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.
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 ->
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.
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)
Six Sales Rep. dashboards.
Six Sales Management dashboards.
Provides full analysis of Lead, Opportunity and Sales Activity.
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.
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.
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.
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.
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
Pre-built Marketing Dashboards
Lead Management Process
Best Practices for Marketing
Everything in Level 1 Plus:
Up to 10 Users
Sales Opportunity Management
Sales User Training
Everything in Level 1 and 2 Plus:
Up to 15 Users
Sales Goal Management
Sales User Training
Sales Management Training