Proven structured methodology for successful CRM adoption – 100% Money-back Guarantee
What will OnTrack for Microsoft Dynamics 365 Sales do for my company?
- OnTrack for Microsoft Dynamics 365 Sales helps you get up-and-running with CRM successfully in the shortest time possible.
- OnTrack ensures your long-term usage of CRM returns maximum benefit.
No Stress
Our team has completed hundreds of successful projects for businesses like yours. Your implementation will succeed, and we back that up with a 100% money-back guarantee!
No Strain
Our team handles the setup and implementation, and then trains your team to use your system quickly, easily, and efficiently. We do the heavy lifting so your team doesn’t have to!
No Surprises
Our fixed-fee, fully-scoped, flexible migration, upgrade, and training plans ensure you get exactly what you need at exactly the price you agreed to from the start!
“We partnered with Azamba for our Dynamics 365 launch, because we knew they had the experience and technical resources to help us bring our goals to reality. As we now prepare to Go Live, I am confident that my team is prepared and well trained to jump in with both feet. The training tools that Azamba provided through the OnTrack CRM System have been a huge part of that preparation and confidence. The Training Course allowed each member of my team the ability to work at their own pace and the videos were like having a personal trainer available 24/7.”
Ed Nugent
– Jared Grigg
– David Triglia
– Amanda Caspers
Less time Training
Take advantage of easy roadmap navigation and accessible tools to make your implementation as simple as possible.
Structured for a fast 5-8 week completion, with OnTrack you know exactly who should be doing what at all times to keep your implementation moving.
More time Selling
Do what you really want to be doing with CRM faster. With OnTrack, we make learning Microsoft Dynamics 365 Sales quick and hassle-free.
Similar Dynamics 365 Sales implementation programs can take over a year to get your team inside. With OnTrack, you can start your team selling in CRM in as little as two weeks!
What’s Your MVP?
Our proven methodology starts with a focus on the Minimum Viable Product (MVP) – the smallest set of functionality that has value to you and your team to drive quick Return on Investment with CRM. This approach makes it easier for your team to learn CRM and start using it on a daily basis.
For typical customers, this would include the following items but let us know if your needs are different.
What’s Included?
- 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
The OnTrack Sales Simple Stages to CRM Success
We break up your onboarding into easy-to-follow stages designed to get you and your team using CRM in your live environment in weeks, not months.
STAGE 1
1-2 Weeks
Prepare for your Rollout
Prepare yourself, your team, and your system for CRM onboarding.
Kick-Off Call
You will meet on an MS Teams call to plan out your scheduling and learn how to best use your new OnTrack resources.
System Setup Meeting
Meet with us to set up and configure your new CRM system.
Pre-Training Session
Introduce your team to the CRM implementation process. We will provide materials to assist getting them comfortable and prepared for training .
STAGE 2
1-2 Weeks
Prepare your Champion
Complete training modules & streamline your system.
Admin Training Course
Prepare your admins to navigate, tweak, import data, and set up users in the back-end.
Admin Checkpoint Meeting
Meet with our team to review any questions regarding the administrator training to ensure you feel comfortable operating inside CRM.
System Streamlining
Meet to implement changes and configurations to your system so that your CRM is best suited for your business’ specific needs.
STAGE 3
1-2 Weeks
Train your Team
Introduce your streamlined app, distribute end-user training materials, and monitor internal progress.
Sales Training Course
Prepare your team to navigate, use, and speed up their workflows with CRM.
Sales Checkpoint Meeting
You and your team meet with us to review questions to ensure your team feels comfortable operating inside CRM.
Go Live
You and your team will begin actively using your CRM system for your daily activities.
STAGE 4
3-4 Weeks
Build New Habits
Encourage ongoing system usage, develop more in-depth knowledge, & implement continued system improvements.
Check-in Calls
We check in periodically to ensure a successful post-go-live and assist with any issues.
Coaching Call I, II, & III
Enhance your CRM growth with multiple guided in-depth topics.
Deep Dives - Recurring
Meet with your coach ongoing on a monthly or quarterly basis to continue to build and develop your system.
