QuickStart™
Fixed Price, Fixed Scope Implementation plans to fit every budget and need
Customer Dynamics offers three different QuickStart programs. Choose the one that suits you best from the list below, or contact Customer Dynamics for a recommendation based on your specific needs and resources.
| QuickStart Programs |
Bronze |
Silver |
Gold |
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| Project Planning |
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| Project Planning / Project Kick-Off Meeting |
• |
• |
• |
| Customized 30 day implementation plan |
• |
• |
• |
| Customized Statement of Work including deliverables |
• |
• |
• |
| Dedicated Project Manager |
• |
• |
• |
| |
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| Setup and Configuration |
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| Rapid Design / Configuration Session (2 hour session) |
1 |
2 |
3 |
| Configure Account Screen |
• |
• |
• |
| Configure Contact Screen |
• |
• |
• |
| Configure Lead Screen |
|
• |
• |
| Configure Opportunity Screen |
|
• |
• |
| Configure Service Case Screen |
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|
• |
| New Custom Entities |
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|
• |
| Custom CRM Workflow / Form JScript |
|
2 |
4 |
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| Training |
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| Customized Training Plan |
● |
● |
● |
| End User Training Session (2 hours) |
● |
● |
● |
| Sales User Training Session (2 hours) |
1
|
1 |
2 |
| Administrator / Power User Training (2 hours) |
|
1 |
2 |
| Custom Training Session (2 hours) |
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|
1 |
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| Data Migration |
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| Flat File, CSV, Excel or Outlook |
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● |
● |
| Goldmine, ACT |
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| Salesforce.com, Saleslogix, Other |
Call |
Call |
Call |
| |
$3595 |
$5995 |
$9995 |
Our QuickStart approach uses proven CRM implementation methodology, based on best practices, to deliver tangible CRM results, custom fit to your business in a 30 day timeframe.
Our standardized project plan focuses on contact management and sales automation, so that your staff can begin working with customer data immediately.
Insights into sales trends and forecasts quickly follow, giving you information you never had before. Greater insight and efficiency lets you do more with less.
We'll customize a plan for your company, and provide it as a fixed scope, fixed price plan -- no surprises.
Setup and configuration can be basic, or we can customize a full range of screens to suit your needs.
Training plans can cover end user and administrator, or up to four custom training sessions plus two administrator or power user sessions and two sales user sessions.
Data migration from Excel or Outlook or other types of files is included in our Silver and Gold plans.
Choose the plan that best fits your needs, or contact Customer Dynamics to discuss the decision with our professional service teams. CRM Made Simple – It’s what we do.