Drive digital transformation with a new approach to sales force automation.
This 5-day implementation of Microsoft Dynamics 365 for Sales is designed for small and medium sized businesses seeking to automate sales force and integrate with Office 365.
Standardise systems by creating modern, modular business applications that work together on a single platform, giving organisations the flexibility to adopt technology when they need it to improve business outcomes.
CloudExperience Sales leverages Dynamics 365 platform to provide greater visibility and transparency into accounts, contacts, leads and opportunities and capture related activities. It also gives you insights into your Lead and Opportunity management processes and enable you to make more informed business decisions.
- Initiation and alignment activities
- Initiation meeting
- Business Requirements gathering workshop/interviews
- Technical readiness assessment
- Dynamics 365 familiarisation activities
- Tenant establishment & subscriptions
- Users & security configuration
- Global settings configuration
- Standard Reports, Forms and Dashboards
- Outlook integration
- Goals, Forecasts
- Assistance with data import through migration templates or Excel
- As-built summary documentation
- Technical handover
- Power User training sessions
Drive business results with next-generation, multi-channel applications that infuse artificial intelligence (AI), mixed reality, social, and mobile capabilities for rapid innovation.
Enable people to do their best work by unifying relationships, processes, and data with comprehensive business applications connected through a common Microsoft cloud platform.
Achieve greater business outcomes with built-in intelligence and prescriptive guidance delivered by leading AI and analytics technologies.
Thrive as your business changes by extending existing applications, building new solutions, and integrating with other technologies on a flexible, scalable, and secure platform.