Change Enablement ServicesVitalyst will work collaboratively with you to identify organizational and technical “blockers”. Together with your ACM team, Vitalyst will develop a customized organization change management strategy and plan to drive outcomes as well as end-user enablement.

Learning & Development ServicesAn instructional designer works with your technical team to understand the business processes and workflows of a customized CRM. From there, we deliver custom learning services using custom content in multiple formats, including live and vir tual instructor-led training, e-learning, self-help and more to enable end-users to effectively learn and use the system.

Software Coaching ServicesEnd-users receive expert level support from US-based, on-demand advisors. They are available immediately and 24x7 for all how-to calls regarding the use of Dynamics 365 as customized to your environment.

WHAT DOES THE GO-TO MARKET SOLUTION LOOK LIKE FOR YOUR CUSTOMERS?DIGITAL ADOPTION SOLUTION FOR DYNAMICS 365

Accelerate Your Customer’s Digital Adoption of Dynamics 365 with VitalystWith Dynamics 365, an end-to-end adoption strategy becomes more essential because:

> It requires a customized and complex implementation> It’s an application folded into key business processes> Its use varies depending on the line of business user

That’s why our Digital Adoption Solution for Dynamics ensures we guide customers through the entire end-user enablement process with a customized approach—from change management to custom learning curriculum creation and delivery to end-user empowerment.

Currently impacting 4M+ seats of Office 365, EMS, Windows 10, and Dynamics

2018 U.S. Partner of the YearMicrosoft 365 Adoption

TO LEARN MORE ABOUT OUR DYNAMICS 365 SOLUTION, contact us at www.vitalyst.com/contact-us

Dynamics 365 for Sales EngagementSales teams can turn relationships into revenue by identifying prospects and customers with the most potential to close, then making informed decisions to close more deals.

Dynamics 365 for Marketing and Sales AlignmentMarketing teams can create powerful customer relationships and generate more qualified leads and opportunities for their sales team by connecting on a personal level through tailored customer interactions across any device and platform.

Dynamics 365 for the Ultimate Customer ExperienceCustomer and field service reps can leverage Dynamics to master the ar t of service delivery by managing financials, sales, service and operations in one place to create a personal experience with access to a holistic view of the customer and their needs.

WHO IS USING DYNAMICS AND WHY?

LET VITALYST BE THE INSURANCE POLICY ON YOUR DYNAMICS 365 JOURNEY.

Contact us at www.vitalyst.com/contact-usto learn more about our solution.

One Bala Plaza - Bala Cynwyd, PA 19004 www.vitalyst.com 800-HELP412 info@vitalyst.com © 2018 Vitalyst, LLC CH-MRKT-DYN365-IGNT

THE GLOBAL BUSINESS CHALLENGEWe worked with a Fortune 500 company who had an organizational vision to move from a call center to an engagement center to deliver the highest level of customer service. So, they embarked on a digital transformation to replace their existing CRM platform, which lacked the ability to support modern workflows. The financial institution also wanted to ensure the journey would have minimal impact to the end-user community and no disruption in customer engagement.

Their goals were pretty clear :

> Create a solution that would positively impact multiple lines of business and bring together many internal record sources

> Implement technology that allowed for streamlined workflows and processes into one integrated system

> Improve service efficiency, shorten resolution times and improve competitive advantage for superior customer service

> Ensure end-users adopt and understand the benefits of the CRM platform to deliver the best customer service

PARTNERING TOGETHER TO DRIVE DIGITAL TRANSFORMATION AT A FINANCIAL INSTITUTION

THE SOLUTIONTogether, Microsoft and Vitalyst provided a CRM option that would reduce risk, ensure compliance of business policies, and make integration less challenging. We designed, implemented and delivered an end-user transformation strategy by developing and implementing a holistic training program comprised of instructor-led training, e-learning, and self-help resources. We also managed change through frequent communications to end-users with information about the pending deployment, and the benefits of the new technology.

THE RESULTSThis comprehensive solution led the financial institution to achieve:

> Organizational readiness and change management success

> Faster onboarding time for new hires

> Excitement and adoption of new technology among the pilot user group filtering into the broader end-user community slated for migration

> Improved customer service delivery that resulted in

An increased number of calls for customer support answered within company’s SLA

A reduction in time taken to create and process a customer case

A reduction in steps needed to perform tasks within the system

A reduction in time needed to answer a support request

About VitalystVitalyst is a global provider of client learning and change enablement services and solutions driving digital adoption and technical proficiency by creating knowledgeable workers through a transformative learning experience.