SMBs are taking a hard look at CRM Solutions. But implementing them seems complicated. The initial deployment requires knowledge of Dynamics 365, something small businesses often lack. SherWeb helps you reduce the time to onboard your business on Dynamics CRM and see a ROI faster, thanks to its Turnkey Solutions with predefined scope of work.
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 Integrated or On-Demand Trainings. This means your team will be fully enabled to use CRM as soon as the deployment is ready.
Once the Dynamics 365 licenses are provisioned and your account is ready, we’ll start the configuration of your Dynamics 365 Sales environment. You will be asked to fill in wizards and questionnaire to customize Dynamics 365 for your business.
>Every business is different. In this step, your CRM entities will be customized for your business needs. There are many fields in Dynamics 365 Sales, 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 365 Sales 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 Dynamics 365 Sales
We use Custom Import Templates to import existing data for leads, opportunities, 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 365 Sales! Your environment is customized, your data is already imported, and your users are created.
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