Build your Dynamics 365 Sales roadmap with a 3-day transformative workshop
Our roadmap workshop facilitators use design thinking concepts to help business decision-makers establish primary goals and vision using an approach that encourages thinking beyond simply making existing processes more efficient.
All or part of the cost of the workshop could be eligible for Microsoft co-funding.
Use the Microsoft Catalyst methodology to build your sales roadmap
With the increasing shift to digital technology, it is more important than ever to have an intelligent sales solution that transforms the sales experience and provides your prospects and customers with unique, tailored experiences that can build trust and close more deals. The Microsoft Catalyst workshop methodology helps organizations create a roadmap to implement high-return, high-value sales initiatives.
In this personalized, one-on-one workshop, Rand Group will guide you through prioritizing high-value transformation scenarios to help you achieve ongoing innovation. At the end of the engagement, we deliver a roadmap to success and blueprints of high-priority transformation scenarios which will be at the foundation to making your new vision a reality.
Day 1
Conduct interviews and ask thought-provoking questions to understand the current state of sales operations, identify business challenges, opportunities for improvement, and observe end-users to understand the user experience.
Day 2
Participate in a workshop with key business stakeholders to synthesize high-level vision, prioritize business opportunities and initiatives, and create high-value transformation scenarios.
Day 3
Delivery and review of sales roadmap, including top priority and value sales initiatives and execution plan for next steps such as a Catalyst Pilot for tailored transformation.
About the Microsoft Catalyst methodology
Microsoft Catalyst is a proven and powerful methodology to value identification. As part of a Catalyst engagement, meet with our team of sales specialists, integration engineers and analytics consultants for a roadmap workshop. The scope of the engagement starts with a review of your business objectives, followed by mutual discovery and visualization of solutions, ending with a clear, actionable blueprint of how you can reach your business goals.
Your business transformation begins with an I.D.E.A
Build, plan, and execute business transformation strategies with a proven, innovative approach from Microsoft Catalyst — an envisioning and planning program that employs Microsoft Dynamics 365, the Microsoft Power Platform, and the Microsoft Cloud.
Inspire
Imagine a future state solution for your business. Start with an envisioning workshop.
Design
Discover what’s possible by aligning
technology investments to business goals. Take the business value and solution assessment.
Empower
Empower others in your organization to see the value. Present a solution demonstration.
Achieve
Achieve business outcomes and improved customer experiences. Develop your transformation plan.
Go a step further with a 3-week pilot to evaluate Dynamics 365 Sales
Rand Group offers a 3-week pilot customized to your business processes using the Microsoft Catalyst methodology to help visualize how Dynamics 365 Sales can transform your organization:
- Personalized pilot environment including data, transactions, and processes relevant to your business’s sales operations
- Free 30-day trial of Dynamics 365 Sales
- Live pilot simulation demonstration to key stakeholders
