SMBs are taking a hard look at CRM Online. But implementing the solution seems complicated. The initial deployment requires knowledge of Dynamics CRM, something small businesses often lack. SherWeb helps you reduce the time to onboard your business on CRM and see an ROI faster, thanks to its RapidStart CRM quick deployment service.
Can you predict the total cost of your CRM deployment? Nobody likes to invest blindly in a solution. That’s why we offer a fixed cost deployment for SMBs.
A CRM deployment doesn’t have to be complicated. SherWeb listens to your needs and makes sure you get the right solution.
Quickly onboard users with the Integrated Training System. This means your team will be fully enabled to use CRM as soon as the deployment is ready.
Once the CRM Online licenses are provisioned and your account is ready, we’ll install the RapidStart CRM, Integrated Training and Insights add-ons. Then we’ll start the deployment of your Dynamics CRM Online environment.
Entities and Fields
Every business is different. In this step, your CRM entities will be customized for your business needs. There are many fields in CRM Online, often more than you need. We edit your entities to keep only the relevant fields and organize the information for a seamless experience.
One of the unique features of Dynamics CRM Online is the Guided Process bar. It’s located above the Leads & Opportunities records and provides users a clear path of their next steps. We’ll customize the process to fit your business logic.
Different roles mean different permissions! We set up the different accesses to identify what your teams can and cannot do and see in CRM.
We use Custom Import Templates to import existing data for leads, contacts and accounts. You will fill out Excel files to map your current data to the new records.
Your team is ready to leverage Dynamics CRM Online! Your environment is customized, your data is already imported, and your users are created.
Our partner program offers MSPs, VARs and IT consultants the flexibility they need to run their business and benefit from the industry-leading IT services their customers need and want.