CRM Health Check
Review the sticking points in your Dynamics 365 Sales processes and identify a sensible order for improvement.
See the £195 review →Dynamics 365 Sales · Power Platform
Make CRM work
for your sales team.
Less admin. Clearer processes. A system people can use with confidence. Practical Dynamics 365 Sales support from CRM Forge.
A clear starting point, with focused improvements to follow.
FROM FRICTION TO FOCUS↗
Your starting point
A clearer plan for CRM.
01Find what slows your team down
02Prioritise the changes that matter
03Agree a manageable next step
Practical support
Get more from the CRM
you already have.
When processes become awkward, data becomes unreliable or users fall back on spreadsheets, adding more features rarely solves the whole problem. Start with how your team works, then make focused changes around it.
Dynamics 365 Sales & Power Platform
Support for sales processes, configuration, automation and adoption, built around the work your team needs to do.
Discuss your CRM →Project & Partner Support
Help clarify requirements, review priorities and keep the business involved throughout a Dynamics 365 project.
Discuss your project →Power Automate
Explore opportunities to reduce repetitive tasks, improve handovers and make routine notifications more useful.
Copilot & Sales Agent Readiness
Assess where AI could fit your sales process, and what needs attention in your data, permissions and ways of working first.
Training & User Support
Practical guidance grounded in everyday CRM tasks, helping users understand the process as well as the system.
A straightforward starting point
Start small. Make progress.
CRM Review
For businesses that want to understand what to improve before committing to more work.
£195 fixed review fee
- Discuss the CRM issues affecting your team
- Review priorities and potential improvements
- Agree a practical next step
Your £195 review is credited against a £450 sprint booked within seven days.
Focused CRM Sprint
For a clearly agreed improvement that can be delivered within a focused piece of work.
£450 agreed scope
- One defined improvement and clear boundaries
- Scope agreed before work starts
- A practical handover of the agreed change
With the qualifying review credit, the remaining sprint balance is £255. Review plus sprint total: £450.
Suitability, scope, scheduling and payment arrangements are confirmed before a booking is accepted.
How we work
A clear route from issue to action.
Start with the problem
Tell us where users struggle, what takes too long and what you want to work better.
Agree what matters
Understand the options and choose a manageable improvement with a clear purpose.
Make the change useful
Agree the scope, implement the change and help your team understand how to use it.
CRM Forge insights
Ideas you can put to work.
POWER AUTOMATE / PRACTICAL GUIDE
Where should you start with automation?
Start with a repeated task that has a clear trigger, a predictable outcome and someone responsible when it fails.
Read the guide
List the steps people repeat each week: chasing updates, copying information or notifying colleagues. Choose a task with consistent inputs and a simple decision path.
Write down when it starts, what should happen and how you will spot an error. Decide who owns the process before building it. Measure whether it saves time or improves consistency.
For example, an internal notification when an opportunity reaches an agreed stage may be a useful first candidate. Check data quality, permissions, connector availability and licensing before implementation. This is an illustrative use case, not a promised configuration.
Your questions
Before you get started.
Do I need to replace my CRM?
The starting point is your existing Dynamics 365 Sales environment and the issues your team faces. The review helps identify sensible improvements.
How does the review credit work?
The £195 review fee is credited against a £450 sprint booked within seven days. That leaves £255 to pay towards the sprint, making the combined review and sprint cost £450. Booking details are confirmed with you directly.
Is every change included in a sprint?
No. The sprint is for a defined, agreed scope. Larger requirements, integrations or ongoing support need a separate discussion and proposal.
Can you help with an existing implementation partner?
Project and partner support can help clarify business requirements, priorities and next steps alongside your existing delivery arrangements.
Let's find your next step
What would you like
CRM to do better?
Tell us a little about your business and the issue you want to solve.
Enquiry delivery is being configured. You can prepare and copy your enquiry below. It will not be sent or book an appointment.