OnActuate Microsoft Dynamics 365 Sales Accelerator: 10-Wk Implementation (Expert 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 Expert Package enables large sales teams with complex sales processes to design and implement a powerful CRM system introducing automation and AI-driven insights. 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 more than 25 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 OnActuate 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 10 weeks, we will implement:

• Contact and account management
• Lead to opportunity business process flow
• Activity tracking
• Outlook and SharePoint integration
• Data conversion templates and data migration
• Email templates configuration
• Increased checkpoint calls
• Security role configuration
• Admin training
• Sales Copilot setup
• Go-live support

*Price will be estimated based on the scope of work.

Looking for fewer features? Check out the Basic or Advanced packages.