STAGE 2
Prepare your Champion
Admin Training Course
Admin Checkpoint Meeting
System Streamlining
STAGE 3
Train your Team
Sales Training Course
Internal Training Recap
Sales Checkpoint Meeting
Go Live
STAGE 4
Build New Habits
Check-in Calls
Coaching Call I
Coaching Call II
Coaching Call III
Deep Dives (Recurring)
Advanced Functionality, without the Long Setup
Input data, manage projects, and sell products faster with our CRM Add-ons
Get a jump start on CRM with our powerful pre-built add-ons that utilize modern business best practices.
$15/User/Month
FREE with OnTrack
Get Help Faster
OnTrack takes advantage of Microsoft Teams to provide a quick and direct line between your company and our staff.
- Direct @ messaging with our staff.
- Drag-and-drop file sharing.
- Is available as a Mobile-friendly app.
Learn from Experts
Take part in scheduled coaching calls with our experienced staff who are trained to get you up-and-running with CRM quickly.
With MS Teams, our staff can pilot your system remotely for easy configuration and technical support.
Train Any Time
With our video training series, you can start learning how to use CRM right away, on your own time.
- Quick and easy instructions.
- Training for administrators, sales, customer service and marketing.
To see pricing tables, please view this page on a desktop.
Premium
Plan
Preferred
Plan
Basic
Plan
OnTrack for Microsoft Dynamics 365 Sales is Designed for Businesses that:
Want to maximize their ROI with greater personalized attention.
Want to maximize their ROI but don’t need as much personalized attention.
Feel comfortable with a self-directed implementation and little-to-no hand-holding.
Coaching & Training
Collaboration Team Access
OnTrack utilizes the power of Microsoft Teams for quick and easy collaboration between you and our staff. It’s like having a private Facebook just for your implementation.
In our MS Teams Collaboration Space, you can @ message our staff, access the OnTrack Hub and Support Portal, and easily share files and screenshots.
No Microsoft Office licenses required!
3 Users
2 Users
1 User
Concierge Level
Concierges act as your personal assistant and liaison for all CRM communications between our two companies.
Speak directly to your Concierge through your Microsoft teams access for assistance, questions, scheduling, and keeping your onboarding organized.
Dedicated
Shared
Shared
Success Coach Level
Your Success Coach is your personal instructor as your company learns how to use your new CRM system. They are responsible for leading Coaching Calls, Deep-Dive Sessions, CRM personalization, and customization projects.
Having a dedicated Success Coach means your company will have a single individual assigned to your company’s ongoing training, to familiarize with your organizations processes, and make better recommendations and instructions based on your unique needs.
Dedicated
Dedicated
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1 Hour Deep Dive Coaching Calls
Your Success Coach is your personal instructor as your company learns how to use your new CRM system. They are responsible for leading Coaching Calls, Deep-Dive Sessions, CRM personalization, and customization projects.
Having a dedicated Success Coach means your company will have a single individual assigned to your company’s ongoing training, to familiarize with your organizations processes, and make better recommendations and instructions based on your unique needs.
Monthly
Quarterly
–
Anytime Role-Based Training Courses
Ontrack’s series of training materials are presented by our seasoned CRM veterans through videos and step-by-step guides.
These materials are available to watch and read anytime, and are perfect for people who are just starting out, or to brush up on your Dynamics 365 knowledge.
Training courses are organized by the roles within your organization.
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Hands-on Training Excercises
Along with our Training Courses, Azamba includes guided tasks to implement what you learn into your own system as you go, to ensure you’re learning and able to execute your new CRM skills effectively.
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Technical Services
Support Cases
Our support services include unlimited “Break / Fix” and “How do I..?” issues and questions. Our support team is always standing by to respond to your cases using our OnTrack Support Portal.
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Break/fix only
Ticketing Access
The people in your organization who have the ability to log support cases and have access to the Azamba CRM support system.
3 Users
2 Users
1 User
Support Queuing (Typical Response Time)
Our IT Team is always active making sure our clients are getting swift and helpful assistance.
When our team gets busy, OnTrack prioritizes support tickets based on what plan our clients are signed up for.
2 hours
4 hours
12 hours
Annual System Audit
The Azamba team meets with you to go in-depth on how your organization is using CRM to offer suggestions, guidance, and examples of how similar companies utilize their system.
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1,250
3rd Party Add-on Troubleshooting
Covers initial diagnostic and troubleshooting. You most likely will need separate support from 3rd party add-on company.
