Group 1759

Fast Track

project plan green

What Is Fast Track?

Fast Track is a fixed-budget and quick way to implement Dynamics 365 Sales or Service with some simple configurations to align the solution to your business, designed to be a first step of your CRM journey. Additional packs of capability are available to add-on to the core solution.

Who Is It For?

Fast Track is for SME's with no CRM currently in place who are looking to implement Dynamics 365 on a low budget and bring in some existing data held on spreadsheets.

How Long Does It Take?

After a short remote requirements gathering, to identify key customisation required to support your business processes, Fast Track projects can typically be delivered from 4-6 weeks. Clients are encouraged to plan subsequent phases to deliver additional maturity.

What's Included with Fast Track?

Choose a Project to Suit Your Business

Sales

Quick start with Dynamics 365 for Sales

From £5,500 +VAT

Service

Quick start with Dynamics 365 for Service

From £5,500 +VAT
Fast Track, enables:SalesService
Account and contact managementcheckcheck
Lead and opportunity managementcheck
Activity Managementcheckcheck
Communication trackingcheckcheck
Case and ticket managementcheck
Data import from your spreadsheetscheckcheck
Simple dashboards and reportingcheckcheck
Web based training (2 hours)checkcheck
3 months of enhanced supportcheckcheck

Unsure which package is best for you? We're here to help. Talk with one of our team of expert consultants and get a free 30 minute consultation.

Expand Your System With Our Additional Packs

These additional packs can be combined with the Fast Track for Sales or Service to create a custom implementation to fit your business needs.

Service +
SLAs

SLA & contract management

From £1,300 +VAT

Sales +
Forecasting

Industry specific ready-to-use
sales forecasting &
pipeline visibility

From £1,300 +VAT

Finance +
Core Financials

Core financials

From £5,200 +VAT

Finance +
Data Migration

Financial data migration from existing finance package (i.e Xero, Sage, QuickBooks)

From £2,600 +VAT

Service +
Knowledge Base

Collaborative knowledge base

From £1,950 +VAT

Sales +
Reporting

Customisable reporting & KPI management
Enhanced sales reporting

From £2,600 +VAT

Marketing +
Campaign Automation

Marketing campaign automation

From £3,900 +VAT

Marketing +
Email Marketing

Email marketing training & setup

From £650 +VAT

Marketing +
Forms & Surveys

Forms & surveys

From £1,300 +VAT

Unsure which package is best for you?
We're here to help.

Fast-Track-Guide-Cloud9Insight-

Find out how Fast Track Will Help You Start Your CRM Journey

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Explore Our Other CRM Implementation Approaches

Find the right approach for your organisation:

Strategic Dynamics CRM Implementation

Strategic is a flexible implementation of Dynamics 365 with phased business change. Typically, these projects involve complex data migration from existing CRM systems. Phases are designed to build additional maturity which may include system integration.

Enterprise Dynamics CRM Implementation

Enterprise projects are large scale projects using one or more Dynamics 365 modules, across the whole business often with some level of complexity. Typically, one or more internal and external integrations are set up, such as with finance.

Testimonials

"Cloud9 Insight helped us to deliver a successful D365 implementation which will add huge value to our business.  Their understanding of our objectives, a tried and tested approach, lots of experience and insight were all very beneficial.  They created good stakeholder engagement which encouraged a process of specification, build, test and adapt allowing us to start the adoption phase with confidence.  The ongoing attentive, knowledgeable and good humoured support team has provided the right amount of hand holding across the roll out.”

James Rudolf
Chief Commercial Officer
Acquis Insurance Management