https://store-images.s-microsoft.com/image/apps.57638.249b3e1f-c44a-478f-8d2e-cef7deb6e2f5.75aca12e-1d3c-493b-823b-d00889c4c472.038b6488-38c5-4f76-b362-429d37a299c7

FLASH CRM for Sales: 7-Day Implementation

KPMG

For small to mid-market organisations, KPMG developed Flash CRM for Sales, an accelerated fixed-scope approach with 7 days effort to get you started using specific Dynamics 365 CRM sales features.

FLASH CRM for Sales includes:

  • Account Management
  • Contact Management
  • Sales Opportunity Management
  • Tracking of appointments, interactions, and activities
  • Sales Dashboards

Agenda

  • Project Planning: confirm the scope and setup, agreement of the required commitments and timelines
  • Solution Overview: demonstration of functionality included
  • Data Migration: provide your master data in KPMG templates and migrate into Dynamics 365
  • Solution Workshops: capture minor adjustments around Accounts, Contacts, and Opportunities
  • Conduct User Training: work together on real life examples of your sales opportunities, activities, and functions
  • Conduct UAT: confirm the system is performing as expected
  • Go-Live: complete final checks before the system is released to users
  • Project Closure: confirm no outstanding issues

Deliverables

  • Focused dashboards, providing the sales information e.g. Pipeline, Top Customers, and Opportunities
  • Designed forms, based on industry feedback and implementation experience streamlined to help capture the data you need to manage and report on Accounts, Contacts, and Opportunities
  • Designed sales processes, to support a consistent sales approach and assist staff moving through an opportunity
  • Ability to tailor forms to meet organisational needs (includes 10 changes per form e.g. labels, look-up values, or creating/removing a field)

(*brochure provides full information on deliverables)

Additional Services available: integration with Financials for Office 365; Active Directory Single-Signon, Additional Dashboards, further training, and data migration.

Why KPMG

A leading Microsoft Dynamics 365 Partner, who have successfully implemented over 1,200 solutions, helping companies make more informed decisions, drive down costs and implement systems smarter and faster. KPMG has a strong focus on supporting small businesses and brings best practices and a wide range of industry experience within a small business budget.

At a glance

https://store-images.s-microsoft.com/image/apps.31006.249b3e1f-c44a-478f-8d2e-cef7deb6e2f5.75aca12e-1d3c-493b-823b-d00889c4c472.61fa8d69-86b6-4ba5-a2bb-ac697978ca95
https://store-images.s-microsoft.com/image/apps.7686.249b3e1f-c44a-478f-8d2e-cef7deb6e2f5.75aca12e-1d3c-493b-823b-d00889c4c472.886a6f34-468c-48f6-a01e-a08f63003362
https://store-images.s-microsoft.com/image/apps.28696.249b3e1f-c44a-478f-8d2e-cef7deb6e2f5.75aca12e-1d3c-493b-823b-d00889c4c472.cf3a1369-5532-420b-904b-f80bcda70475
https://store-images.s-microsoft.com/image/apps.30939.249b3e1f-c44a-478f-8d2e-cef7deb6e2f5.75aca12e-1d3c-493b-823b-d00889c4c472.442eecbe-00dd-49ba-b8d4-e3bd3aa002a1