Excel to CRM Jumpstart for D365 Sales
CRM implementation in 7–9 weeks for a fixed $25,000
Excel to CRM
Move From Spreadsheets to a Scalable Sales System
Many growing sales teams rely on Microsoft Excel to track contacts, deals, and sales activity. While spreadsheets can work early on, they quickly create challenges with visibility, reporting, and collaboration.
The Excel-to-CRM Jumpstart helps organizations transition from spreadsheet-based sales tracking into Microsoft Dynamics 365 Sales, giving teams a structured CRM platform with better pipeline visibility, automation, and reporting.
This fixed-scope engagement focuses on helping your team implement a practical CRM foundation quickly.
Sales Capabilities
What Your Sales Team Gains With D365 Sales As Your CRM
Centralized Customer Data
Manage contacts, accounts, and opportunities in one system.
Structured Sales Pipeline
Track deals through defined stages instead of spreadsheets.
Improved Sales Reporting
Gain visibility into pipeline, forecasts, and sales performance.
CRM Foundation for Growth
Build a scalable platform for future automation and integrations.
CRM Jumpstart
Ready to Move Beyond Spreadsheets?
If your sales team is managing pipeline, contacts, or deals in Excel, it may be time to implement a structured CRM platform designed for growth.
Best Fit
Organizations Ready to Replace Excel With CRM
This offer is designed for organizations that:
- Track sales opportunities in spreadsheets
- Have limited pipeline visibility
- Need better sales reporting and forecasting
- Want to implement Dynamics 365 Sales quickly
- Are introducing CRM for the first time
Common Challenges
Problems Sales Teams Face With Spreadsheet-Based Tracking
Sales teams using spreadsheets often struggle with issues that impact visibility and efficiency.
Disconnected Sales Data
Customer information, deal stages, and activities live in multiple spreadsheets.
Limited Pipeline Visibility
Leadership lacks real-time insight into sales performance.
Manual Reporting
Sales reports require manual updates and consolidation.
Inconsistent Sales Processes
Each rep tracks opportunities differently.
Key Phases of the Implementation Project
How the Excel-to-CRM Jumpstart Works
This 7–9 week engagement follows a structured implementation approach designed to help teams transition smoothly from spreadsheets into Dynamics 365 Sales.
Discovery
Dynamics 365 Sales configuration
Data migration preparation
Go-Live Planning and Testing
Training and Adoption Support
CRM Jumpstart
Start Your Excel-to-CRM Transition
The Excel-to-CRM Jumpstart is a fixed-scope implementation designed for organizations ready to move beyond spreadsheets and implement Dynamics 365 Sales quickly and effectively.
The Excel-to-CRM Jumpstart is a $25,000 fixed-price engagement designed to help teams implement Dynamics 365 Sales in as little as 7–9 weeks.
Turning Microsoft Technology Into Business Results
A Practical Approach to Microsoft Business Solutions
Why Bond Consulting Services (BCS)
Bond Consulting Services helps organizations get more value from Microsoft Dynamics and Microsoft Cloud technologies through practical, results-focused advisory and implementation services.
Our team works with growing organizations to design, implement, and optimize solutions across Dynamics 365, Business Central, CRM, Power BI, and marketing automation platforms.
GET THE ANSWERS YOU NEED
Excel to CRM Jumpstart - FAQs
How long does the Excel-to-CRM Jumpstart take?
The engagement typically runs between 7 and 9 weeks depending on preparation, data readiness, and user availability.
What CRM platform is implemented in this engagement?
The Jumpstart uses Microsoft Dynamics 365 Sales as the CRM platform.
How many users are included in the Jumpstart?
This package is designed for up to 10 users. Additional users may require expanded scope.
Does this include integrations or custom development?
This offer focuses on core CRM configuration. Additional integrations, customizations, or system analysis can be scoped separately.
