Fast Sales Jump Start: 6 week implementation

Fast Sales Jump Start service

Are you spending too much time on admin instead of focusing on your clients and prospects? Do you want to follow best practice in sales activities and management but feel moving your processes and CRM to the cloud will take too long?

Prodware’s Fast Sales Jump Start is a streamlined and focused way of implementing leading commercial CRM Microsoft Dynamics 365 Sales into your business for fast ROI and assured user adoption. By moving to the cloud, you benefit from better mobility, connected teams and access to leading technologies to boost productivity.

The simplified Fast Sales Jump Start approach works across 4 key pillars: Workshop, Configuration, Data Import and Training. We ensure that the framework of data, entities and users are defined and maintained across the project, to provide focus and speed up your sales team’s access to the app; meaning you start to see the benefits earlier and users gain confidence.

The standard Fast Sales Jump Start scope focuses on accounts, contacts, activities, sales opportunities and dashboards. Core information to get your sales team up and running.

Implementation agenda

• Week 1: Preparation includes Kick off workshop with a project team defined
• Week 2: Functional design includes Requirements gathering documented and sharing of data import templates
• Week 3: Configuration includes Security roles defined, test functionality and user profiles created, customer data in import templates
• Week 4: Rework phase includes the data import, allowance for rework by the customer and configuration completed
• Week 5: Go live phase includes End user training
• Week 6: Support phase for post-Go Live

Next steps

Speak to Prodware about how you can speed-up your access to market leading sales technology to boost productivity, collaboration and best practice in your commercial teams. Price quoted is based on fixed scope and time and does not include licences, contact us to discuss your needs.