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Fast Service Jump Start: 6 week implementation

Prodware Group

Get your customer service team up and running with CRM in the cloud in just 6 weeks

Fast Service Jump Start

Does your service team struggle to share knowledge about customer cases? Do you want to follow best practice in customer service provision but feel moving your processes and CRM to the cloud will take too long?

Prodware’s Fast Service Jump Start is a streamlined and focused way of implementing leading commercial CRM Microsoft Dynamics 365 Customer Service into your business for fast ROI and assured user adoption. By moving to the cloud, you benefit from connected teams, reduced communication siloes and access to leading technologies to boost client engagement. The simplified Fast Service Jump Start approach works across 4 key pillars: Workshop, Configuration, Data Import and Training. We ensure that the framework of data, entities and users are defined and maintained across the project, to provide focus and speed up your service team’s access to the app; meaning you start to see the benefits earlier and users gain confidence.

The standard Fast Service Jump Start scope focuses on accounts, contacts, activities, cases, knowledgebase, self-service portal, queues and dashboards.

Implementation agenda

  • Week 1: Preparation includes Kick off workshop with a project team defined
  • Week 2: Functional design includes Requirements gathering documented and sharing of data import templates
  • Week 3: Configuration includes Security roles defined, test functionality and user profiles created, customer data in import templates
  • Week 4: Rework phase includes the data import, allowance for rework by the customer and configuration completed
  • Week 5: Go live phase includes End user training
  • Week 6: Support phase for post-Go Live

Next steps

Speak to Prodware about speeding up your access to market leading service technology to boost productivity, collaboration and best practice in your customer service teams. Price quoted is based on fixed scope and time and does not include licences, contact us to discuss your needs.

Lühiülevaade

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