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RapidStartCRM Referral: 10-Hr Proof of Concept

Forceworks

RapidStartCRM Referral is powered by and certified for Microsoft Dynamics 365. Sign up for a proof of concept to try it out with your own data and users!

RapidStartCRM Referral is a purpose-built application for a Referral Based Business Model.

Before exploring this Proof of Concept (POC) offer, you should take a Test Drive of our application by clicking this link.

Purpose of this POC

This POC offer is designed to allow you to better see how RapidStartCRM Referral could meet your requirements.

  • RapidStartCRM Referral is built on the Common Data Service utilizing the Microsoft Power Platform.
  • The Common Data Service (CDS) platform, is the same platform that Microsoft's full first-party generic applications are built on.

The RapidStartCRM secret to success, for all of our applications, is to start with basic capabilities, gain user confidence and adoption, and then extend from there.

Deliverables

What does this Proof of Concept include?

Up to ten hours of expert consulting to assist with, or perform the following items:

  • Creation of a trial CDS environment, and installation of our core RapidStartCRM Referral application
  • Add POC users and assign roles
  • Perform light customizations to demonstrate platform flexibility
  • Import a minimal subset of your own data for familiarity
  • Setup the mobile app experience
  • Collect user feedback and develop a "next steps" action plan

Learn more about RapidStartCRM Referral here.

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