This ten-minute, self-service assessment is a way for you make a quick health check of your CRM system, whether Dynamics 365 or other system. The 12-15 questions will answer how well your CRM is telling you what you need to know and how important those expectations are to you.
In completing the assessment, read the questions and decide how well your CRM is telling you by placing and “X” in the selected column. Continue across the row and decide how important this information is to you. Bob will add his thoughts and schedule a call with you to review the assessment and help you understand corrective actions options.
If you have questions call 330-929-1353 x5224