Although some people will choose to implement CRM on their own, according to industry research groups, 40 to 70% of CRMs fail even with guidance.

We have successfully implemented CRM hundreds of times. With that experience, we know what it takes to guide small and medium sized businesses to properly roll out, get trained, and start using CRM in a short time frame.

Our structured cohort curriculum runs for 5 weeks, with options for champions to pick back up when the next cohort launches if their schedule does not allow them to meet all of their deadlines.

This number may change based on specific needs and your team’s ability to attend all of the sessions and meet their deadlines.

Based on customer feedback, we offer a 2-pronged training approach.

We offer a virtual training course consisting of videos, lessons, and quizzes as the primary way for people to get training, and then supplement the training with instructor led classes and checkpoints.

The benefit of this model is that you and your team can take the training videos a scheduled around your teams’ availability. They also remain available as a permanent resource for your team to brush up or orient any new hires after the onboard.

Our free onboard program is geared towards your sales team specifically. We also offer supplemental programs for your customer service, marketing, and other teams.

Yes, Dynamics offers marketing. Although it’s a great product, because of its size and complexity it is typically something we suggest implementing only after initial onboarding and training has been completed. If, however, marketing is what’s driving your project, please let us know and we can create the best plan for your business.

Although the out-of-the-box CRM comes with too many dashboards to list here, we’ve refined the best collection of both out-of-the-box and exclusive Azamba dashboards to offer our customers the best and most focused experience possible.

Peek some of the out-of-the-box dashboards here.

Dynamics is designed to be flexible, and one of its greatest strengths is the ability to automate your processes, control your workflows and streamline your operations from sales to services to management. However, we don’t recommend any automations right out of the gate.

We strongly believe in the crawl, walk, run approach because it has the most successful adoption path for you: by doing less initially and getting used to the out-of-the-box before you ask for automations. If you do find you need automations from day one, we can discuss how to best tweak the MVP and plan pricing to accommodate.

The minimum viable product is the smallest set of functionalities that will still provide value to you and your team so that CRM has a point and a purpose and people will want to use it.

We recommend this approach because many companies fail with their CRM because they try to do too much, too fast and users cannot accommodate the change.

The MVP approach helps smooth the transition by helping people build new habits around the basics, get their feet wet, and then iterate through our monthly OnTrack CRM Success System. Click here for OnTrack.

If you do find this MVP is not gonna provide the minimum value to drive adoption, let us know we can adjust the MVP to suit your needs.

Our experts with teach and empower your project champion to accomplish the following over a 5-week period:

• Account and Contact Management including configuration and tweaks to standard fields, forms, and views
  • Import of Accounts and Contacts
• Opportunity Tracking and Management including configuration and tweaks to standard fields, forms, and views
• Activity Tracking and Management
• Configuration and Training on:
  • Outlook Integration
  • SharePoint Integration
  • Security Roles
• Basic Dashboard Package including:
  • Red Alerts
  • Opportunity Forecasting
  • Sales Dashboard
  • Sales Leaderboards
  • Usage Monitoring
• Dynamics 365 Add-ons included with OnTrack CRM Success Plans