FLASH CRM for Sales: 7-Day Implementation

FLASH CRM for Sales includes:

• Account Management
• Contact Management
• Sales Opportunity Management
• Tracking of appointments, interactions, and activities
• Sales Dashboards

Agenda

• Project Planning: confirm the scope and setup, agreement of the required commitments and timelines
• Solution Overview: demonstration of functionality included
• Data Migration: provide your master data in KPMG templates and migrate into Dynamics 365
• Solution Workshops: capture minor adjustments around Accounts, Contacts, and Opportunities
• Conduct User Training: work together on real life examples of your sales opportunities, activities, and functions
• Conduct UAT: confirm the system is performing as expected
• Go-Live: complete final checks before the system is released to users
• Project Closure: confirm no outstanding issues

Deliverables

• Focused dashboards, providing the sales information e.g. Pipeline, Top Customers, and Opportunities
• Designed forms, based on industry feedback and implementation experience streamlined to help capture the data you need to manage and report on Accounts, Contacts, and Opportunities
• Designed sales processes, to support a consistent sales approach and assist staff moving through an opportunity
• Ability to tailor forms to meet organisational needs (includes 10 changes per form e.g. labels, look-up values, or creating/removing a field)

(*brochure provides full information on deliverables)

Additional Services available: integration with Financials for Office 365; Active Directory Single-Signon, Additional Dashboards, further training, and data migration.

Why KPMG

A leading Microsoft Dynamics 365 Partner, who have successfully implemented over 1,200 solutions, helping companies make more informed decisions, drive down costs and implement systems smarter and faster. KPMG has a strong focus on supporting small businesses and brings best practices and a wide range of industry experience within a small business budget.