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Call for Quote
CRM Extensions
OnTrack Sales Hub App for Streamlined Experience
Azamba simplifies the CRM experience by simplifying and refining the Microsoft Dynamics interface to focus on the elements that your company needs.
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EZ Buttons
Speed up your team’s workflow and keep tasks from getting forgotten
With just a couple clicks, your team can now create a case, opportunity, or task, and relevant information automatically populates, all without needing to steer away from the form they’re looking at.
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15/User/Mo
EZ Projects
Streamline your projects from creation to application
- Need a shortcut to track a recurrent routine in CRM?
- Want to create or recreate a multiple task project in just one click?
- Want to finally take your project management from Excel to Dynamics without breaking the bank?
- Need to view tasks by project instead of jumping around from one owner’s task list to another?
Microsoft Dynamics EZ Projects make project sequences easier to create and clearer to manage!
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15/User/Mo
EZ Entry
Enter account, opportunity, and contact information for a new prospect, all from one consolidated form
With EZ Entry, you don’t have to toggle back and forth between three different forms. Instead, combine three or more time consuming steps into one, time saving process!
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15/User/Mo
D365 Essentials Pack
Add-ons that Microsoft forgot to include out of the box!
- Last Activity Date Trackers – See the dates of your last customer touchpoints for Activities, Leads, Opportunities, and Cases.
- Automatic Phone Number Formatter – Standardize how your users enter phone number data.
- Completed Activity Unlocker – Finally be able to reopen a closed Activity to edit or add details.
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15/User/Mo
One-Time Onboarding & Installation Services
Access to OnTrack Flight Plan Website
The Flight Plan Website is our hand-crafted learning system website for Dynamics 365.
The Flight Plan Website contains a step by step guide for training, meetings, and tasks to help get you up and running with Dynamics 365 using our simple, easy to follow structure and methodology.
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Scheduled Training Checkpoints
No matter what plan you pick, OnTrack makes sure you’re implementation is successful.
With our scheduled training checkpoints, you will have the chance to talk to our experts, via GotoMeeting, to make sure you and your team have the knowledge to use CRM effectively.
You will have a checkpoint meeting for your CRM administrator, and a checkpoint meeting your sales team. Meetings are also available for your marketing and customer service teams upon request.
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Scheduled Streamlining Session
Meet with your Success Coach who will walk through and implement visual changes and configurations to your system so that your CRM is best suited for your business’ specific needs.
Basic customers will be provided with materials that will train you to make these changes yourself.
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3 Scheduled Coaching Sessions
Go even more in-depth with your CRM training with our scheduled coaching sessions.
As you use and adapt to your new CRM system, it’s likely you and your team will have questions.
For premium and preferred customers, we schedule out coaching sessions to effectively synchronize with your implementation, and ensure your transition is relaxed and worry-free.
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Dynamics 365 Setup & Configuration
We focus on your setup so you can focus on training.
Included items:
- Configure Dynamics 365 environment – provision instance
- Conduct user and security setup and security assignment
– Blueprint & design – review system settings
– Products and Quotes setup and configuration - Conduct and deploy Outlook integration
- Perform Sharepoint integration
- Offer Industry-specific usage advice
- Assist with deploying streamlined Sales Hub App
- Assist with data migration/import
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Office 365 and Outlook Setup & Configuration
Azamba will set up and configure your integration between Microsoft Dynamics 365 and Outlook, giving you access to use them together from day one.
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Data Migration Import (up to)
If you need to transfer over basic contact information (names, phone numbers, email, address), we will provide a standard template that you can use and assist you with the first import.
Advanced data migration services are also available.
(See our Terms of Service)
10,000 Records
5,000 Records
1,000 Records
Our 100% Money-Back Guarantee
Buy with confidence: If this product is different than what you thought it was from when you purchased it, contact our staff for a refund.
Within 45 days of completion of this project, if you feel that you have not received the full value of the services described within this document, please contact Peter Wolf at 1.312.513.9333 to rectify the situation or to request a refund for the amount that you feel is warranted.
This guarantee is limited to the amount paid for the project services and excludes all software fees. The guarantee does not cover any expenses incurred during the project.
Terms of Service
By signing up for Azamba products and services, you are agreeing to our Terms of Service.
Need help deciding if OnTrack is right for you?
Click below to schedule a free consultation with one of our experts and get a quote!