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FastTrack rapid implementation for Dynamics 36

FastTrack for Microsoft Dynamics CRM/365 Sales

Need a CRM solution fast? Our Sales FastTrack is a great solution to get your sales team on Dynamics 365 for Sales quickly and effectively. FastTrack was built by experts who have over 16 years of experience implementing Dynamics CRM/365 for sales teams across the country. FastTrack is based on best practices and provides powerful out-of-the box templates for lead tracking, opportunity management and more.  

Need Marketing as well? How about Customer Service? We have FastTrack packages for both Marketing and Customer Service

FastTrack provides full fixed cost/scope implementation services including – upfront planning/requirements analysis, installation and configuration, data imports, training and go-live assistance. All in a fixed price, rapid solution. 

The best way to understand FastTrack is to see a live demonstration -> 

See a live demonstration

Expertly Manage Sales Leads

Many organizations struggle with effective management of sales leads. Our FastTrack for Dynamics 365 Sales provides you a full Lead management system along with best practice processes to assure no lead is ignored.

Track and manage full profile information about your leads.

Enforce a consistent process to qualify leads.

Track sales activity with automated alerts when leads are not followed up.

Make Sure Every Lead Is Followed Up

Success with any software goes beyond the technology and involves the right business processes. With over 16 years of experience implementing Dynamics CRM/365 we have built a number of areas of process into the technology. One area is lead management, our lead follow up tracking provides full tracking on lead follow up including:

Summary of follow up activity with alerts if follow up is not being performed

Enforcement of timing on initial follow up of new leads

Make sure full follow up effort is performed to increase lead qualifications

 

National statistics say that the average number of interactions needed to qualify a new lead is 6-12 (depending on business type and other factors)

Average number performed by sales reps nationwide:

Pre-built Library of Dashboards

Six Sales Rep. dashboards. 

Six Sales Management dashboards.

Provides full analysis of Lead, Opportunity and Sales Activity. 

Mobile enabled.

Sales Opportunity Management

Track and manage sales opportunities to improve close rates and increase revenue. Our FastTrack for Dynamics 365 Sales provides you a full opportunity management system along with best practice processes to assure no opportunity is ignored.

Best practice forecasting methodology included.

Track and manage full profile information about opportunities.

Enforce a consistent sales opportunity management process.

Track sales activity with automated alerts when opportunities are not followed up.

Full Account and Contact Management

Manage and track accounts and contacts.

Full account profiling. 

Post-sale account management process. 

Built-in intelligence to provide a full view of your accounts.

Microsoft Outlook Integration

Increase user adoption by giving users Dynamics 365 inside the tool they spend the most time in every day; Outlook.

Email can be captured in Dynamics 365 so everyone is in the loop on correspondence with business contacts.

View Dynamics 365 information from within Outlook email – activities, sales opportunities, contact/company info and more.

Schedule and delegate activities without ever leaving an email.

Turn emails into leads, contacts or customer service cases.

Work in Outlook desktop, mobile or web.

Fully Mobile Enabled

Mobile enable your sales team with Dynamics 365.

Supports tablets and smartphones – Apple IOS, Android and Microsoft devices.

Offline enabled.

FastTrack for Dynamics CRM/365 Sales

We offer three levels of FastTrack for Sales: Level 1, 2 and 3. This lets you select the perfect fit based on functionality and cost. 

Sales Level 1

Full implementation of the main areas of marketing
Create Lead, Contact & Account Profiles
Build Marketing Lists
Design Email Marketing Templates
Design Drip/Nurture Campaigns
Setup Lead Scoring
Configure Web Visitor Tracking
Full Training

Template includes:
Pre-built Marketing Dashboards
Lead Management Process
Best Practices for Marketing

Sales Level 2

Everything in Level 1 Plus:
Up to 10 Users
Sales Opportunity Management
Additional Dashboards
Sales User Training

Sales Level 3

Everything in Level 1 and 2 Plus:
Up to 15 Users
Sales Goal Management
Quoting
Sales Literature
Additional Dashboards
Sales User Training
Sales Management Training

Ready to learn more or see a live demonstration?

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