CRM startup package
Get up and running in 2 weeks
Microsoft Dynamics Sales, which is part of the Dynamics 365 family, is a very user-friendly CRM system that is easy to integrate with other Microsoft family products. We have defined an implementation package that allows you to quickly and easily get started with using the solution.
Target Audience
The target audience is companies that want to quickly and easily get started with a CRM sales solution and are looking for a solution based on standard functionality.
Key Features in Microsoft Dynamics Sales
CRM is about maximizing the value of all the touchpoints a business has with its customers. CRM helps manage and build relationships that create and develop loyal, long-term customer connections. Microsoft Dynamics Sales organizes your contacts and makes it easy to follow up on your customers and activities.
The key features are as follows:
- Companies
- Leads
- Contacts
- Standard dashboards
- Sales opportunities
- Activities
- Standard integration with Microsoft Outlook
How we do it
1 We begin with an initial alignment of expectations before finalizing the agreement.
2 Review of your sales process.
3 Agree on which companies and contacts should be imported, and in what format the data should be.
4 Discuss with the sales team how CRM should be used in their daily activities.
5 Identify if there is a need for functionality/integrations that are not part of the startup package.
6 Basic setup and configuration:
- Create a subscription with Microsoft
- Set up users
7. Introduction - an overall overview of the solution for the users.
8 Setup
- Set up Leads, Companies, Contacts, and Sales Opportunities
- Set up the sales process
- Adjust and remove fields as needed
- Import data from the Excel sheets you have filled out
- Set up relevant views
- Set up 2 security roles (Sales Manager, Salesperson)
9 Setup of Outlook integration - if you have an Office 365 subscription and use Outlook.
10 Training
- Creating companies and contacts
- New activities, notes, etc.
- Outlook integration
- Creating sales opportunities
- Searching and filtering
Typical Add-Ons
A CRM implementation is usually a journey where new functionality is continuously added as you discover the possibilities within the CRM platform.
Some of the typical add-ons are:
- Additional training
- Leverage more functionality within CRM
- Marketing management and newsletter distribution
- Customization of customer KPIs and Dashboards
- Integration with Bisnode or Lasso
- Integration with ERP system (if you're already using Business Central, this can be a very easy and quick solution)
- Integration with the website
- Integration with Power BI
Want to know more?
Mette Barsøe Larsen
Sales Manager
+45 41 87 94 80
mbl@consit.dk
