Klevr CRM: 12-Day Implementation

Built on the Microsoft Dynamics 365 platform, Klevr CRM has been designed to be a single source of truth for sales and account management, integrating CRM and ERP data through the Common Data Service

• Collaborative: Allows your team to have total visibility over sales and account management activity.
• Workflows: Simplifies your business with workflows that trigger instant actions, maintain visibility of activities and drive processes throughout the business.
• Reporting: Measure results through KPIs and interactive reporting.

Klevr CRM leverages the Microsoft Dynamics 365 platform, including the Power Apps framework and the Common Data Service (CDS). Leveraging the same technology Microsoft uses to build its first party solutions ensures a seamless upgrade/transition path for Klevr CRM users should they wish to evolve to Dynamics 365 for Sales Enterprise later.

Solution benefits of Klevr CRM are:

• Pre-configured and ready to use – Prebuilt workflow and rules to accelerate your adoption.
• Rapid – Days not months to implement
• Extendable – Extend or build your own changes into the workflows and interface to meet your specific requirements.
• Upgrade Path - Future proof technology pathway from an out of the box solution.

Implementation Approach:

The following 6 Stage approach requires 12 days of effort and the price is estimated based on this. The below scope of work is a simple and efficient pathway to have you operating on Klevr CRM. Our expectation is that the implementation approach will take 6 weeks from start of the Pre-installation walk through.

Stage/Week 1. Pre-installation walk-through & Solution Design The walk through will provide the detail of out-of-box Klevr CRM functionality and the approach to getting the system deployed and adopted inside the organisation, including:

• Standard workflows
• Entity/Attribute model
• Standard Business Processes
• Form Layouts
• Attribute (Field) Validation Rules
• Power Automate Flows
• Standard Reporting and Data Export The workshop will also detail changes required, and scope data migration and loading requirements.

Stage/Week 2. Environment Configuration Two Microsoft Dynamics 365 environments (Production and Development/Staging) will be activated in a client-controlled tenant. The secure environments are managed through Azure Active Directory and implement a role-based access model. The data model is contained within the Microsoft Dynamics 365 Common Data Service (CDS).

Stage/Week 3. Installation of Klevr CRM and Configuration Walkerscott will install and configure Klevr CRM into both Dynamics 365 Production and Development environments. Users are setup and configured within the Administration panel for both environments.

Stage/Week 4. Data Migration and Loading Client data (as determined from the workshop) from existing systems will be loaded through Excel templates into the Dynamics 365 CDS. Any in-flight business process status data will be loaded directly into Klevr CRM. Walkerscott to supply Excel templates with instructions on how to load data, actual data loads and checks to be done by the client.

Stage/Week 5. User Training Walkerscott will provide a User training workshop for a maximum of 3 client users. The training will be completed at Walkerscott/client premises or over Microsoft Teams with client devices covering all the core functions in a single session. Availability of “virtual over the shoulder support” via Teams will be provided to support users through the key functions as required during the Hypercare Phase.

Stage/Week 6. Support Walkerscott provides an initial Hypercare Phase following the go-live of the Klevr CRM solution to ensure adoption and solution fit are achieved. This period runs for a single week post go-live unless otherwise agreed. Based on the number of users and complexity of system we believe this to be enough Hypercare support.

Walkerscott provides on-going application support for Klevr CRM via our Managed Service Agreements which offer a flexible approach to support your business application based on your needs.