As well as tailoring every Dynamics CRM / Dynamics 365 site we deliver, we also offer 3 different implementation packages to fit your needs.
Up and Running CRM implementation
- 2 days consultancy
- Initial meeting
- Field customizations
- Training to cover how you build screens, carry out advanced finds and navigate the system
- Sample data upload
- Set up laptops
- Basic CRM training
Extra available on request
- Support
- Bundled work packages
The second CRM Implementation Package is :
- 5 days consultancy
- Initial meeting
- Field customisations
Depending on your needs the services may include:
- Data import
- Field creation
- Advanced finds
- Workflows
- Training (bespoke to your needs)
- Administrator training
- Outlook client installation
- Development
Extra available on request
- Support
- Bundled work packages
And the third CRM Implementation Package is :
Process CRM Implementation
- Full Sure Step process CRM Implementation (agile hybrid)
- “Diagnostic Meeting” to agree the high level requirements.
- “Analysis workshop” Drilling down on fields and the granular detail of the site.
- “Design phase” If any additional functionality is required.
- “Development phase” What CRM needs to do that it can’t do out of the box if anything
- “Deployment phase” Deploying the new site and ensuring that staff are trained in the new system
- “Operation phase” Go live
- This plan includes data upload, integration and any other requirements.
- Support following go live
- Read more here…
To find out more about our CRM Implementation Packages, call us on 01924507280 or email George@caltech.co.uk
Find out more about us and our approach to ensure your CRM is on the right track by clicking on the image below:
Download our free resources to help with your CRM process. These documents will help you every step of the way to ensure your CRM is a success. Check them out CRM Resources
We aren’t in the business of being the same as other CRM consultants. We work together as a team to create long term relationships with our customers and help them realise the benefits from Dynamics CRM.
