Microsoft Dynamics 365 Sales & Marketing Quick Start Package
6-8 Week Implementation
Fixed Cost $18,000
Let’s get you up and running with Dynamics 365 CRM’s core sales and marketing functionality. We’ll set up the software, configure your sales process, teach you how to build and run reports, set up your marketing campaigns and lists, and provide project management to keep your implementation on track and on budget.
This package is ideal for companies upgrading from document-driven sales management (like Excel) or small business CRM systems, with 10 users or less, that want to improve their sales and marketing processes but don’t yet need marketing automation capabilities. (While marketing automation is not included in this package, it can always be added later.)
Functionality Included
- Single company (business unit) setup
- Lead, Activity, Account, Contact, and Opportunity configuration
- One-time setup of a sales process for opportunity management and pipeline reporting needs
- Configuration of marketing campaigns and lists
- Creation of one standard dashboard for your sales representatives and one standard dashboard for your marketing team
- Setup of connection to Office 365 for OneNote and Outlook email, calendaring, and tasks
- Setup of connection to MailChimp or Constant Contact
Additional Options
- Setup of multiple companies (business units) and sales processes
- Advanced security configuration
- Extended business process review to accommodate unique business requirements
- Third-party mobile setup (beyond what is available out of the box)
- Setup of multiple dashboards for different roles
- Creation of role-based apps for inside sales, outside sales, account managers, marketing, etc.
- Customized training
- Initial configuration of Power BI using out-of-the-box dashboards
Get Started!
Cargas will:
- Lead a Sales Workshop session focused on one “lead to opportunity” workflow
- Lead a Marketing Workshop session focused on lead and customer segmentation and initial campaign needs
- Turn on and purchase the licenses for your instance of Dynamics 365 CRM (for Sales)
- Set up a single environment and sandbox
- Assign licenses and built-in security groups for up to 10 Dynamics 365 Sales Enterprise users
- Complete a single import of Leads, Accounts, Contacts, and Opportunities using a standard template (to be provided)
- Create a single Sales dashboard and a single Marketing dashboard
- Provide training on:
- System navigation and use
- Creating and modifying dashboards
- Lead a project close meeting, including next steps
Assumptions and limitations:
- Cargas must be your digital partner of record and your Cloud Solution Provider with Microsoft
- Ideal for 10 users or less (more than 10 users may require a change in scope/price)
- You will complete any additional configuration as directed
- You will extract all necessary data and provide data to Cargas by populating provided Excel templates. Any variations to the template or ‘bad data’ (i.e. duplicates, spelling or address errors) will be considered out of scope
- Excludes custom reports
- Excludes custom code, custom page layouts
- Excludes integration with other systems except for MailChimp or Constant Contact
- Excludes connections to non-Microsoft email servers
- This package does not include other items such as system analysis, fit/gap process, system modifications, or integrations (these services are available for an additional cost)
- Support services can be added for an additional cost
Let’s Chat
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