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QuickStart for Microsoft Dynamics CRM Online

Based on AbleBridge’s proven Implementation Methodology and hundreds of successful CRM implementations, we created “QuickStart” to drive business value from your Microsoft Dynamics CRM Online solution in five days or less.

Designed for medium-sized businesses with fewer than 15 users, “QuickStart” services establish the baseline you need to achieve high user adoption and a more efficient use of your CRM investment..

Deliverables - Day 1 - 5

Phase 1:

  • A one-hour call to outline business requirements and functional expectations
  • A Functional Requirements document outlining proposed configuration changes
  • Microsoft Dynamics CRM Online configuration and customization changes
  • Post-configuration Customer review session
  • Feedback & Customer Change Requests Documented
  • Microsoft Dynamics CRM Online configuration and customization changes
  • AbleBridge and Customer Project Sign-Off

Phase 2:

  • Feedback & Customer Change Requests Documented
  • Microsoft Dynamics CRM Online configuration and customization changes
  • AbleBridge and Customer Project Sign-Off

The “QuickStart” program does not support advanced customizations, data migration, advanced reporting requirements, mobile device configuration, or Outlook client installations. These items will be quoted separately from “QuickStart” services and approved by the customer prior to performing any work.

QuickStart Pricing:

$5995*  (* Plus Travel & Expenses if necessary)

 

Data Migration (Optional):

  • A one-hour call to review customer’s data migration requirements and number of data sources to be migrated
  • Review AbleBridge’s data migration templates for Accounts, Contacts, Notes and discuss timeframe for final data migration.
  • Data sample identified, imported and reviewed with Customer.
  • Final data migration map created, tested and executed.

Data Migration Pricing:

Data Migration is one of the most crucial components for any CRM implementation and is one of AbleBridge’s key strengths. We understand the importance of your data and will help facilitate your data consolidation, definition and migration. AbleBridge has developed “best practices” and custom utilities which will ensure a fast and smooth transition of your data sources into Microsoft CRM Online.

Estimated Data Migration Costs:

Description # of Sources Cost
Data Quality Review & Recommendations N/A $400   
Accounts, Contacts, & Notes Records Import 1 $700  
Post Import Data Quality Review N/A $400  

**Each Data Source represents each unique set of data. For example, if a company has 20 users using their own contact management system that would represent 20 data sources.

**AbleBridge provides standard data migration templates, therefore, if a Customer consolidated all 20 data sources into the provided template that would represent 1 data source.

Contact an AbleBridge Consultant Today!

 

In The News

AbleBridge Receives Microsoft's Gold Partner Status 

 

AbleBridge Announces Advisory Board 

 

AbleBridge selected to Microsoft's CRM SaaS Program

 

CustomerThink article featuring
AbleBridge's "QuickStart"
for Microsoft CRM Online
 

 

TMCnet article featuring AbleBridge

 

Microsoft CRM Online is a "Game Changer" 

 


 

 

"We looked at three companies for our CRM selection and implementation. AbleBridge was the only company that understood our requirements and could clearly demonstrate the value that the new system would have to our business."

 

- Partner – Elm Street Financial

 


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