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Sales Quickstart: 1-Wk Implementation
TrimaxSecure
Leverage the power of Dynamics 365 Sales to launch your digital transformation and fully manage your Sales process flows from Leads, Opportunities, Cases and Projects.
Leverage the power of Dynamics 365 Sales to launch your digital transformation and fully manage your Sales process flows from Leads, Opportunities, Cases and Projects.
Dynamics 365 Sales is a robust CRM platform with full Sales and Marketing capabilities and seamless integration to all other business processes and data analytics reporting.
Deliverables
You provide:
- Overview of your current Sales system solution
- Core sales structure, hierarchy, access rights, and sales processes
- Sales process pain points and growth goals
- Core data requirements for business operations
We provide:
- Recommendation for implementation process
- SOW with core customizations, data migration, and user acceptance test, and deployment
- Initial system setup with admin functions and license provisioning
- User account setup including individual user permissions and roles
- Email integration using Microsoft Dynamics 365 App for Outlook
- Live demo of application for basic orientation training
- Basic go-live training
Available at additional cost:
- Data and Email migrations
- Dynamics 365 Training and Support packages
- Dynamics 365 Implementation and Integration packages
- Customization of leads, opportunities, accounts, contacts and cases
- Customization of forms, fields and workflows
- Configuration of custom objects
- Email template configuration
- Activity tracking (tasks, appointments, phone calls, emails)
- Custom reports and dashboards
- Sales process optimization assessment and customizations
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