Fast Track CRM
THE QUICKEST & BEST-VALUE CRM SOLUTION
What is Fast Track?
Fast Track is a quick and cost-effective way to implement Dynamics 365, designed to bring SMEs up to speed and start enjoying the benefits of CRM.
Who is it for?
Fast Track is for businesses (up to 20 users) with no CRM currently in place who are looking to implement Dynamics365 on a low budget.
What’s involved?
Workshop to understand your requirements and essential business needs
Tailor-made CRM Solution designed for you by our expert consultants, ready for your review and approval
Core functionalities are configured, along with the integrations with your existing software
All your data is imported into the new system
One day of on-site training is delivered to ensure you’re happy and ready to go
Optional business advice and assistance in reevaluating your company's core processes to better align with your new software
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How long does it take?
Typically, Fast Track projects can be delivered from 14 days after the initial requirements gathering meeting. Clients are encouraged to plan subsequent phases to deliver additional maturity. The project is designed to match the pace of change that can be embraced by the business.
“For us, speed was of the essence. Being able to get from nothing, to a starting model we were able to use – Dynamics has been absolutely imperative to the success of our team.”
SERVICE
Quick start with Dynamics 365 for Service- ✔ Tailored CRM solution
- ✔ Case and ticket management
- ✔ SLA and contract management
- ✔ Collaborative knowledge base
- ✔ Account and contact management
- ✔ Data import
- ✔ Training
- ✔ 3 Months of Enhanced Support
SALES
Quick Start: Dynamics 365 Core Module- ✔ Tailored CRM Solutions
- ✔ Lead and opportunity management
- ✔ Account and contact management
- ✔ Sales forecasting and reporting
- ✔ Communication tracking
- ✔ Data import
- ✔ Training
- ✔ 3 Months of Enhanced Support
SALES & MARKETING
Quick Start: Sales + Marketing Modules- ✔ Tailored CRM solution
- ✔ All aspects of the Sales module
- ✔ Email Marketing
- ✔ Forms and surveys
- ✔ Customer journey automation
- ✔ Events management
- ✔ Account and contact management
- ✔ Data import
- ✔ Training
- ✔ 3 Months of Enhanced Support