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.

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.

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:

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