Business Process Analysis

The real strength of Microsoft Dynamics CRM is its capability to support the way your business operates, helping you drive consistent and effective processes that benefit both your business and its customers.

At the start of any Microsoft CRM project, our skilled Dynamics CRM consultants work with your company undertaking a detailed requirements review to understand what you currently do and what you aspire to achieve using Microsoft CRM. We then map your requirements to the Microsoft CRM system delivering a functional specification document that details the design of the system as well as the goals against which the project will be measured.

A successful Microsoft CRM implementation is reliant on input from your business and staff. In order to tailor the system to support your business processes, Excitation must be given enough information by your business to shape the CRM solution. The time you give is part of your investment.

The on-going return on your investment is secured by training your staff not about Microsoft CRM but about the business role they hold. They then perform their role within Microsoft CRM, thereby giving the business its reliable processes and the scalability, auditability, or conformity that was the driver at the start of the project.

Excitation can offer dozens of examples of successfully converting business wishes into business behaviour - accompanied by the all-important reasons why it worked and was well worth the investment.

Take a look at some of our case studies to see how our customers have benefited through Excitation's skill and expertise around Microsoft Dynamics CRM.

Case Study: Profiling data against exact categorisations

London First required a replacement for an existing Goldmine system, and a CRM partner that could successfully migrate the existing database to a new CRM system.

" Excitation has enabled us to easily build highly targeted lists against member profiles..."

Read the London First case study

Read the London First case study

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