Fast-Track CRM

The Fast-Track CRM project is designed to quickly bring SMBs up to speed in realising the core benefits of adopting Microsoft Dynamics 365/CRM for managing and improving their customer relationships. The implementation approach used is an agile, light-phased approach to deploying the software for a set of core users within a particular line of business such as sales, marketing or service. All services are provided remotely.

Specifically intended for organisations looking for the most cost-effective way of adopting CRM by leveraging the expertise of Microsoft Certified Dynamics 365/CRM consultants.

The fast-track approach offers a flexible monthly pay-as-you-go licence model that provides instant ROI and a technology platform that will serve longer‑term business requirements.

The Benefits of Choosing Fast-Track CRM

SPEED

Speed

  • Fast Deployment (30 day delivery from requirements to training)
  • Perfect for small teams with one core business process (Sales or Service)
  • Ideal for a working proof of concept
BUDGET

Budget

  • Fixed, Low budget phase 1 of £5,000 + VAT
  • Flexible licence and support agreements offered on a monthly rolling contract
knowledge

Training & Knowledge

  • 1 day on-site training
  • Knowledge transfer to help you be self-sufficient
  • Ongoing support and training contracts available (link to membership)
customer centric

Customer Centric

  • Best practice advice about sales, marketing and service processes to ensure the highest ROI and to create a long-term vision for how CRM will support the transformation of your business.
  • Offers the functionality to support your business process
For many clients, implementing CRM is an opportunity to support business transformation.

Our consultants can help you manage this change in a sensitive way. They will support you with your journey on realising the true potential of CRM to connect with your customers in a more personalised, proactive and predictive way.

The Fast-Track is the very beginning of that customer journey, which enables you to put in place the technology that will drive the right behaviour in meeting your long-term strategic goals. Your journey to delivering amazing customer experiences and in giving employees the best tools and processes to help them in achieving this starts here.

*at extra cost

  • A very flexible platform to grow your business and support all your customer processes
  • A single view of the customer – 360 degree view of any stakeholder relationship and a central platform for managing all contact details
  • One version of the truth – one common data set to enable higher level of accuracy in business reporting
  • Sales & service automation through business process workflow – modelling and streamlining business process flows to automate day-to-day tasks
  • Keeping front of mind with your customers through automated marketing communications
  • The ability to perform simple, quick business intelligence tasks through query based filtering and reporting
  • Real-time visuals to measure the success of business KPIs with dashboards, views, charts and goals
  • Great user adoption through an integrated Outlook and CRM experience. The integration experience gives you offline access to your CRM as well as automatic synchronisation of tasks, calendar appointments and emails
  • A secure and trusted place for your data within the EU (Dublin data centre)
  • Consistent processes that are easy to monitor and control in order to deliver great customer experience
  • Cross-team collaboration across multiple sites and team members on the road
  • Peace of mind

Fast-Track CRM

Fast Track CRM
Fixed Budget of £5,500
14-day project turnaround
The project starts with either:
Option 1
  • 2 hour remote requirements gathering
  • 2 hour write up
Option 2
  • 1 day requirements & design workshop at Cloud9’s Brighton Offices

 

 

  • Best practice advice on Sales, Marketing or Service processes.
  • Licence provisioning and set-up including security role & standard Office365 integrations
  • 14 hours configuration of 4 core entities such as; Accounts, Contacts, Leads & Opportunities or Cases.
  • Data import
  • 1 day on-site training

Flexibility to add on additional CRM services at extra cost, such as:

Additional Entities

Workflows and automations

Integrations with; Sage 50, Xero, Dynamics Telephony, DCP, ClickDimensions, MailChimp

To buy, please read and complete our Fast Track Statement of Work
Contact us at hello@cloud9insight.com or
Give us a call on +44 1273 921510