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What is Fast-Track CRM?

The Fast-Track CRM programme is designed to quickly bring SME organisations up to speed in realising the core benefits of adopting Microsoft Dynamics CRM Online for managing and improving your 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 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

fast track crm speed

Speed

  • Fast Deployment
  • Ideal for working proof of concept
fast track crm speed budget

Budget

  • Pay-as-you-go licence pricing and ability to increase or reduce the number of licences required within a months’ notice
  • Low budget phase 1
fast track crm speed knowledge

Training & Knowledge

  • Free unlimited access to CRM Academy web-based public training
  • Knowledge transfer to help you be self-sufficient
fast track crm speed customer

Customer Centric

  • Ideal for companies new to CRM
  • 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
  • Flexibility to add on additional CRM services*

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. See below some of the core business benefits by choosing the Fast-Track CRM implementation:

 

*at extra cost

Accelerate business growth and transform your business
with a turn-key CRM solution

Fast-Track CRM Options

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Fast Track CRM

Fixed Budget of £3,750

14-day project turnaround

  • Best practice advice on Sales, Marketing or Service processes. Select one process.
  • Configuration of 4 core entities. Such as; Accounts, Contacts, Leads & Opportunities or Cases. (Maximum of 20 new fields across all entities)
  • 7 hours consultancy to be used at clients discretion for; Support for data import, user training, further configurations or enhanced support (such as assisting with setting up Office365 integrations.)
  • Pay-as-you-go licence pricing and ability to increase or reduce the number of licences required with a months’ notice.

 

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

  • Tailored training by the hour or day.
  • New entities or sub entities. (From 1/2 day)
  • Add-ons such as; Sage 50, Xero, Dynamics Telephony, DCP integration.
  • Data import. (1 day per entity)
  • Post-project support time for ad-hoc development, support and training.

 

To buy, please read and complete our Fast Track Statement of Work

logo fast track crm plus

Fast Track Marketing

Fixed Budget of £8,750

21-day project turnaround

 

Everything listed in the Fast-Track CRM option plus the following:

Up to 2 custom entity builds e.g. projects, events etc.

  • Advanced marketing automation integration
    • e.g. ClickDimensions*, MailChimp*, Web Forms, Surveys.
    • 2 days set-up.
    • 1 day training.

 

* additional licences required.

 

 

 

 

 

 

 

 

 

 

To buy, please read and complete our Fast Track Statement of Work

Having Fast-Track CRM will give you:

fast track crm benefits
  • 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

 

Why Microsoft CRM Dynamics?

cloud insight

Success Factors

  • A focus on user adoption
  • Creating a vision to achieve CRM maturity
  • Continuous investment and alignment of CRM to your business
  • Engage with high calibre consultants with strong business change skills
  • Adoption of integrated Microsoft Cloud Technologies

Each year we recognize and honor Microsoft Dynamics partners from around the world for exemplary performance.

“The award-winning partners contribute to the ecosystem and customer businesses alike through their exceptional commitment and expertise. Microsoft is honoured to recognize Cloud9 Insight for their achievements this past year and for their dedication and support of Microsoft Dynamics applications.”

Neil Holloway,

Corporate Vice President,

Microsoft Business Solutions Sales & Partners

ROI on Microsoft Dynamics

  • User-friendly and future-proof technology
  • Platform for future development
  • A solution that you can trust
  • Increased business productivity
  • Intelligent customer engagement
  • Enhanced customer experience
  • Gain deeper business insight in real-time
  • Improved profitability
  • Increased sales and accurate sales forecasting
  • More effective communication and collaboration
  • Streamline and automate processes
  • Scalable and customisable
  • Integration with Office Applications
  • Sales and marketing automation
presidents club
microsoft partner
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I’d like to learn more

Is your business ready to gain deeper business insight to enhance decision making with Fast-Track?

Here are 9 key reasons why you should Fast-Track your business:

  • Pay-as-you-go pricing and ability to increase or reduce the number of licences required
  • Fast Deployment
  • Ideal for working proof of concept
  • Low budget phase 1
  • Flexibility to add on additional CRM services*
  • Free unlimited access to CRM Academy web-based public training
  • Ideal for companies new to CRM
  • Knowledge transfer to help you be self-sufficient
  • Best practice advice about sales, marketing and service processes
  • Post project support contracts available

 

*at extra cost

Interested to learn more about Fast-Track CRM?

 

Please complete the form below and we’ll be in touch.

Please Note: We won’t use your details for anything else. We will protect your email privacy.

CRM Additional Services

If your requirements exceed how we can support you through our Fast-Track programme, you have the option to buy additional CRM services as and when you require at an extra cost. You can select additional services from the form below by putting your summary requirements in the boxes relating to the Additional CRM Services you are interested in, providing your contact details and submitting the form and we’ll be in touch to provide you with a quote.

Get a quote for additional services you require:

Please Note: We won’t use your details for anything else. We will protect your email privacy.

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