WAIT NO LONGER GET YOUR CRM UP AND RUNNING IN LESS THAN A MONTH!
- Does your business sell products and services?
- Is the huge cost of custom crm implementation's stopping your business from progressing?
QUICK START IMPLEMENTATION
Introducing our package for quick start implementation of dynamics online to get your business operating on the crm in as little as 3 weeks.
WHAT DOES QUICK START IMPLEMENTATION PACKAGE INCLUDE?
CONFIGURATION,
IMPLEMENTATION
AND GO LIVE
MARKETING, SALES
AND SERVICES
DEPARTMENTS
ROLE BASED
TRAINING & DASHBOARD
SETUP
APPROACH
The Quick Start Implementation project is composed of several key phases and it is important that the customer is deeply involved with each step. The diagram below illustrates our step-by-step execution.
PLAN
Project Plan
Discovery & Needs Analysis Meeting
Summary of Findings
Client Review of Findings
CONFIGURE
Setup & Configure Dynamics CRM
Security Roles & User accounts
Dashboards & Reports
VALIDATE
Conduct Client Review Session
Collect Feedback & Fine Tune Confuguration
GO-LIVE
Train the Trainer
Sample data cleanup
Project Closure & Final Sign-Off
DELIVERABLES
The end result of the Quick Start Implementation package is the installation of important configuration items for the CRM which includes following:
Marketing
Leads
Marketing Lists
Quick Campaigns
Sales
Accounts
Contacts
Opportunities
Sales Processes
Quotes
Orders
Invoices
Service
Cases
Contracts
Articles
Organization Level System Configuration
Organization Setup
Dashboards & Reports
User Roles & Accounts
Outlook Integration
Product Catalog
Data Import
KEY BENEFITS
- Up and running in a less then month – a fast track deployment
- Low risk and low investment to try a leading CRM solution
- End-user centric training, with hands-on examples that drive adoption
- Fixed price engagement with a clearlyde fined scope and set of deliverables
- Potential for quick returns on investment
- Opportunity to clarify business strategy and prcocesses, thereby, plan heavy customization effectively