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

GET IN TOUCH

    Close

    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