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RapidStart for Microsoft Dynamics CRM Online

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Launch a Dynamics CRM Solution in 30 days 1

are-u-a-partnerOrganizations of all sizes implement Dynamics CRM Online for complex, self-specific business operations, but many, particularly SMBs, just want to use it for basic sales automation. Forceworks makes this easy. Our RapidStart™ for Microsoft Dynamics CRM Online plan provides all of the tools a small or midsized business needs to manage customers, track and increase sales, and shorten the lead to cash cycle. Customers often ask if there is a way they can just get setup and hit the ground running quickly with the basics, preferably at a reasonable, known upfront cost. Our answer? Yes! Forceworks is pleased to offer fixed scope, RapidStartTM deployment plans at fixed costs. These plans are designed to get a sales organization up-to-speed in a hurry with the ability to manage Leads, Contacts and Accounts and track Opportunities for your sales pipeline:

RapidStart™ for Microsoft Dynamics CRM Online Scope Basic Basic +
Project Planning
Requirements Gathering
Creation of Implementation Plan
User Subscription Strategy Plan
Configuration and Setup
Deploy CRM instance, add Users and apply Roles
Install InsideView Insights
Customize existing Entity Fields for your business 2
Customize existing default Entity Forms for your business 2
Customize Guided Processes for your business 2
Customize Product Catalog and Standard Pricelist 3
Customize existing mobile Entity Forms for your business 2
Customize Case Management Entities and Forms Call Call
Data Migration
Import CSV Data 4
Migrate data from another platform or create your CSV files Call Call
User Training 5
Administrator Training Session (2 hrs)
Integrated User Training Content 6
Fixed Pricing $6,500  $9,900 
Notes:
1. From date of SOW execution, Client must respond to deadlines in a timely manner
2. Entities included are Leads, Opportunities, Contacts and Accounts
3. Up to 100 product or service items
4. CSV prepared by client to Forceworks’ specifications (sample provided)
5. Administrator training provided online with screen sharing
6. Up to 10 users for first year, can be exceeded or renewed at a cost

The above offers are subject to the complete Terms and Conditions of Forceworks’ Master Services Agreement and Statement of Work.

Secrets to a Successful RapidStart™ for Microsoft Dynamics CRM Online Deployment

  • Have one person in your organization responsible for coordinating the effort
  • Have all of the right Stakeholders on the Requirements Gathering Call
  • Have all of your Stakeholders sign off on the Implementation Plan
  • Have all of your Stakeholders sign off on the Customizations prior to data migration
  • Respond to all of our requests timely to maintain schedule
  • Have all of the right Stakeholders on the Admin Training Call
  • Have all of the Stakeholders explore the integrated User Training

To learn more about our RapidStart™ for Dynamics CRM Online Deployment services, contact us below.

RapidStart™ Information Request

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