Dynamics 365 Sales as a CRM Solution

Starter Package

Ideal for small to medium-sized businesses, our "Starter" package provides the essential tools you need to manage and grow your customer relationships. With features designed for 1-5 users, this package empowers your small team to streamline your sales processes and create lasting customer relationships.

Features included:

• Account & Contact Management: Centralize customer info for easy relationship tracking.
• Activity Management: Organize customer-related activities in one place.
• Email Management: Integrate email within CRM for centralized conversations.
• Document Management: Store and manage essential customer documents.
• Lead Management: Capture, track, and nurture potential leads for sales growth.
• Opportunity Management: Track sales opportunities for a clear pipeline view.
• Product Management: Streamline sales processes with effective product catalog management.
• Campaign Management: Plan and execute marketing campaigns to engage customers.
• Invoice Management: Create and manage invoices for streamlined financial processes.
• Dashboards & Reports: Access insightful dashboards and reports for data-driven decisions and business performance tracking

Services Included:

• Setting up Dynamics 365 Environment: We start by setting up your Dynamics 365 environment.
• Configuration + Customization: Tailor the CRM to your business needs with design and basic customization.
• Document Settings: Optimize document settings for efficient document management.
• Basic Sales App Configuration: Configure the sales application to suit your specific requirements.
• Set up Branding & Theming: Personalize the CRM with your branding and theming.
• Basic Security Configuration: Ensure your data is secure with basic security configuration.
• Basic Customization: Customize the CRM to match your unique business processes.
• Basic Dashboard & Reports: Get started with basic dashboards and reports to track your business performance.
• Discovery Sessions: Collaborate with our team to identify how to best use the CRM to meet your business goals.
• Admin Training: Equip your team with the knowledge and skills to manage the CRM effectively.
• Functional/User Training: Provide training sessions to ensure your team can utilize the CRM to its full potential.

This package seamlessly integrates with SharePoint for document management and collaborative workflows. The implementation is completed in a time frame of 2.5 weeks at a cost of $19,500, with licenses required for Dynamics 365 Sales Professional at $88.20 CAD/user/month.

Business Package

Our "Business" package of Dynamics 365 Sales is designed for growing businesses, accommodating 5-10 users, and offers an expanded set of features for more robust customer relationship management. With an array of added capabilities, this package empowers you to take your sales processes to the next level.

Additional features included:

• Case Management: Efficiently handle customer support cases.
• Forecast Management: Predict sales revenue for informed decisions.
• Goal Management: Set and track sales performance goals.
• Sales Engagement: Engage effectively throughout the sales journey.
• Guided Selling: Use techniques to increase sales conversion rates.

Additional services included:

• Shared Mailbox Setup: Streamline email communication through shared mailboxes.
• Standard Security Configuration: Implement robust security settings to protect your data.
• Standard Customization: Customize fields, forms, and views to align with your business processes.
• Standard Dashboard & Reports: Create and configure advanced dashboards and reporting.
• Migration (up to 3500 records)

This package integrates with SharePoint and Microsoft Teams (only internal) for document management and collaborative workflows. The implementation is completed in 4.5 weeks for $35,100, with Dynamics 365 Sales Enterprise licenses required at $128.90 CAD/user/month.

Premium Package

Designed for teams of 10-20 users, this package provides an extensive set of features and integrations to transform the way you interact with customers.

Services Included:

• Shared Mailbox Setup: Implement shared mailboxes for improved email management and collaboration.
• Advanced Security Configuration: Enhance data security with advanced security configuration.
• Advanced Customization: Customize the CRM to adapt to evolving business processes and needs.
• Advanced Dashboard & Reports: Gain access to advanced dashboards and in-depth reports for critical business insights.
• Integration with Sales Nav (CRM Sync)

This package integrates with Outlook, SharePoint, Teams, Sales Accelerator (limited), and LinkedIn Sales Navigator for document management and collaborative workflows. The implementation is completed in 10 weeks for $78,000, with Dynamics 365 Sales Enterprise licenses required at $128.90 CAD/user/month.

Ultimate Package

For more customized and elaborate packages, contact us at creospark.com