quick Wins. Identify easy to
CRM system to business strategy.
»» Technical Design and Management. implement system improvements.
»» Improve CRM user adoption.
We will assess the technical design »» Roadmap. A plan of where to from
and internal management of your here, short and long term options »» Drive process compliance to
solution, and identify any risks, to improve the system. achieve consistent delivery.
issues and opportunities. »» Have your customers notice a
Following the presentation of the report
»» Solution Design. We will assess the visible improvement in
our CRM experts will facilitate a
CRM deployment to identify how well performance.
discussion to gain feedback, provide
it supports your business strategy further solution information and help »» Minimise business risk and ensure
including how well processes are your team agree priority items for action. the integrity of the CRM solution.
supported and how business »» Ensure that CRM measures and
Note: The deliverables referenced above
measures represent performance. KPIs are reliable so that incentives
are representative of the base service
»» User Acceptance and Adoption. We can be tied to business outcomes.
offering. These deliverables can be
will assess your users understanding
customised or expanded according
of what the solution can offer and
to your business requirements.
how well they apply it to their role.
We will also identify any gaps
Pricing
in training.
The CRM HealthCheck service is
»» Data Quality. We will assess the
priced at $3,000 (excluding GST
quality of your data and identify
and any disbursements).
any areas of improvement.
On the completion of the CRM Key Benefits
Contact Intergen now to book your
HealthCheck we will present to CRM HealthCheck service, We can assist your organisation to:
you the following: or visit www.intergen.com.au »» Align strategic objectives and
»» Dynamics CRM Scorecard. This for more information.
service values.
measures how your CRM
»» Understand the key activities
implementation compares to other
required to retain and gain
organisations. Focusing on technical
profitable customers.
implementation, user adoption,
training, and data quality. »» Gain a better understanding
of the solution and how it will
best support requirements.
»» Increase end user satisfaction
through enhanced productivity
and better business outcomes.
»» Implement appropriate leadership
and governance to drive CRM
as a key platform.
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