CRM Future State Project Appraisal

ct is specifically focused on assessing the CRM and Membership functionality delivered today by Silverbear and Dynamics 365. The project will evaluate options for this capability, including standalone CRM solutions and the possibility of meeting requirements through a more unified platform. It will

also consider whether certain CRM functions such as membership processing may be better placed elsewhere long term. If the review identifies strong benefits to a wider consolidation strategy, its findings can feed into a future, larger s