The seeds for a positive project are planted during the sales cycle and then tended over the course of the implementation by project management and consultants. A productive transition from sales to consulting is critical to a successful implementation, yet many organizations struggle with this internal handoff of information. Using Microsoft Dynamics Sure Step as a guide, this session will focus on the relationship between sales and consulting during project initiation. We will explore examples of key documents and how they can evolve out of the sales process.
