Microsoft Dynamics CRM Online

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.

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WHAT DOES QUICK START IMPLEMENTATION PACKAGE INCLUDE?

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    CONFIGURATION,
    IMPLEMENTATION
    AND GO LIVE
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    MARKETING, SALES
    AND SERVICES
    DEPARTMENTS
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    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.

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    PLAN

    Project Plan

    Discovery & Needs Analysis Meeting

    Summary of Findings

    Client Review of Findings

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    CONFIGURE

    Setup & Configure Dynamics CRM

    Security Roles & User accounts

    Dashboards & Reports

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    VALIDATE

    Conduct Client Review Session

    Collect Feedback & Fine Tune Confuguration

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    GO-LIVE

    Train the Trainer

    Sample data cleanup

    Project Closure & Final Sign-Off

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DELIVERABLES

The end result of the Quick Start Implementation package is the installation of important configuration items for the CRM which includes following:

Marketing

marketing-icon Leads

marketing-icon Marketing Lists

marketing-icon Quick Campaigns

Sales

sales-icon Accounts

sales-icon Contacts

sales-icon Opportunities

sales-icon Sales Processes

sales-icon Quotes

sales-icon Orders

sales-icon Invoices

Service

services-icon Cases

services-icon Contracts

services-icon Articles

Organization Level System Configuration

organization-icon Organization Setup

organization-icon Dashboards & Reports

organization-icon User Roles & Accounts

organization-icon Outlook Integration

organization-icon Product Catalog

organization-icon 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