🇦🇺 Australia
- Technologies
- Dynamics 365 Business Central Workshop
- Dynamics 365 Supply Chain Management Workshop
- Dynamics 365 Finance Readiness Assessment
- Dynamics 365
- Customer Data Platform
- Dynamics 365 Sales
- Dynamics 365 Service
- Dynamics 365 Marketing
- Dynamics 365 Supply Chain Management
- Dynamics 365 Business Central
- Dynamics 365 Finance
- Dynamics 365 Project Management
- Modern Application Development
- Dynamics 365 for Sales Workshop
- Innovation
- Contact us
Transform Sales Performance with a Microsoft Dynamics 365 Sales Workshop
Discover how Dynamics 365 Sales can help your organisation improve customer engagement, streamline sales processes, increase visibility across the sales pipeline, and empower teams to sell more effectively.
5
Day Sales Transformation Workshop
4
Strategic Sales Assessment Areas
1
Customised CRM Adoption Roadmap
Empower Your Sales Team to Sell Smarter, Faster, and More Effectively
Microsoft Dynamics 365 Sales provides a cloud-based CRM platform that helps organisations improve customer engagement, optimise sales processes, automate activities, and enable data-driven decision-making. However, realising the full value of a CRM investment requires more than technology deployment. It requires a clear strategy, process alignment, and user adoption.
Microsoft Partner
Improve Sales Performance
Enable sales teams to work more efficiently by providing better visibility into opportunities, accounts, and customer interactions.
Strengthen Customer Relationships
Create a more connected customer experience through improved engagement, communication, and relationship management.
Increase Pipeline Visibility
Gain greater insight into sales performance, forecasting, and opportunity progression.
Streamline Sales Processes
Reduce inefficiencies through standardised sales workflows, automation, and improved collaboration.
Accelerate CRM Adoption
Develop an implementation strategy that supports user engagement and long-term business value.
What to Expect
Our Dynamics 365 for Sales Workshop is designed to help organisations evaluate, optimise, and transform their sales operations through Microsoft Dynamics 365 Sales.
Phase 1: Comprehensive Sales Process Assessment
›
Phase 2: Sales Workflow Optimisation
›
Phase 3: Roadmap Development
›
Phase 4: Sales Team Enablement
›
Evaluate current sales processes, identify pain points, analyse customer engagement practices, and assess opportunities for improvement.
Review existing sales activities and discover opportunities to improve efficiency through automation, standardisation, and CRM best practices.
Build a practical roadmap that aligns Dynamics 365 Sales capabilities with business priorities, customer engagement goals, and sales performance objectives.
Develop strategies to support user adoption, CRM utilisation, training, and long-term success.
Challenges We Help Solve
Many organisations recognise the need for better CRM capabilities but struggle to define the right approach for improving sales performance.
Limited Customer Visibility
Customer information is often spread across multiple systems, making it difficult to maintain a complete view of interactions and opportunities.
Manual Sales Processes
Sales teams spend excessive time on administrative activities instead of focusing on customer engagement and revenue generation.
Inconsistent Sales Practices
Without standardised processes, sales performance and customer experiences can vary significantly across teams.
Limited Forecasting Accuracy
Lack of visibility into pipeline activity often impacts forecasting and sales planning effectiveness.
Low CRM Adoption
Many CRM projects fail to deliver value because users struggle to embrace the platform effectively.
Talk To Our Experts
Deliverables
At the conclusion of the workshop, your organisation receives actionable recommendations and a roadmap for CRM transformation.
Sales Process Assessment Report
An evaluation of existing sales activities, challenges, opportunities, and process improvement areas.
CRM Opportunity Analysis
Recommendations for how Dynamics 365 Sales can support customer engagement, sales productivity, and revenue growth.
Sales Optimisation Recommendations
Practical guidance for improving workflows, automation, reporting, and customer management.
Dynamics 365 Sales Adoption Roadmap
A structured roadmap outlining priorities, implementation phases, and recommended next steps.
User Enablement Strategy
Recommendations designed to maximise user adoption, engagement, and long-term CRM success.
Why Exigo Tech
Deep Dynamics 365 Expertise
Leverage practical experience across Dynamics 365 Sales, customer engagement, CRM transformation, and business applications.
Business-Focused CRM Strategy
Align CRM investments with measurable sales, customer, and business outcomes.
Proven Sales Transformation Experience
Benefit from real-world experience helping organisations optimise and modernise their sales operations.
End-to-End Delivery Support
Receive support from assessment and planning through implementation, adoption, optimisation, and managed services.
Focus on User Adoption
Ensure long-term success through change management, enablement, training, and adoption strategies.
Deep Dynamics 365 Expertise
Leverage practical experience across Dynamics 365 Sales, customer engagement, CRM transformation, and business applications.
Business-Focused CRM Strategy
Align CRM investments with measurable sales, customer, and business outcomes.
Proven Sales Transformation Experience
Benefit from real-world experience helping organisations optimise and modernise their sales operations.
End-to-End Delivery Support
Receive support from assessment and planning through implementation, adoption, optimisation, and managed services.
Focus on User Adoption
Ensure long-term success through change management, enablement, training, and adoption strategies.
STORIES OF IMPACT
CASE STUDY
Ready to Modernise Your Sales Operations?
Discover how Dynamics 365 Sales can improve customer relationships, increase sales productivity, and help your team achieve better business outcomes.
Partner Ecosystem
The workshop helps organisations evaluate current sales processes, identify CRM opportunities, and develop a roadmap for leveraging Microsoft Dynamics 365 Sales.
Sales leaders, business stakeholders, sales operations teams, customer experience leaders, and technology teams involved in CRM initiatives.
Dynamics 365 Sales is Microsoft's cloud-based CRM platform designed to help organisations manage customer relationships, improve sales performance, and increase revenue opportunities.
Participants receive assessments, recommendations, process improvement insights, CRM adoption guidance, and a tailored implementation roadmap.
Yes. Existing sales practices, workflows, reporting capabilities, customer engagement processes, and operational challenges are evaluated during the engagement.
Yes. The workshop includes roadmap planning, implementation recommendations, adoption guidance, and best-practice recommendations.
Yes. Dynamics 365 Sales integrates with Microsoft 365 applications, Teams, Outlook, Power Platform, and other Microsoft technologies.
Yes. Exigo Tech can support CRM implementation, customisation, integration, adoption, optimisation, and ongoing support services.
Let's Talk About Your IT Challenges
Book a free consultation with our experts today. We'll analyze your current infrastructure and provide actionable recommendations.
