Dynamics 365 Sales Implementation Packages

We have designed our packages based on our experience working with organizations of all sizes who are looking for a defined scope and cost.

Sales Base:1-Day Implementation

Our Base Implementation package is perfect for organizations that are interested in handling the implementation on their own and have previous experience configuring CRM systems in the Cloud.

$500

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Sales Standard:2-Week Implementation

Perfect for organizations with a knowledgeable Marketing employee with experience implementing CRM systems in the past and only needs assistance to complete the initial setup and minimal guidance.

$4,000

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Sales Preferred:6-Week Implementation

Perfect for organizations with a senior level Sales or Marketing employee who has implemented CRM solutions and only needs to complete the initial setup of Dynamics 365 for Sales.

$8,000

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LinkedIn Sales Navigator:1-Day Implementation

PointDrive is a new way to engage buyers using LinkedIn Sales Navigator, powered by Marketing Monarchs.

$1,995

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LinkedIn Sales Navigator Std:4-Week Implementation

PointDrive is a new way to engage buyers using LinkedIn Sales Navigator, powered by Marketing Monarchs.

$3,995

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Sales Base: 1-Day Implementation

Our Base Implementation package is perfect for organizations that are interested in handling the implementation on their own and have previous experience configuring CRM systems in the Cloud.

We will guide the client to create a proper foundation of Dynamics 365 for Sales as follows:

Deliverables

  • Activate and provision Dynamics 365 for Sales environment (D365)
  • License, configure, and assign security rights (first 5 users) for D365 users*Configuration of Insights by Inside View, if applicable
  • Configure Exchange Online integration in D365 using Microsoft Dynamics App for Outlook loaded by customer, if applicable (one email account per user)
  • Configure SharePoint Online integration with Account Entity in D365, if applicable

Assumptions

  • Exchange Online or Exchange Server required for Outlook integration
  • BCS must be the digital partner of record and the Cloud Solution Provider with Microsoft for licensing
  • Up to 5 users (additional scope required for more users)
  • This offer does not include system analysis, fit/gap process, system modifications or integrations but are available if requested for additional fees.
  • Dynamics 365 for Sales licensing required

$500

Purchase

Sales Standard: 2-Week Implementation

Perfect for organizations with a knowledgeable Marketing employee with experience implementing CRM systems in the past and only needs assistance to complete the initial setup and minimal guidance.

We will guide you to create a proper foundation of Dynamics 365 for Sales as follows:

Deliverables

  • Activate and provision Dynamics 365 for Sales environment (D365)
  • License, configure, and assign security rights for D365 users (first 10 users)
  • Configure Exchange Online integration in D365 using Microsoft Dynamics App for Outlook loaded by customer, if applicable (one email account per user)
  • Activate and configure Insights by Inside View
  • Configure SharePoint Online integration with Account Entity in D365, if applicable
  • Add up to 10 custom fields within the solution
  • Review and conduct training workshop on Business Process Flows (one Business Process Flow for Opportunity with up to 8 stages and 5 tasks delivered) – one session, up to 2 hours total
  • Deliver two client on-boarding and adoption training sessions to a Power User within your organization – up to 4 hours total
  • Activate D365 Learning Path and provide a BCS approved training guide
  • Provide guidance on how to migrate data from the following systems: Zoho, Insightly, Act, Salesforce

Assumptions

  • Exchange Online or Exchange Server required for Outlook integration
  • BCS must be the digital partner of record and the Cloud Solution Provider with Microsoft for licensing
  • Up to 10 users (additional scope required for more users)
  • Customer provides clean data for upload based on standard templates provided by BCS
  • This offer does not include system analysis, fit/gap process, system modifications or integrations but are available if requested for additional fees.
  • Dynamics 365 for Sales licensing required

$4,000

Purchase

Sales Preferred: 6-Week Implementation

Perfect for organizations with a senior level Sales or Marketing employee who has implemented CRM solutions and only needs to complete the initial setup of Dynamics 365 for Sales.

