Infographic depicting how to implement Microsoft Dynamics CRM with a fast track to value with predictable, low monthly payments. Demonstrates how Preact's Instant CRM package is used by sales teams to deploy CRM and shares examples of the frequent benefits gained within 12 months. Visit www.preact.co.uk to learn more.

1. Week 4
Month 1
Quarter 1
Week 3
Week 1
Week 2
Day 1
Quarter 2
Quarter 4
Year 1
Quarter 3
Year 2 & Beyond
CRM is launched! The sales team
begin entering details of their new
leads and sales opportunities into
Microsoft Dynamics.
Contoso use an allocation of their
CRM managed service hours for
Preact’s technicians to import their
existing data and fine tune their
database layout and fields.
Additional managed service time
is applied to integrate Sharepoint
enabling existing document libraries
to be linked to CRM accounts.
Preact provision Contoso’s
CRM database in the cloud
on the Office 365 platform.
Preact applies its sales optimised
CRM template giving Contoso a base
build that is immediately relevant
requiring minimal customisation.
A Year in the Life of CRM
CRM is integrated with Outlook
enabling all users to track emails with
their opportunities and contacts.
Preact’s support team are on-hand
to answer user questions and
resolve any CRM issues.
Julie applies knowledge gained
from the administrator session to
refine their CRM security settings
in order to enforce the correct
user permissions.
Contoso’s sales manager, Julie,
attends a free Preact CRM administrator
training session to understand the
main steps for managing their
Microsoft Dynamics system.
The entire sales team are now using
Microsoft Dynamics monitoring and
evaluating their sales opportunities
in CRM and collaborating with
shared calendars.
Preact has resolved 15 CRM support
cases logged by Julie and her team in
the first month since their Microsoft
Dynamics implementation.
Quick wins have been achieved by
reducing the time spent on sales
admin tasks across the team.
Contoso’s sales team is growing!
Two new members join and attend
one of Preact’s free introductory
Microsoft Dynamics training sessions.
Preact meet with Julie and members
of her team to review CRM progress
to date, provide guidance and agree
on next action steps.
CRM has been embraced by the
Contoso’s sales team and the
system is now the ‘one truth’ for
all sales information.
Following its early successful deployment, Contoso plan
to use their updated bank of CRM hours to further develop
Microsoft Dynamics that will include:
The sales team are using the CRM
sales pipeline to see what stage their
deals are at enabling them to focusing
their time more effectively on the
opportunities that need attention.
CRM data is now used as the basis for
discussions about all sales activity and
pipelines during monthly sales meetings.
Microsoft releases a new CRM update
that is applied to Contoso’s cloud
database. Julie is keen to implement
one of the new features and instructs
Preact to configure this.
The sales team meet to review CRM
progress and agree further proposed
changes to the database.
Contoso’s sales team are recording
more information about closed and
won opportunities, and using this
intelligence to grow their business.
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Value with CRM for a Low, Predictable Monthly Cost
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Contoso sign up to Microsoft
Dynamics with Preact’s
Instant CRM package which
includes a managed service
agreement that combines
phone support and CRM
consultancy hours.
Some managed service hours are
drawn for Preact to deliver a remote
‘floorwalk’ to respond to user issues
and answer specific CRM questions.
Based on user requests, Julie
quickly adjusts one of the CRM sales
workflows using more of the insight
gained from the recent training.
Contoso’s sales team attend a free
Microsoft Dynamics web training
session presented by Preact that
provides an introduction to the
main CRM navigation, features
and processes.
A mid-sized company, Contoso, wants to
implement a new CRM system that will
support their sales team of 8 people.
The team aims to increase their win rate,
reduce their cost of selling, and to gain
a more accurate understanding of their
sales pipeline at any time.
Sales Team Objectives:
Increase wins Reduce costs Gain understanding
Sales manager, Julie is gaining
greater insight to understand how
many opportunities are being
created each week and the source
of new leads.
Contoso deploy the Microsoft
Dynamics mobile apps empowering
their sales force to monitor and
update their deals wherever they work.
Work is carried out to adjust CRM
real-time dashboards, user views
and mobile forms.
Additional sales reporting is available
to Julie and Contoso’s management
team by connecting CRM with Power BI.
A portion of managed service hours are
allocated for Preact’s consultants to
design a series of Power BI dashboards
that deliver further actionable insight.
To provide more CRM knowledge
transfer, Preact deliver an onsite
bespoke training session covering
more CRM functions and processes
that will help the team use Dynamics
to manage their products and quotes.
Integrating their email
marketing with CRM.
Automating order processes by
connecting CRM with Contoso’s
accounting system.
Configuring CRM to work with
Contoso’s social accounts.
Deploying Microsoft Dynamics to
Contoso’s service team to manage
their customer support cases and
agreements when their existing
platform expires.
Configuring automated email
nurture campaigns.
In total 25 CRM support cases have
been resolved by Preact in response
to user questions and reported
issues since implementation.
Julie is able to prepare for Contoso’s
management meetings more quickly
thanks to real-time sales data that her
team have entered in CRM, and use
this to share more insight with the
organisation’s senior management.