Dynamics 365 for Sales: 4-Wk Implementation

Agenda

Discovery and requirements gathering

• First, we’ll get to know you and your processes. Then we’ll confirm whether the Jumpstart process is the best fit for you.

Process setup and custom dashboards

• Enhance your Lead-to-Opportunity process with analytics throughout the entire sales cycle. Efficiently manage your sales pipeline by lead source, sales activity, sales stage, probability, record aging, and more.
• Account records setup and configuration
• Standard Sales Dashboards
• My Sales Dashboard: Gain more options to track your leads based on your preferences, like next action date, all within configurable and role-based dashboards.
• Sales Manager Dashboard: Insights to exceed team sales goals not included "out-of-the-box", like open leads by source type, next action date, and estimated close date.
• Forecasting visibility: Analyze revenue streams, sales cycles, and gain accurate predictions for revenue targets.

Setup with Office 365

• Track your contacts, activities, and appointments right from Outlook. Get set up on a secure and collaborative productivity platform and take advantage of seamless business processes. Includes three admin users.

Training and User Guides

• With Turnkey Technologies as your partner, you are never alone. Our Microsoft-certified trainers will help your team take full advantage of their new solution and remain your partner for ongoing support and enhancements.

Data import strategy session

• Prepare for a smooth takeoff. After your requirements and strategy have been laid out, we’ll import your available customer data and get you up-and-running on your new, sales-optimized CRM.