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CRM Quickstart

Quickstart Implementation

Our CRM Online QuickStart implementation is designed to get you up and running in 2-4 weeks on a solution that meets your immediate needs…within a fixed budget.

  • Free Initial 2 hour Consultation.
  • Ideal for companies with standard processes and up to 20 initial CRM users.
  • Your domain setup in Office 365.
  • Implementation of one core business process (ex: Sales Process).
  • Go Live on the latest release of CRM Online.
  • A dedicated PM/Architect for your project.
  • Up to 5 entity configurations.
  • Up to 5 Workflow setups. Ex: Email Notification setup.
  • CRM-Email/Activity sync for Exchange Online / Exchange OnPremise
  • Custom Report or Dashboard
  • No custom development or coding
  • “Train the Trainer” approach for Go Live.
  • Post Go Live support options available.