GP+CRM Success Workshop

Connect GP to Dynamics 365 CRM

Accelerate Growth.
Streamline Processes.
Make Smarter Decisions.

Learn how together these intelligent business applications streamline processes in your sales, marketing, and service divisions. Focus your team on what adds value to your customers and your business.

If you can answer YES, then this workshop is for you____

What You Will Learn____


Streamline your sales and quoting process to close more deals and increase revenue.


Target your ideal customers through digital engagement and seamlessly manage the handoff to the sales team.

Customer Service

How to provide exceptional, personalized, seamless service to delight your customers.

Field Service

How to move from reactive to proactive to predictive service using data insights and connected experiences.

What You Will Receive____

Our 2-day workshop conducted by CRM and process experts delivers the roadmap that removes the barriers to success.

Step One

Explore your business in six key areas that control your ability to drive growth.

Step Two

Identify barriers holding your company back from achieving goals.

Step Three

Deliver roadmap connecting your people, processes and data using CRM and GP.

Step Four

Create action plan to drive execution & growth, propelling your business to your goals.

2-day Workshop $1795

Schedule your workshop today!

Schedule your GP to CRM Success Workshop by October 31, 2022 and receive the full value of the workshop cost applied to your CRM Implementation.