CRM Onboarding: 1-Wk Implementation

Let’s face it, deploying a CRM system is no easy feat. Just think about all the customization involved such as creating special fields for your accounts, contacts, leads and sales opportunities. You run a small business. Do you really have the time to figure out a CRM deployment? Probably not.

SherWeb offers a CRM deployment package to help business owners like you get up and running with Dynamics 365 for Sales quickly and easily. Designed to provide SMBs a simple user experience to speed up adoption. For a low fixed cost, you will be able to customize your Dynamics 365’s basic capabilities to suit your organization’s specific needs.

Our goal is to get you up and running right away.

Deliverables

• A simplified CRM solution
• Assistance with the deployment wizards to easily customize your Lead, Opportunity, Account and Contact entities
• Setup of your users and import of your initial data
• A configured solution based on the wizards
• Access to an integrated video library

Do you have a project that requires advanced capabilities? No problem. The experts in our partner network are ready to help you.