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Successful CRM implementations require a plan. You can’t simply wing it. We have combined what we believe are the core and essential components of any proper phase one implementation into what we call our QuickStart implementation. These components can be placed into one of five buckets within our CRM lifecycle represented below.

A successful Microsoft Dynamics CRM deployment begins with a set of solid requirements confirmed and carefully documented. This is accomplished by a specialist who interviews the right people to obtain those requirements. An analysis is then conducted and a design presented – sometimes referred to as a BluePrint. Just like any construction project, and this should be thought of as one, the builders require direction. The design document provides this in no uncertain terms. Another critical component of this stage is Project Management. A dedicated xRM Project Manager will ensure accountability, and that the project remains on track, no matter the timeframe.

The next stage of the project is the customization and configuration of your Microsoft Dynamics CRM instance. There are a number of specific changes that normally need to me made – specifically about 11 of these essential tasks will be covered for all deployment. Things like Sitemap Modification, System Settings, Security Roles, Forms and Views, Dashboards and Reports are examples of essentials, with optional components to choose from, such as data migration.

Once the Configuration stage is complete, the Testing phase can begin. There are two types of testing – Unit Testing, which is the functional tests performed by those that configured your instance, and User Acceptance Testing, where your end users will put the system through its paces and ensure that the Requirements collected back in stage one are indeed met.

After all tests have passed, it’s time to train those who will be using Microsoft Dynamics CRM. This is true for the end users as well as administrators who will be responsible for setting up things like email integration. This is one area where we stand out, in that we supply recorded live training sessions, as well as digital content (videos) delivered through a learning management system where company administrators can view the progress of the students. Microsoft Dynamics CRM Training is a key driver of user adoption, and it should never be ignored or skipped, as it provides the best path to a success Microsoft Dynamics CRM deployment.

Every Microsoft Dynamics CRM deployment requires support, especially immediately after GoLive. There are always miscellaneous questions and possibly issues that occur as the end users begin to use the system. Our package provides two full hours of post go-live support that can be used in as little as 30 minute increments to make minor adjustments or simply answer a list of collected questions. Premier support is also available for as long as needed.

*As of November 1, 2016 Microsoft Dynamics CRM Online will no longer be available for purchase. Microsoft , however, has provided a number of options. Small businesses can still purchase the entire Microsoft Dynamics CRM product, which includes the Sales, Service and Marketing Modules, from xRM directly through a Partner-Hosted subscription as shown here. Our Essential Startup package can be applied to this choice.

This is our phase one QuickStart implementation. Please click on any of the phases shown above for more information, or read this page for details about the CRM packages.

Per the name, we focus on the essential components of a “Phase One” Microsoft Dynamics CRM deployment. In the twenty years that we have been implementing Microsoft CRM packages of all types, we are sure of this: Although every business is different, without knowing anything about your company we know that each and every phase one Microsoft Dynamics CRM deployment needs to include the components of our Essential offering.

Microsoft Dynamics CRM deployments are not necessarily difficult, but they do require planning and a strategy. Without a plan, you will most likely not get the return you are looking for. Our Essential offering is designed to provide a quick return on your Microsoft Dynamics CRM (MSCRM) investment. We do this by focusing on the core priorities (the Essentials). We get you up and running and ensure you and your users have the necessary tools and training to start using MSCRM productively. You need CRM packages that helps your users be more productive and efficient, not an out of the box solution that slows them down. The Essentials Microsoft Dynamics CRM deployment will get you operational expediently and properly, and will give you the framework to scale your Microsoft Dynamics CRM deployment as needed in future phases.

Implementing CRM essentials consists of eleven (11) mandatory components. Anyone deploying MSCRM for the first time needs these components. In addition to the mandatory components of our CRM packages we allow each customer to select one additional component. If your company does not require one of the additional components for its CRM packages then we simply credit you for more and additional two hours of post go-live support time.

Microsoft Dynamics CRM deployments are not necessarily difficult, but they do require a process, planning, and a strategy. Without a plan, you will most likely not get the return you are looking for. Our Essential offering is designed to provide a quick return on your Microsoft Dynamics CRM (MSCRM) investment. We do this by focusing on the Essential Components. We get you up and running and ensure you and your users have the necessary tools and training to start using MSCRM properly and productively, and also give you the framework to scale your Microsoft Dynamics CRM deployment as needed in future phases. After all, you need a CRM solution that helps your users be more productive and efficient, not an out of the box solution that slows them down.

Based on the number of users you have and your unique requirements our process driven approach allows us to implement MSCRM in as little as two weeks. We would like the opportunity to speak to you and answer any questions about our services. Simply complete the following form and one of our CRM specialists will get back to you promptly.