Microsoft Dynamics 365 OnTrack CRM Success System

ontrack crm success system is crm support, addons, implementation, customization, and training

Proven structured methodology for successful CRM adoption – 100% Money-back Guarantee

What will OnTrack for Microsoft Dynamics 365 Sales do for my company?

  1. OnTrack for Microsoft Dynamics 365 Sales helps you get up-and-running with CRM successfully in the shortest time possible.

  2. 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

“It’s rare that you find a company that is exactly what you need right when you need it. That kind of fortuitous contact doesn’t happen that often. Azamba is one of those, and I can count on one hand the number of companies I’ve had that kind of kinship with. I look forward to every interaction with Azamba.”

– Jared Grigg

“Azamba impressed AMD with an organized, customer-focused, and highly responsive process and OnTrack plan for onboarding and educating employees. ”

– David Triglia

“We got referred to Azamba, had that initial discussion, and felt comfortable right from the start.We were able to negotiate the level of implementation and support we needed at the price we needed.”

– Amanda Caspers

ontrack onboard flightplan screenshot

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.

Ontrack-for-Microsoft-Dynamics-365-CRM-opportunity

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
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      Ontrack-for-Microsoft-Dynamics-365-CRM-microsoft-teams

      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.
      Ontrack-for-Microsoft-Dynamics-365-CRM-azamba-staff

      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.

      training interface screenshot

      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

      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.

      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.

      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.

      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.

      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.

      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.

      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.

      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!

      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!

      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.

      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.

      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.

      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.

      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.

      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

      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.

      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

      custom business process flow microsoft dynamics 365

      Our 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!