Green Beacon has developed an innovative QuickStart program designed to get your organization's Dynamics CRM implementation quickly up and running. QuickStart implementations allow your staff to quickly realize real benefits from Microsoft Dynamics CRM.
Our 'Crawl, Walk, Run' methodology allows you to limit the scope of your initial CRM implementation to the most critical tasks required for your business, allowing you to get up and running quickly and effectively, enabling your users to derive immediate benefit from your Dynamics CRM implementation.
| Sales |
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- Configuration of the Dynamics CRM Software, 10 Outlook Clients, and Application Settings
- 3 Hours for Design and Documentation of your Sales Process
- Configuration of Accounts, Contacts, Leads, Opportunities, Competitors, Territories, and Quotas
- Configuration of Sales Reports and Workflows
- Data Migration for up to 5,000 Accounts, Contacts, and Leads
- 4 Hours of User Training, using standard training materials
- Deployment of Dynamics CRM 4.0
|
| Marketing |
|
- Configuration of the Dynamics CRM Software, 10 Outlook Clients, and Application Settings
- 3 Hours for Design and Documentation of your marketing process
- Configuration of Accounts, Contacts, Leads, Marketing Lists, and Campaigns
- Configuration of Marketing Reports and Workflows
- Data Migration for up to 5,000 Accounts, Contacts, and Leads
- 4 Hours of User Training, using standard training materials
- Deployment of Dynamics CRM 4.0
|
| Service and Support |
|
- Configuration of the Dynamics CRM Software, 10 Outlook Clients, and Application Settings
- 3 Hours for Design and Documentation of your Customer Service and Support process
- Configuration of Accounts, Contacts, Cases, Queues, Subjects, and KnowledgeBase
- Configuration of Support Reports and Workflows
- Data Migration for up to 5,000 Accounts and Contacts
- 4 Hours of User Training, using standard training materials
- Deployment of Dynamics CRM 4.0
|
| Additional Services |
| |
Advanced Administrator Training including Customizing CRM Entities, Reports, and Workflows |
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Additional 1/2 Day of User Training |
We recommend a 30 - 60 day pause after this project to allow your users to gain familiarity with Dynamics CRM. Any additional work, including advanced configuration, reporting, or integration (including integration with ERP systems) can be considered at this time.
For more information, please contact us at (617) 485-5000 x207.