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
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