Our Dynamics 365 Sales Implementation service is designed to accelerate your sales processes, enhance customer relationships, and improve overall sales efficiency. In just three weeks, we’ll work closely with your team to set up and configure Dynamics 365 Sales, ensuring you have the tools and capabilities you need to drive your sales success.
Industries
Financial Services
Automotive
Travel & Hospitality
Media & Communications
Manufacturing
Healthcare + Life Sciences
Agenda
Week 1
- We kick off by understanding your unique business needs and sales processes.
- Identify key objectives, data sources, and integration requirements.
- Develop a tailored implementation plan to meet your goals.
Planning and Requirements Gathering:
Week 2
- Configure Dynamics 365 Sales to align with your specific requirements.
- Set up lead and opportunity management, sales pipelines, and data customization.
- Integrate with relevant data sources and email systems for seamless communication.
Configuration and Setup:
Week 3
- Provide comprehensive training to your sales team on how to use Dynamics 365 Sales effectively.
- Conduct final system testing to ensure all processes are functioning correctly.
- Assist with the transition to live usage and offer post-go-live support.
Training and Go-Live:
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