Before
we ever meet, our staff assumes that your company wants to achieve
some immediate and tangible results once the decision has been made
to implement a CRM strategy backed up with Microsoft CRM software.
If there is pain caused by multiple data sources, lack of
information or customer clarity, we know you want that pain to end
today.
We respond to these urgencies
Early in our relationship, we help you show tangible results.
There are three primary activities we focus on in our Fast Track
Implementation Methodology:
Installation and configuration of the CRM environment Each of our clients is
provisioned a dedicated, co-located CRM server. Our team
of system engineers and administrators are experts at
configuring Microsoft CRM servers and connecting them with
Microsoft Exchange and SQL Servers. Our team will have you
accessing your CRM within 24 hours.
Fast Track
Statement of Work For each of our hosted accounts,
we bundle the following services at no additional cost:
>
Up to 4 hours of consulting
> Up to 4 hours of
project management
> Up to 40 custom
fields
> Up to 20
customized application interface forms
> Up to 3 workflows
> Integration with
one page from your company Website
> System
administrator training (one session)
> User training via
online classes using your CRM system
Provide
Personal Training and Achieve User Buy-In Let's face it, Microsoft CRM is
going to make everyone's life easier. As we conduct
personal training classes for your users, we will put them at
ease and coach them to understand the benefits to them
personally as a result of the CRM implementation.
By limiting the scope of the initial implementation to these three
phases, our team of dedicated Microsoft CRM project managers can
ensure the successful roll-out of your CRM implementation.
Once this phase of the project is complete, additional planning,
development and execution of CRM functionality can be implemented.
For more information about our project approach and services
contained in the Fast Track Implementation Statement of Work,
download the document here or feel
free to contact us
any time.
