CRM Quick Start


This service is only available for InfoGrow clients using Dynamics CRM Online and Dynamics 365 Sales with less than 5 users. CRM QuickStart is designed to get your organization up and running, quickly and cost-effectively, within two weeks. The program is fixed in scope and price and allows you to go live with a basic out-of-the-box configuration that delivers tangible results quickly.

SKU: SA-CRM-0001 Categories: , Tag:


QuickStart deliverables include:

  1. One on-site planning and rapid-solution design session
  2. Consolidation and conversion of base customer and prospect data
    1. One-time data migration using template provided
    2. Client is responsible for providing account IDs and data standardization in a file that is free of duplicates
  3. Training to facilitate accessing data in the office or on the road via web connect
    1. One 2-hour onsite user training session
    2. Two 1-hour web training follow up sessions
  4. Establish a basic data relationship hierarchy between:
    1. Accounts and contacts
    2. Contacts and opportunities
    3. Opportunities and activities
    4. Pipeline forecasting
  5. Initiation of sales rep accountability tracking
  6. Initiation of contact email tracking to build one communications repository
  7. Establish user ability to set follow-up phone calls or site visits
  8. Basic system configuration
    1. Account view
    2. Contact view
    3. Lead view
    4. Opportunity view
  9. Establish user security roles
  10. Guidelines for your managed service provider to configure the Outlook client
  11. One 2-hour Power User training session on how to quickly filter, sort, and export data to Excel

Quick deployment within two weeks of the project kick-off