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Explore our Microsoft Dynamics 365 for Sales Implementation Plans

Go beyond sales force automation (SFA) with Dynamics 365 for Sales to better understand customer needs, engage more effectively, and win more deals.

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Essentials

Perfect for a smaller sales team with no existing CRM system in place and only in need of basic assistance.

  • Lead -> Opportunity Business Process Flow customizations
  • Contact and Account Management
  • Activity tracking (emails, tasks, calendar)
  • O365/Exchange Integration
  • Online training (free subscription to WebSan University)
  • Data conversion completed by Customer (training available via WebSan University)

Estimated Timeframe: 2 weeks

Cost: $5,000

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Professional

Perfect for a sales team with a minimal CRM system in place and in need of assistance in designing and implementing robust CRM system which guarantees end user adoption.

  • Lead -> Opportunity Business Process Flow customizations
  • Contact and Account Management
  • Activity tracking (emails, tasks, calendar)
  • O365/Exchange Integration
  • Includes up to 10 Screen customizations
  • Includes setup of 3 email templates and 3 workflows
  • Online training (free subscription to WebSan University)
  • Includes 4 Hours of live web training sessions
  • Data Conversion (Accounts, Contacts, open Opportunities, open tasks)

Estimated Timeframe: 4 weeks

Cost: $9,000

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Expert

Perfect for a larger sales team with an existing CRM system in place who requires expert assistance in designing and implementing a powerful CRM system that is a force multiplier for their sales team.

  • Lead -> Opportunity Business Process Flow customizations
  • Contact and Account Management
  • Activity tracking (emails, tasks, calendar)
  • O365/Exchange Integration
  • Includes up to 50 Screen customizations and 1 Custom Entity
  • Includes setup of 10 email templates and 10 workflows
  • Online training (free subscription to WebSan University)
  • Includes 12 Hours of live web training sessions (on-site available for additional fee)
  • Data Conversion (Accounts, Contacts, open Opportunities, open tasks)

Estimated Timeframe: 6 weeks

Cost: $12,000

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