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QuickStart™

Customer Dynamics offers several fixed scope, fixed price QuickStart programs to get you up and running quickly and cost effectively. This allows you to go live with a basic CRM configuration that will deliver tangible results fast. Our standardized QuickStart methodology and project plan, along with our experienced professional services staff will ensure a successful implementation that is on-time and on-budget. 

Fixed Price, Fixed Scope Implementation plans to fit every budget and need

Depending on your needs, Customer Dynamics offers 3 different QuickStart programs, which provide pricing and services flexibility. The QuickStart program uses proven CRM implementation methodology, based on best practices, to deliver tangible CRM results, custom fit to your business in a 30 day timeframe. 

The standardized project plan focuses on contact management and sales automation, so that CRM users can begin working with customer data and quickly gain visibility into their sales trends and forecasts. The goal is to get the customer live quickly with a system that gives them information they never had before. More than ever, companies need to do more with less, and working more efficiently should extend into the world of implementing software

QuickStart Programs
Bronze
Silver
Gold
Project Planning      
Project Planning / Project Kick-Off Meeting
1
l
l
Customized 30 day implementation plan
l
l
l
Customized Statement of Work including deliverables
l
l
l
Dedicated Project Manager
l
l
l
Setup and Configuration      
Rapid Design / Configuration Session ( 2 hour session)
1
2
4
Configure Account screen
l
l
l
Configure Contact screen
l
l
l
Configure Lead Screen
l
l
l
Configure Opportunity Screen
l
l
l
Configure Service Case Screen
l
l
l
New Custom Entities
l
l
l
Custom CRM Workflow / Form JScript
l
2
4
Training      
Customized Training Plan
l
l
l
End User Training Session ( 2 hours)
l
l
l
Sales User Training Session (2 hours)
l
1
2
Administrator / Power User Training ( 2 hours)
1
1
2
Custom Training Session ( 2 hours)
l
l
2
Data Migration      
Flat file, CSV, Excel or Outlook
l
l
l
Goldmine, ACT
l
l
l
Salesforce.Com, Saleslogix, Other
Call
Call
Call
 
$2,595
$3,995
$6,995


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