CRM Implementation Packages

As well as tailoring every Dynamics CRM / Dynamics 365 site we deliver, we also offer 3 different implementation packages to fit your needs.

CRM implementation packages consultancy



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 :

Mini Project CRM implementation
  • 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

Find out more about us and our approach to ensure your CRM is on the right track by clicking on the image below:

Caltech's approach

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.