Capito

Dynamics 365 Sales and Marketing - Fast Track CRM

Our Cloud Consultancy service is available to provide you an accelerated quick and cost-effective approach to implement Microsoft Dynamics 365. We provide technical and management consultancy services designed to enable customers who are new to Dynamics 365 to quickly start using and gaining benefits of this cloud service.

Features

  • Workshop (virtual or on-site) to understand your requirements
  • Tailor-made CRM solution designed by expert consultants
  • Dynamics 365 core functionalities are configured
  • Existing data imported
  • One days of on-site training provided
  • Integration with existing software

Benefits

  • Customer journey automation
  • Lead and Opportunity Management
  • Pipeline Visibility
  • Account and Contact Management
  • Customisable reporting and KPI management
  • Email marketing
  • Events Management
  • Forms and Surveys

Pricing

£12,500 a unit

  • Education pricing available

Service documents

Request an accessible format
If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at DigitalMarketplace@capito.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 12

Service ID

7 1 0 1 3 3 2 2 8 6 9 1 6 4 1

Contact

Capito Rachael Millar
Telephone: 01506 460 300
Email: DigitalMarketplace@capito.co.uk

Planning

Planning service
Yes
How the planning service works
Moving to the Dynamics 365 CRM can be complex and many find they do not have the knowledge and expertise they need to get started. Capito helps organisations to looking to get started quickly Dynamics 365 with our Fast Track CRM.

As part of our Fast Track CRM we give you access to our cloud experts who understand both cloud and traditional IT.

Typically, Fast Track projects can be delivered from 14 days after the initial requirements gathering meeting.

Clients are encouraged to plan subsequent phases to deliver additional maturity. The project is designed to match the pace of change that can be embraced by the business.

The Fast Track CRM process involves are number of stages :

1. Requirements gathering
2. Review and agree scope
3. Project build
4. Data import
5. User acceptance training
6. System training
7. Go live!
Planning service works with specific services
Yes
Hosting or software services the planning service works with
Microsoft Dynamics 365

Training

Training service provided
Yes
How the training service works
End User Training will be provided on a one to one or one to may basis depending on customer requirements
Training is tied to specific services
Yes
Services the training service works with
Dynamics 365

Setup and migration

Setup or migration service available
Yes
How the setup or migration service works
Capito cloud experts will work closely with you to understand your requirements and business needs and create a tailor-made CRM solution for review and approval.

Capito will assist you re-evaluate your company’s core processes to better align with your new Dynamics 365 software.
Setup or migration service is for specific cloud services
Yes
List of supported services
Microsoft Dynamics 365

Quality assurance and performance testing

Quality assurance and performance testing service
Yes
How the quality assurance and performance testing works
Capito is a fully certified ISO/IEC 27001:2013, ISO 9001:2008, Prince II and ITIL practitioner. We will use our certified ISO/IEC 27001:2013 Security and ISO 9001:2015 Quality procedures, ITIL framework and Prince II project management methodologies for this requirement.

Security testing

Security services
No

Ongoing support

Ongoing support service
Yes
Types of service supported
  • Buyer hosting or software
  • Hosting or software provided by your organisation
  • Hosting or software provided by a third-party organisation
How the support service works
Capito Service Desk provides support for Windows 10, Office 365 and Azure.

Service scope

Service constraints
No Constraints

User support

Email or online ticketing support
Yes, at extra cost
Support response times
Support response times

Depending on the priority allocated to the questions/incident we will respond within a pre-defined SLA as per our service catalogue.
User can manage status and priority of support tickets

Yes
Online ticketing support accessibility

WCAG 2.1 AA or EN 301 549
User can manage status and priority of support tickets
No
Phone support
Yes
Phone support availability
9 to 5 (UK time), Monday to Friday
Web chat support
Web chat
Web chat support availability
9 to 5 (UK time), 7 days a week
Web chat support accessibility standard
WCAG 2.1 AA or EN 301 549
Web chat accessibility testing
Tbc
Support levels
Our support teams are available 24/7 to respond to alerts, take calls, make decisions and act to ensure that your services are operating effectively every second of the day.

The support desk is accredited to ISO20000-2011 and ISO27001-2013 standards and brings together 250 technical operations staff employed to cover everything with a guaranteed qualified engineering response within 15 minutes of notice.

Effective Account Management plays a central and fundamental part in the successful delivery of services to Capito’s customers. Capito has a unique account management structure that consists of:

• Business Development Manager
• Account Manager
• Internal Account Manager
• Pre-Sales
• Sales Support
• Bid Management
• Service Deliver Manager

The Capito structure allows for good management, with no single point of failure and frequent customer contact.

Resellers

Supplier type
Reseller providing extra support
Organisation whose services are being resold
Microsoft Dynamics 365

Staff security

Staff security clearance
Other security clearance
Government security clearance
Up to Security Clearance (SC)

Pricing

Price
£12,500 a unit
Discount for educational organisations
Yes

Service documents

Request an accessible format
If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at DigitalMarketplace@capito.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.