OnActuate Microsoft Dynamics 365 Sales Accelerator: 2-Week Implementation (Basic Package)

Are you looking for a centralized platform for managing customer relationships, automating standard sales processes, and gaining valuable insights into sales performance?

The OnActuate Microsoft Dynamics 365 Sales Accelerator Basic Package is designed for smaller sales team with a small or non-existent customer relationship management (CRM) system and only in need of basic assistance. Get ready for a swift deployment of standard Microsoft Dynamics 365 Sales, a cloud-based CRM solution designed to streamline and enhance sales processes.

Ideal for organizations with 5 or less users, this service package ensures an efficient implementation experience, enabling rapid digital transformation of your sales processes while fostering continuous improvements.

Utilizing our hybrid implementation methodology, grounded in Microsoft Success by Design principles and enriched by OnActuate's extensive industry expertise, the Microsoft Dynamics 365 Sales Accelerator guarantees a successful deployment. With a predefined implementation scope, comprehensive training, and robust user support, your organization will be up and running in no time.

Within 2 weeks, we will implement: • Contact & Account Management • Lead to Opportunity business process flow • Activity tracking (emails, tasks, appointments) • Outlook integration (up to 5 users) • Data conversion templates • Custom dashboard creation • Conference room pilot session

*Price will be estimated based on scope of work.

Looking for more features? Check out the Advanced or Expert packages.