Microsoft CRM Implementation Packages


Phase Task  Silver   Gold   Platinum 
Analysis
  Project Management  X   X   X 
  Discovery & Analysis Meeting  X   X   X 
  Summary of Findings  X   X   X 
  Design & Considerations  X   X   X 
  Client Review of Findings  X   X   X 
Configuration - 5 Users
  User Accounts  X   X   X 
  Security  X   X   X 
  Standard System Configuration (baseline)  X   X   X 
  Custom Fields (Advanced Configuration) 30 45 60
  Modify Forms 5 10 15 
  Custom Views 5 10 15 
  Access - MS Outlook for CRM and Web  X X X 
Data Importing    
  Importing of Accounts & Contacts from Excel -  X   X 
Training
  Fundamentals Training  X   X   X 
  Functional Training - SFA or Customer Service -  X   X 
  Functional Training - 2nd Functional Area - -  X 
Technical Support - # Incidences
  Support Issues, Configuration, Access 2 3 5
Advanced Configuration
  Offline Synchronization - -  X 
Advanced Training
  Users, Security & Administration - -  X 
  Data Importing - -  X 
  Template Development - -  X 
Package Price: $ 4,995 $ 7,995 $ 13,995


Additional/Supplemental CRM System Implementation Services
To Add to or Supplement the Packages Above Price
Additional CRM Users (each) $ 395 $ 595 $ 895
Offline Synchronization $ 995
Importing of Accounts & Contacts from MS Excel $ 495
Data Importing of additional Entities (each) $ 395
Implement an additional Functional Area
 - Sales Force Automation or Customer Service (each)		 $ 1,995
Build Entities - Fields & Views (pack of 10) $ 195
  Modify Forms (pack of 5) $ 195    
       
Advanced Training Price
Entity Development & Workflow (max 2 ppl) $ 895
Users, Security & Administration (max 2 ppl) $ 895
Template Development  (max 2 ppl) $ 895
Data Importing (max 5 ppl) $ 895
Training Materials or Books Call