Barhead Quickstart Solutions Dynamics 365 Sales

Dynamics 365 Sales Quickstart Solutions Get started in as little as a week

A recognised leader in Power Platform and Dynamics 365 services, Barhead offers Quickstart Solutions for Microsoft Dynamics 365 Sales configurations.

Get a complete view of the customer journey Accelerate sales by using customer, marketing, and sales data to identify ideal customer targets, recommend next best actions, and collaborate with peers.

Core Sales Package - AUD10,000 - Live in one week* Fast-track your CRM deployment and have your business up and running on a modern cloud system in a week. Build stronger relationships with a 360-degree view of all customer interactions across your organisation, natively connected to Microsoft 365.

• Manage your customer relationships (accounts and contacts) in a central database, tracking interactions across the whole organisation​
• Accelerate sales by managing your pipeline from lead to opportunity with real-time dashboards and a standardised sales process, tailored to meet your needs​
• View and update customer and opportunity details in real time in Outlook using Viva Sales​
• Easily manage tasks and activities with native connections to Teams, Outlook and To-Do ​
• Save and view related documents in context with native SharePoint integration​
• Localised for the Australian market with standard address format and ABN validation​
• Tailored for your business with options to select and configure custom data fields​
• Simple and secure single sign-on using your existing Microsoft 365 credentials, with security roles applied for sellers and sales managers​
• Access to end-user training materials​

Intelligent Sales Package - AUD 20,000 to AUD 50,000 - Live in 2-4 weeks* Enable your sales team with AI embedded in the sales process, providing insights and intelligence to accelerate sales and provide a better customer experience. Drive productivity with automated workflows and extend your CRM to meet your unique business needs.​

This package includes everything in the Core Sales package, PLUS:

• Enhanced Account/Contact 360 view and relationship insights to highlight key customer metrics
• Predictive scoring, configured to reflect what has the most impact for your business​, enables your sellers to focus on the leads and opportunities most likely to close
• Sequences and an intelligent worklist to automate your sales processes
• A fully connected mobile app your sellers can use for notes and to prepare for visits
• Measure your performance in real time against forecasts by territory, seller or product ​
• LinkedIn Sales Navigator integration​ to enhance your prospecting and relationships
• Automated workflows, custom data tables/relationships, custom data fields, and custom reports or dashboards configured for your business
• Manage your product catalogue, price and discount lists, and quoting process​
• Import of your existing contact, account, lead, and opportunity data via Excel templates​
• End-user training session​
• Admin training session to support configuration of additional workflow automation and optimising AI capabilities​

Custom Solutions for Sales

Empower your team to take ownership and influence the customer buying journey more effectively with custom sales solutions that are tailored to your business’ sales requirements and goals.

The customised package involves everything in the Core & Intelligent package, PLUS customised applications aligned to your specific business requirements. Predictive scoring, configured to reflect what has the most impact for your business​, enables your sellers to focus on the leads and opportunities most likely to close.

For more information visit: https://barhead.com/quickstart or email marketing@barhead.com

*Implementation timelines may vary based on factors such as the organisation's requirements, the number of users, available resources, as well as the functionalities required.