Quick Start Package for Dynamics 365 Sales

Get started with a market-leading CRM quickly with minimum investment!

No matter whether you’re an established SME or an organisation looking to move away from spreadsheet-based processes, you can get up-and-running with Dynamics 365 Sales easily using our fixed-cost quick start packages.

Help your sales teams work more efficiently from a comprehensive solution that provides all the necessary tools to build better relationships and close more deals.

Experience the benefits of Dynamics 365 first-hand, then scale up the solution as your business requirements evolve.

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Everything you need

Our quick start package enables you to get started as quickly as possible, with everything included at a fixed cost.

quick start package

Why choose Quick Start?

We understand that not everyone is familiar with the advantages of a CRM system, and many businesses are hesitant to invest heavily upfront. That’s why our Quick Start package offers everything you need at a single, fixed cost, allowing you to get started without breaking the bank.

Drawing on our experience working with organisations across various industries, we know that transitioning to a dedicated CRM can feel daunting. Our goal is to help you begin your Dynamics 365 journey with ease, offering a straightforward service with no hidden costs.

Get started with the solution in 10 days and expand it as your business grows. Plus, our expert consultants will guide you through how we can tailor the system to support your specific business goals and evolving needs.

Why choose Quick Start

Features

Starter

( £ 6,999 )

Advanced

( Contact Sales )

Environment Provision
Configure Out of the Box (OOB) Dynamics 365

Standard Dashboard and Reports

1. Sales Activity Dashboard
2. Sales Performance Dashboard
3. Sales Dashboard
4. Sales Accelerator
5. Sales Pipeline and Funnel
6. Sales Usage Report

Standard enablement of D365 and SharePoint Integration for Document Management for account, contact, Lead, Opportunity and Quote entities only
Standard Configuration of Core Entities – audit, mandatory field, field placement on forms.
Set-up, testing & training of mailbox setup along with Outlook integration
Documentation
Free post go-live Hyper Care support
Copilot – Record updates, Email and meeting assistance, Opportunity summaries
Customisation as per business needs
Custom Security role 2 As per design
Data Migration From existing system – standard template for account, contact, and leads will be shared on day one. Standard Templates in Excel As per design
Custom fields in OOB tables/entity – Restricted to Leads, Opportunity, Account and Contact. 5 fields / Entity As per design

Core user training (5 Full Users):

  1. Personal settings
  2. Navigation of the system
  3. Standard Sales flow of the system,
  4. View creation
  5. Dashboard creation
  6. Product Creation
  7. Sales Goal
12 Hours As per Project Plan

Admin training (2 User):

  1. Security role assignment and user setup
  2. Data Upload using a template
  3. Email template configuration
  4. Personalise dashboard and views
4 hours 8 hours
Teams Telephone Integration
Organisation chart for Customer, Opportunity Pipeline
Sales accelerator and sales usage reports
Goals and Forecasting

Out-of-the-box Integration with Business Central for entities–

  1. Account/Customer  – Bidirectional
  2. Opportunity – Unidirectional – CRM to BC
  3. Product – Unidirectional – BC to CRM
  4. Order – Unidirectional – CRM to BC
  5. Pricelist – Unidirectional – BC to CRM
Ready to Elevate Your Sales with Dynamics 365?

Choose your Quick Start Package and let our experts help you streamline your sales operations.
Get started today and see immediate results!

Microsoft Dynamics 365 Sales

Comprehensive functionality to help your teams succeed

Sales-Contacts

Accounts & Contacts

Manage all your customer information in one place.

Sales-Funnel

Sales Pipeline & Funnel

Easily track and manage leads through the sales funnel

Sales-Opportunities

Opportunity Management

Monitor each stage of the sales process, track interactions, and forecast outcomes.

Sales-Forecasting

Predictive Analytics & Forecasting

Leverage AI insights to predict sales outcomes, identify trends, and forecast revenue

Sales-LinkedIn

LinkedIn Sales Navigator

Build relationships, discover new leads, and gain valuable insights to enhance outreach efforts.

Sales-O365

Integration with Office 365

Work seamlessly with familiar Microsoft tools like Outlook, Excel, and Teams

Sales-Copilot

AI Copilot

Assists sales teams with intelligent recommendations &  automating tasks

Sales-Mobile

Mobile Accessibility

Leverage AI insights to predict sales outcomes, identify trends, and forecast revenue

Sales-Dashboard

Dashboards & Reports

Track progress, analyse trends, and make informed decisions, driving continuous improvement

Frustrated with Complex Sales Processes?

Don’t let disjointed systems slow you down. Our Quick Start Package for Dynamics 365 Sales simplifies setup,         automates tasks, and empowers your team to close deals faster.

 

Training & Support from Day 1

Implementing a solution is one thing, but without adequate training and support, you’re not going to get the full benefits of using it.

Our offer includes comprehensive training for core users and admin training to ensure you’re set up for success from day 1.

hyper support and training
Training & Support from Day 1

Customer Success

Don’t just take our word for it, see how we’ve helped numerous customers across industries.

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Got questions? Contact a Dynamics 365 Sales Expert

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