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CRM Online with Webfortis |
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| Let us be your CRM Online Partner |
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Take advantage of our experience and enjoy the benefits of having it done right.
The first time.
When you decide to partner with both Microsoft and Webfortis by using Microsoft Dynamics
CRM Online, you get the best of both worlds - The comfort and security of having Microsoft
responsible for the delivery of CRM, and the expertise of Webfortis to help you setup, configure
and enhance your implementation.
As a new customer, Webfortis will provide you with up to
4 hours of integration support at no cost.
You can use these hours in any way you prefer, however we recommend 2 hours for data migration and 2 hours for training and configuration.
Be sure to check our other specials for new customers.
Other options include: |
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| Initial Setup: |
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● Microsoft Dynamics CRM Online comes with an initial setup screen, however which options are the right options for my organization?
● There are several different email configuration and tracking options - we'll take the time to review the options and make sure you understand how and why they are different.
● Setting up the Product Catalog (and related Discount and Pricing Lists) can be accomplished in no time with our guidance.
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| Training: |
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From everything to everyday usage which might include how to create a Lead, Account or Contact, to building complex Workflow structures (and everything in between), we can provide you with the expertise you need to easily understand why and how things work.
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| Configuration: |
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Would you like to setup Quotas for your sales people but don't know where or how to do that? (Answer: you need to set and save the fiscal year first...)
Would you like to learn how to quickly and easily create a mail merge, and then
save the merge as an activity within CRM? (Answer: you need to start the mail
merge in Outlook - the IE client doesn't extend this functionality aspect to
mail merges...)
Would you benefit from the creation and usage of Resource Groups, but are not sure where and how to set them up? Is the Service Calendar a mystery?
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| Troubleshooting: |
Is something not working the way you think it should? Does the system seem slow? Are your emails not going out?
We have been working with Microsoft Dynamics CRM since the earliest versions and we have probably seen your very problem before.
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