We will guide clients to create a proper foundation of Dynamics 365 for Sales as follows:

Deliverables

  • Activate and provision Dynamics 365 for Sales environment (D365)
  • License, configure, and assign security rights for D365 users (first 25 users)
  • Configure Exchange Online integration in D365 using Microsoft Dynamics App for Outlook loaded by customer, if applicable (one email account per user)
  • Activate and configure Insights by Inside View
  • Configure SharePoint Online integration with Account Entity in D365, if applicable
  • Add up to 30 custom fields within the solution
  • Review and conduct training workshop on Business Process Flows (two Business Process Flows with up to 8 stages and 5 tasks delivered) – one session, up to 2 hours total
  • Deliver two client on-boarding and adoption training sessions to a Power User within your organization – up to 4 hours total
  • Activate D365 Learning Path and provide a BCS approved training guide
  • Provide guidance on how to migrate data from the following systems: Zoho, Insightly, Act, Salesforce
  • Configure D365 off-the-shelf forms, views, charts, reports and a 4-panel dashboard showing standard views
  • Load up to a combined total of 5,000 leads, opportunities, contacts, or accounts
  • Train one Power User within your organization to function as an Administrator – up to 4 hours total

Assumptions

  • Exchange Online or Exchange Server required for Outlook integration
  • BCS must be the digital partner of record and the Cloud Solution Provider with Microsoft for licensing
  • Up to 25 users (additional scope required for more users)
  • Customer provides clean data for upload based on standard templates provided by BCS
  • This offer does not include system analysis, fit/gap process, system modifications or integrations but are available if requested for additional fees.
  • Dynamics 365 for Sales licensing required

$8,000

Purchase

LinkedIn Sales Navigator: 1-Day Implementation

PointDrive is a new way to engage buyers using LinkedIn Sales Navigator, powered by Marketing Monarchs.

Leverage the PointDrive functionality inside LinkedIn Sales Navigator:

Deliverables

  • Business Insights Review *
  • Video training
  • 1 PointDrive Presentation setup included

Assumptions

  • This solution requires Sales Navigator Team edition or above
  • Requires Microsoft Dynamics 2016, 365 or later, online or on-premises

*In this review process, we’ll conduct a high-level snapshot of your key business positioning in terms of value propositions, competitive differentiators, product and solutions alignment, target market focus, and your go-to-market strategies.

The goal of this review is to identify areas of your business that could benefit greatly from small optimizations and adjustments.

Based on our long-term successful experience, working and consulting in the technology industry, we will deliver insightful suggestions that you can begin implementing immediately.

Optionally, with deeper examination and analysis, we will flush out detailed plans and techniques to validate our thinking and to implement specific actions for you and your organization to undertake.

The end result is a more productive, valuable, effective, and profitable organization.

Not familiar with PointDrive? Visit https://ptdrv.linkedin.com/1nk2fnk to view a sample presentation.

$1,995

Purchase

LinkedIn Sales Navigator Std: 4-Week Implementation

PointDrive is a new way to engage buyers using LinkedIn Sales Navigator, powered by Marketing Monarchs.

Leverage the PointDrive functionality inside LinkedIn Sales Navigator:

Deliverables

  • Business Insights Review *
  • Video training
  • 1 PointDrive Presentation setup included
  • 30 days email support

Assumptions

  • This solution requires Sales Navigator Team edition or above
  • Requires Microsoft Dynamics 2016, 365 or later, online or on-premises. Licensing can be purchased through Bond Consulting Services.

*In this review process, we’ll conduct a high-level snapshot of your key business positioning in terms of value propositions, competitive differentiators, product and solutions alignment, target market focus, and your go-to-market strategies.

The goal of this review is to identify areas of your business that could benefit greatly from small optimizations and adjustments.

Based on our long-term successful experience, working and consulting in the technology industry, we will deliver insightful suggestions that you can begin implementing immediately.

Optionally, with deeper examination and analysis, we will flush out detailed plans and techniques to validate our thinking and to implement specific actions for you and your organization to undertake.

The end result is a more productive, valuable, effective, and profitable organization.

Not familiar with PointDrive? Visit https://ptdrv.linkedin.com/1nk2fnk to view a sample presentation.

$3,995

Purchase