Dynamics 365 for Sales: 12-Wk CRM Migration

Dynamics 365 for Sales is a robust CRM platform with full Sales and Marketing capabilities and seamless integration to all other business processes and data analytics reporting.

###Deliverables You provide:

• Overview of your current Sales system solution
• Core sales structure, hierarchy, access rights, and sales processes
• Sales process pain points and growth goals to inform structure change requirements
• Core data requirements for migration

We provide:

• Platform demo and core business needs assessment to define scope
• SOW for migration process with core customizations, data migration, user acceptance test, and deployment
• Import Contacts, Accounts, and Leads
• Email integration
• User acceptance test and sign-off

###Implementation Process Week 1

• System setup and admin configuration
• Demo walk through of platform and core functionality for lead, opportunity, and customer management including reporting and dashboards
• Finalization of your core business sales hierarchy, access rights, sales processes with growth goal modifications Week 2
• Configuration of application
• Data import of Contacts, Accounts and Leads
• Setup of sales roles and hierarchy
• User acceptance test: Demo to review
• Final modifications Week 3
• Go live
• Project approval and sign off

###Available at additional cost:

• Dynamics 365 Implementation, Training and Support packages
• Customization, configuration, activity tracking, custom reports and dashboards, and Sales process optimization assessment and implementation