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/Customer Relationship

Customer Relationship Management

Customer Experience: relations and interactions

Expertise

Turn your vision into reality: bring your CRM strategy to life with Microsoft Dynamics CRM, guided by our expertise.

Your CRM is in place. The real question is: is it actually being used?

In many organizations, the CRM exists. It has been deployed, configured, and sometimes even enhanced.

And yet:

  • Teams bypass the tool
  • Some key features are not used
  • The CRM is seen as an administrative burden
  • Data is incomplete or unreliable
  • The expected ROI is not achieved

The problem is not the CRM as a technology. The problem is the gap between the tool and actual usage.

At Javista, we work to restore CRM usage that is useful, measurable, and embraced by the business teams.

The problem we address

The symptoms are almost always the same:

  • Poorly maintained sales pipelines
  • Opportunities not tracked or entered retrospectively
  • Customer service teams bypassing the tool
  • Automations poorly used or unused
  • Unreliable reporting, and therefore rarely used
  • CRM fatigue among users

Result:

  • Low adoption
  • Low business value
  • Decisions made “by intuition” rather than with reliable data
Projet CRM avec Microsoft Dynamics 365 et Javista

The three signs that a CRM is not yet delivering the expected value.

Underused CRM

Partial adoption, Excel workarounds, missing data

Unreliable Data

Inaccurate pipeline, impossible forecasting, risky decisions

Unused Automations

Tools are available but not integrated into the teams’ daily workflows

Our Microsoft Dynamics 365 solutions

sales
1

Dynamics 365 Sales

Transform your sales process into a smooth and efficient experience.

customer insights
2

Customer Insights

Designed for marketing professionals seeking innovation and advancement in customer analytics.

customer service
3

Customer Service

A platform is designed for efficient and personalized management of customer interactions.

code Javista

CRM Migration

Migration Project

Our CRM migration service guides your transition from on-premise to Dynamics 365 Online, ensuring a smooth migration of your data, processes, and customizations.

We assess your existing infrastructure, plan a tailored migration strategy, and support you at every step, minimizing disruptions and maximizing the benefits of the cloud, such as accessibility, security, and scalability.

  • Accurate infrastructure assessment
  • Tailored migration strategy
  • Ensured smooth transition

Service center

Service center

Our service center offer for Dynamics CRM and marketing automation solutions is designed to provide continuous support and ongoing enhancement of your solution.

We ensure proactive maintenance, technical support, and regular updates, allowing your system to stay at the forefront of technology, optimize performance, and adapt to your business’s evolving needs.

  • Continuous proactive maintenance
  • Expert technical support
  • Guaranteed solution evolution
réunionJavista

Our Approach: CRM Adoption Sprint

We do not launch a company-wide CRM program without evidence.
We start with a focused Sprint:

  • A clearly defined business scope
  • A priority use case
  • Measurable indicators — documented KPI baseline before launch
  • A short duration: 4 to 6 weeks
  • A formal decision at the end: Scale · Adjust · Stop

And after the Sprint?

SCALE

Expand to other teams, processes, or countries

ADJUST

Real potential but adjustments are needed → second focused Sprint

STOP

ROI not demonstrated → stop. Avoids a poorly aligned CRM project costing €200k or more.

The CRM Sprint in practice (4 to 6 weeks)

Aligner Conseil IA, copilot et agent
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Observation & baseline

  • Observation of actual usage
  • Identification of user frictions
  • Definition of a clear KPI
  • Measurement of the initial situation
  • agenda javista
    2

    Targeted adjustments

  • Simplification of CRM journeys
  • UX, rules, and automation adjustments
  • Removal of non-value-adding elements
  • réalisation Javista
    3

    Reintroduction into usage

  • Reintroduction to the relevant teams
  • Light and pragmatic support
  • Real usage in work conditions
  • conversation Javista
    4

    Measurement & decision

  • Before/after comparison
  • Factual presentation of results
  • Explicit decision: Scale / Adjust / Stop
  • cnp assurances logo small 1

    client case

    CNP: From a forced CRM to a commercial management tool

    Context

    A CRM deployed… but little used. Opportunities poorly tracked. A sales pipeline considered unreliable in the management committee.

  • 60% of opportunities were not properly recorded
  • Forecasts difficult to justify
  • A tool experienced as a constraint by the teams
  • users

    The CRM Sprint (4 to 6 weeks) One goal only: make sales management reliable.

  • Targeted usage: actual pipeline tracking.
  • Decision KPI: % of opportunities actually tracked in the CRM.
  • Simplified workflows.
  • Automations on friction points.
  • trending up

    Measured Results

  • Opportunities tracked: 35% → 82%
  • Data entry time: –40%
  • Sales forecasts: became reliable and defensible
  • thumbs up

    Decision: Scale

    The ROI is objectively measured. The value is visible in real conditions. The teams have moved from a “forced” CRM to a tool used to manage sales activity.

    What the Sprint includes

    • Scoping of a specific CRM usage
    • Observation of actual usage
    • Targeted adjustments (not a redesign)
    • Concrete reintroduction into use
    • Factual measurement of adoption and value
    • Clear recommendation for next steps

    What the Sprint is not

    • A global CRM redesign
    • A theoretical audit
    • A long project in disguise
    • A promise of adoption in advance

    Anything that does not directly contribute to the decision is excluded.

    crm performance

    The indicators that prove the real impact of our solution

    Depending on the targeted usage, indicators may include:

    • Usage rate of a key feature
    • Time spent per task in the CRM
    • Completeness and reliability of data
    • Quality of forecasting or management
    • User perception of value

    Without measurable indicators, the Sprint does not start.

    It is relevant if…

    • Your CRM is already in place
    • You have doubts about its actual effectiveness
    • You have an identified business sponsor
    • You can define KPIs

    It is not suitable if…

    • You want to deploy a CRM from scratch (Please reach out if this is your case)
    • You are looking for a staff augmentation team
    • No decision-making sponsor has been identified
    • No KPI can be measured

    Décision en fin de Sprint

    À l’issue du Sprint, trois décisions sont possibles :

    • Scale : l’adoption est réelle → extension à d’autres usages ou équipes
    • Ajuster : l’adoption est partielle → recentrage du périmètre
    • Stop : le CRM ou l’usage n’est pas adapté → recommandation claire (refonte ciblée ou changement d’outil)

    Dire “Stop” est un résultat acceptable : il évite d’investir davantage dans un outil ou un usage qui ne crée pas de valeur.

    Découvrir en détail

    Nos services se déclinent sur un large éventail de métiers et s’appuient sur de multiples technologies

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    crm Sprint

    How to get started?

    A CRM Sprint represents an investment of €30,000.

    Its objective is not to produce deliverables, but to produce a reliable decision. A well-scoped Sprint often helps avoid a poorly aligned CRM project costing €200k or more.

    • Identify a priority use case that is causing problems today
    • Define a measurable KPI before / after
    • Launch a decision Sprint (4 to 6 weeks)