CRM Functional Design & Best Practices

CRM Design to Support Your Business Goals

Through effective CRM implementation, Crowe Horwath LLP helps organizations automate business processes to more effectively manage customer interactions and improve their bottom line.

Our approach starts with understanding your business and the CRM functional design that supports your sales, marketing, service, and operations. Using proven CRM best practices from engagements across industries, we can help you get more value from your Microsoft Dynamics CRM, and next generation Dynamics 365, investment across three key areas.

Enhance Visibility Across Your Organization

  • Define the flow of information and touch points across each functional area of your business
  • Classify information consistently through standardized data definitions

Increase Sales Productivity

  • Optimize sales through relevant and well-defined processes
  • Automate or remove low-value administrative tasks
  • Improve accountability with visibility into sales efforts versus expected goals
  • Forecast and manage the sales pipeline
  • Launch report packages that standardize business reviews
  • Gain visibility into key performance indicators (KPIs) through real-time report dashboards
  • Maintain a sufficient pipeline to help achieve revenue objectives

Align Sales and Marketing

  • Harness closed-loop marketing that quantifies marketing efforts and influence throughout the sales pipeline
  • Streamline lead flow through a consistent qualification and automated distribution process
“NELCO has come a long way since we implemented Microsoft Dynamics CRM. Crowe Horwath LLP helped us streamline our sales operations and project implementation services; and through their structured methodology we were able to quickly realize the benefit of our CRM investment.”

– Cliff Miller, MIS Director, NELCO

Tell us more about your Microsoft CRM project and see how Crowe can help

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