Quick Launch Blueprint
Powered by Microsoft Dynamics 365
CRM Dynamics an HSO Company has created a solution called “Quick Launch Blueprint” (QLB) specifically designed to introduce your organization to Microsoft Dynamics 365 CRM and quickly realize business benefits at a fraction of the cost of a fully customized CRM implementation.
CRMD-HSO has an extensive wealth of experience in designing custom solutions projects, we realized that by utilizing commonly used requested elements, we could reduce the amount of time it takes to implement CRM solutions.
Quick Launch Blueprint is built within the Microsoft Dynamics platform and integrates with Outlook (Office 365), Excel, and the rest of the Microsoft Cloud Ecosphere. This provides a 360-degree view of your customers as well as operational control.
Quick Launch Blueprint
Contact & Account Management
QLB can manage all of your contacts and organizations in one system that integrates with Outlook. Track all of your interactions, opportunities, and communications to get a 360-degree view of your customers, suppliers, and anyone you work with.
The Quick Launch Blueprint includes three security access roles for managing users’ access to information in the system; a general access role, a manager role, and a system administrator role. If your company is dealing with confidential information, security roles may be configured to ensure that only those with clearance to see it have access.
QLB helps you manage your sales opportunities to maximize your chances to win more deals. Don’t lose track of potential sales by keeping track of all activities related to each opportunity and properly progress it through your sales funnel.
Reporting and Dashboard
The dashboard provides a consolidated view of all data from across the organization delivering valuable insights into the whole business. Management can see and analyse data, display businesses key performance indicators (KPIs), to assess performance measures and generate actionable insights.
Office 365 Integration
Powered by Dynamics 365, QLB benefits from being integrated with the Office 365 family of software. This includes integration points with Outlook, SharePoint, OneDrive, OneNote.
Workflow automation helps reduce – or even eliminate – the time that needs to be spent on repetitive processes. This means employees spend more time on their primary tasks, make fewer errors (less risk) and become more productive.
Talk to an expert
Most CRM systems are seen as one-size-fits-all. But we have developed the Quick Launch Blueprint as a series of fully compatible upgrades in your path to automating your sales process.