Fast-Track Your Sales Success with Dynamics 365 | OnActuate

Fast-Track Your Sales Success
with Dynamics 365

Looking for a single platform to manage customer relationships, automate sales processes, and gain actionable insights into your sales performance?

Introducing OnActuate Microsoft Dynamics 365 Sales Accelerators

A swift, efficient implementation of a cloud-based CRM available at three levels depending on your needs.

Microsoft Dynamics 365 Sales is a cloud-based customer relationship management (CRM) system that centralizes customer management, automates sales tasks, and provides valuable insights. OnActuate’s Microsoft Dynamics 365 Sales Accelerators accelerate your sales transformation and guarantee a successful deployment with three predefined implementation scopes that include comprehensive training and robust user support.

D365 Sales Accelerator Packages

With OnActuate service packages, you’ll benefit from working with a certified Microsoft partner with extensive business applications experience and a process-centric approach, ensuring project success.

Basic:
2 weeks

Designed for sales team with a small or non-existent CRM system.

Package includes:
Contact & Account management
Lead to opportunity business process flow
Activity tracking
Outlook integration
Data conversion templates

Advanced:
6 weeks

Suited for growing businesses looking to increase CRM adoption and optimize performance.

Package everything in Basic, plus:
Email templates configuration
Increased checkpoint calls
Security roles configuration
Admin training

Expert:
10 weeks

Enables large sales teams with complex sales processes to design and implement a powerful CRM system with automation and AI-driven insights.

Package everything in Advanced, plus:
SharePoint integration
Sales Copilot setup
Enhanced support for data migration
Increased hours for go-live support

For more information about how to transform
your sales processes with OnActuate:

Our website uses cookies to personalize and enhance your experience and improve the delivery of information to you. By clicking "Accept", you agree to our use of cookies. Click “Learn more” to read our Privacy Policy