Quick Launch Blueprint Webinar: The Fastest Way to Adopt a CRM
Join CRM Dynamics for this free informational webinar on our Quick Launch Blueprint and learn how this solution is the fastest and most cost-effective way to adopt a CRM. Specifically designed to introduce your organization to Microsoft D365, Quick Launch Blueprint has a rapid turn-around time and powerful impact on day-to-day business operations. Quick Launch Blueprint was born from more than 25 years of experience in the CRM industry, primarily focused on the Microsoft Dynamics 365 platform. The process and implementation in Quick Launch Blueprint (QLB) leverages experiences on more than 100+ projects. We utilize features that each organization requires to be more effective and efficient. The objective is to make this a tool that will evolve with you as your business grows. In this session our expert will guide you through: 1. Contact & Account Management: Quick Launch Blueprint is able to manage all of your contacts and organizations in one system that integrates with Outlook. Track all of your interactions, opportunities and communications to get a 360-degree view of your customers, suppliers, and anyone you work with.
2. Opportunity Management: See how Quick Launch Blueprint helps you manage your sales opportunities to maximize your chances to win more deals. Don’t lose track of potential sales by keeping track of all activities related to each opportunity and properly progress it through your sales funnel.
3. Case Management: Help give your customers excellent service by managing your cases in QLB. Make sure cases are properly documented and followed up to ensure customer satisfaction.
4. Security: Learn about QLB’s three security access roles for managing users’ access to information in the system; a general access role, a manager role and a system administrator role. If your company is dealing with confidential information, security roles may be configured to ensure that only those with clearance to see it have access. And much more! This webinar will help you understand the value of Quick Launch Blueprint as a powerful, proven business solution that will provide you with a positive return on investment without having to empty your pockets. https://www.youtube.com/watch?v=OQeBgc3MJNE