CRM Maturity Assessment

The Microsoft Dynamics CRM App is a maturity model infographic application, designed and developed by Yeti Society for the Microsoft Dynamics CRM team. This app enables the Microsoft government sales team to evaluate technology maturity with their customers. Maturity scores are assigned to specific organizational areas, reflecting the levels of sophistication currently in place versus the business importance and relevance. These scores serve as conversation starters about the software tools supporting a customer’s business processes. The end result is a rendered intuitive infographic-based presentation. Based on the maturity and importance chosen for each organizational area, various recommendations and call-to-actions are proposed, elevating the level of relationship and conversation with the client, and creating a higher value business relationship.

For this project Yeti Society developed a Windows Store App using HTML5 and WinJS, publishing and distributing the app via the Microsoft Company Portal. This application can be used as a tool to prepare a polished PowerPoint presentation that shows which technology trends will provide the customer the greatest opportunity for improvement before a customer meeting, or to facilitate a real-time conversation either remotely or in-person.

User Experience User Interface Application Design Front-End Development
CRM Welcome Page
CRM Presentation View
CRM Key Areas For Improvement
CRM Maturity Rating
CRM Importance Level
CRM Employee Use of Social Media
CRM Mobility, Tablets, and BYOD