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Dynamics 365 for Sales 1-Hr Assessment
TrimaxSecure
Test drive the power of Dynamics 365 Sales to fully manage your Sales process flows from Leads, Opportunities, Cases and Projects.
Test drive the power of Dynamics 365 Sales to fully manage your Sales process flows from Leads, Opportunities, Cases and Projects.
Dynamics 365 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
- Core data requirements for migration
We provide:
- Live demo of application for basic orientation of key features and platform capabilities
- Recommendation for migration and implementation process
- Free 30 Day Trial provisioning
###Available at additional cost:
- Dynamics 365 Sales Implementation
- Dynamics 365 Sales CRM Data Migration
- Training and Support packages
- Customization of leads, opportunities, accounts, contacts and cases
- Configuration of custom objects, workflows, and email templates
- Activity tracking (tasks, appointments, phone calls, emails)
- Custom reports and dashboards
- Sales process optimization assessment and customizations
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