With Microsoft Dynamics CRM Online hosted in the cloud there's no on-site installation so you'll quickly be up and running.
However, even with a hosted CRM implementation additional time may be needed to develop and configure your database.
This can include importing your data and customising the fields you want to work with. You may also want to apply some automated CRM workflows, define user access rights or create CRM entities to reflect your key processes, for example projects, events and products.
Finally, you'll want to make sure users have the benefit of training so that everyone understands how to benefit with Dynamics CRM Online from the outset.
Our quick start packages combine all the essential help and resources so you can kick-off your CRM project sooner and complete it faster. They'll enable you to prioritise the work that's most needed to progress your implementation and achieve early successes with Microsoft Dynamics CRM.
These services are available in addition to our fully bespoke project managed CRM implementations.
 |
'From my experience I would recommend Preact to any organisation implementing Microsoft Dynamics CRM. They tailor their approach effectively and have proved to be very innovative in developing and applying solutions. Most importantly – they want to help their clients to experience the very best that CRM has to offer.'
Rachel Churchman, The Health & Safety People
Read Case Study
|
|
Standard Quick Start: FREE
Our standard quick start is designed to get you up and running with an evaluation of Microsoft Dynamics CRM Online:
-
We complete the entire sign-up and registration process on your behalf
-
Sharing best practice suggestions for CRM deployment and data migration
-
Access to Microsoft Dynamics CRM webinars
-
We can also help you import a sample of your data and configure the CRM Outlook client
2 Day Quick Start: £1500
In our 2-day quick start we'll focus on your priority requirements to help you gain an early payback from Microsoft Dynamics CRM Online.
Choose from our full range of consultancy, training and development services to develop of your CRM database.
In addition to the benefits of our Standard package our 2-day Quick Start can include:
-
Data Transfer: we'll import your contact & company information from a pre-defined spreadsheet
-
Database Customisation: including customising fields on standard CRM entities including companies, contacts, opportunities & cases
-
User Profiles: defining user security roles & team structures
- User Training: introductory user training
5 Day Quick Start: £3750
If your requirements demand additional time to develop your database our 5-day quick start provides extra resources to achieve your aim of gaining immediate results from Microsoft Dynamics CRM.
As well as the suggested content of our standard and 2-day packages this can include:
-
Project Planning: to define your requirements & review your processes
-
Creating a Project Charter: documenting your CRM objectives & the scope of work that will be carried out
-
Extended Data Migration: importing wider data including leads, opportunities & cases
-
Advanced Customisation: creating additional entities to track all your processes within Dynamics CRM
-
Workflow automation: configuring CRM workflows to streamline tasks
- Role Based Training: focusing on specific CRM modules including sales, marketing or servicing
For more complex requirements we'll work with you to develop and deliver a project plan through our bespoke consultancy services.
Prepaid CRM Consultancy Time: £750 for 8 hours
The option for prepaid consultancy time is offered as an add-on, or an alternative, to our Quick Start packages.
By purchasing 8 hour blocks of our consultancy time you'll have the flexibility to phase the development of your CRM project over several weeks.
With a bank of consultancy hours you're able to prioritise work and allocate time according to your requirements. All of our Microsoft Dynamics CRM services are available to you this way.
|
This time remains available to you until you schedule it. It does not expire at the end of a fixed period, nor are remaining hours reset when you buy additional blocks of time.
Prepaid hours roll over indefinitely so unlike our Quick Start packages or bespoke CRM consultancy days you don't have to book on a per day basis.
You can allocate time from your bank of hours for as many, or as few services, as you need in any proportion and use these resources at your own pace.
The only requirement is the minimum session time of 30 minutes.
Time can be scheduled for all Microsoft CRM related requirements including.
|
|
Prepay CRM Consultancy Time
|
|
Block of CRM Time:
|
8 Hours
|
|
Rate:
|
@ £750
|
|
Available Services:
|
All Preact CRM services
|
|
Scheduling Time:
|
By phone or email
|
|
Minimum Session:
|
30 minutes
|
|
Expiry:
|
Non-expiring
|
| Order: |
Call 0800 381 1000 or order online
|
|
-
Configuring new CRM workflows
-
Data migration
-
User training
-
Developing new CRM entities
-
Applying user security profiles
-
Upgrading CRM databases
-
Writing new reports
-
Project management
-
+ many more
When you've utilised the time, you can purchase additional 8 hour blocks, 2 or 5 days quick starts, or any of our Microsoft Dynamics CRM consultancy and training services.
