Rapid Rollout Package
Ready Business Management Systems’ Rapid Rollout Package is intended to help the customers get their hands on CRM quickly and is often used as a starting point for a larger implementation. It is regarded as its own separate project from the larger implementation.
This is done to give customers a chance to get the CRM basics implemented and get end users familiar with the system. In addition, this helps communication between Ready BMS and the customer due to the customer having a sort of familiarity with the Dynamics CRM product. It is also beneficial to company decision makers as a low-cost proof of concept that can be reflected on internally before moving onto the next stage. It is recommended that this package be applied prior to any implementation if possible.
The Rapid Rollout Package uses hosted CRM
and includes:
- Modifications to Contact, Accounts, Marketing Lists and Activity Tracking
- Custom Contact List and Overview Report
- Up to 10 Customized Fields
- One file upload for Data Migration
- CRM Workstation Installation Guide
- One Custom 2-hour Training Session
- Custom Rapid Rollout User Guide (PDF)
- One 1-Day CRM Discovery Session to discuss future Options
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