Customer Engagement

Customer Engagement

Root16 provides a complete range of CRM consulting services for Microsoft D365, Customer Engagement.

Our projects vary from strategy and business process consulting to complex system integrations with lots of customization. Because we’ve collectively completed over 1,000 Customer Engagement (CRM) projects, we will help you save time and money with your deployment while driving towards your desired business outcomes.

CRM Discovery

For organizations that are looking to invest in a CRM platform, we can help you understand what getting started looks like. We'll give you an actionable plan and guide you through the challenges.

CRM Planning and Roadmapping

Root16 can help you develop a long-term roadmap for your CRM initiative, along with key milestones and success metrics to help make sure you achieve the business value you expect from your investment.

CRM Implementation

We perform CRM implementations for all different types of clients, ranging from relatively straight-forward deployments to systems with extensive customizations. As our customer, you can leverage our best practices and pre-built intellectual property to get up and running as quickly as possible.

CRM Vendor Selection

Are you considering a CRM platform and aren't sure which platform is the right one for you? Let our experts show you which technology is the best fit for your organization. We have been in the CRM space for years, and can help with the common pitfalls and gotchas with leading platform offerings.

CRM Change Management

Beyond the technical aspects of system implementation, Root16 helps you navigate the critically important parts of user adoption. This includes a wide variety of services depending on your unique needs and company culture.