Mountains View JourneyTEAM Dynamics CRM Marketing Sherpa

Deploy Dynamics 365 Marketing with Confidence

Keep Dynamics 365 Marketing implementation costs low, while ensuring successful adoption through the Dynamics 365 Marketing Sherpa Program.

Schedule a demo to gauge the best fit for your team.

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Value & Cost Comparison: The Dynamics 365 Marketing Sherpa Program vs. a Full-service Implementation

What is the Dynamics 365 Marketing Sherpa program?

The Dynamics 365 Marketing Sherpa Program is meant to be a jumpstart to a company’s CRM implementation.

Workshop Sessions to teach Dynamics 365 for Marketing 
Weekly coaching sessions to help your company be successful in a self guided implementation with the focus on: 
- Following best practices 
- Guiding conversations to ensure that each organization is focusing on meeting business objectives 
Weekly open office hours for all Sherpa community participants to ask questions/receive consulting specific to your processes and implementation
- Lead Generation 
- Lead Scoring 
- Form Captures 
- Customer Journey 
- Customer Voice Surveys 
- Transactional Real-time Marketing Customer Journeys 
  - Data driven triggers 
- Integrations 
  - LinkedIn 
  - Facebook 
  - Google Ads 
- Dashboarding (Data Visibility) 
Limit of 6 people per company

How much does the Dynamics 365 Marketing Sherpa Program cost? $12,500

How long does the Dynamics 365 Marketing Sherpa Program last? 6 weeks

What you get: Your team is trained with skills to utilize a Dynamics 365 Marketing to meet your organizations marketing needs.

Interested in talking with a guide?

Click on the button below, fill out the form, and set up an appointment:

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What is a Full-Service
Dynamics 365 Marketing Implementation?

A full-service Dynamics 365 Marketing engagement is completely custom to each company based on your needs.

Full Discovery Assessment and Scope of Work to determine what your company needs/wants to achieve and how Dynamics 365 Marketing is going to get you there 
Business Process Consulting - helping businesses improve their operational efficiency, productivity, profitability, and customer satisfaction by analyzing, designing, and implementing optimized business processes to meet organizational objectives 
JourneyTEAM works with you to deliver a solution that will meet your business objectives 
- Lead Generation 
- Lead Scoring 
- Form Captures 
- Customer Journey 
- Customer Voice Surveys 
- Transactional Real-time Marketing Customer Journeys 
  - Data driven triggers 
- Integrations 
  - LinkedIn 
  - Facebook 
  - Google Ads 
- Dashboarding (Data Visibility)

How much does a Full-service Dynamics 365 Marketing project cost? Projects start at ~$25K

How long does a Full-service Dynamics 365 Marketing implementation last? Completely custom to your timeline needs

What you get: Extensive training and setup to create customized solutions for your unique organization. Your team is equipped to get the most out of your new Dynamics 365 Marketing system.

Interested in a pricing estimate quote?

Click on the button below, fill out the form, and get all your questions answered:

Request an Estimate

Deeper Dive into the Dynamics 365 Marketing Sherpa Program

There are 4 main areas covered in a Sherpa Program:

------------------------------------------------------------------------------ WEEKS 2-6

3. Coaching (Weekly Office Hours)

For this program you'll enjoy one-on-one coaching sessions with your Dynamics 365 Marketing guide. They'll be available to answer questions, provide guidance, and walk through any troubleshooting needs as your team members begin to apply what they have learned in their project work.

The end result: Being able to capture leads and execute marketing campaigns/Customer Journeys that is maintainable by end users. This training is designed for up to 5 participants to attend by each customer.

Coaching Sessions

I'M READY

------------------------ WEEK 1

1. Individualized Project Implementation Planning

Personalized Customer Objectives Planning - "This is where we are going" discussion
- Marketing Plan
Dynamics 365 Marketing Environment Install
Marketing Setup (Installation, licensing, default settings)
Subscription center
Consent/GDPR

I'M READY

Together we work through the below items to ensure that there is a plan for creating and managing individual backlogs, requirements, architecture, integrations, training, and release management. Material and classes to cover all of the necessary/basic features of Dynamics 365 Marketing.

-------------------------------------------------WEEKS 2-5

2. Directed Workshops

Group Training Sessions

Your Dynamics 3 Marketing Sherpa Guide will schedule weekly workshops. These are group classes attended by multiple companies with both expert and peer support. Limit of 6 people per company.

Topics will include:

Segments
- Subscription Lists vs Marketing Lists
- Segmentation and Contact Data Management
Images/Assets
Marketing Emails, SMS, Social Posts
Email Templates
Customer Journey
Form Captures
Tracking Scripts
Analytics/Insights
Customer Voice
Security

I'M READY

-------------------------------------------------------------------------------------------------------------------- WEEK 6

4. Best Practices Assessment

At the end of the Dynamics 365 Marketing Sherpa Program, we'll provide you with an assessment of your current environment and a checklist of best practices for you to follow as you continued in your journey for your future success.

Collaboration (Teams)
Data Management: Advanced Find, Excel Exports, Data Import & Export Training 
Go-live

Project Wrap-up Meeting and Presentation of the Best Practices Assessment

Best Practices

Accomplishments

Recommendations

I'M READY

What our customers have to say

"The Sherpa program almost immediately set us at the right comfort level to make this big change in our organization. It was not the elephant that we made it out to be."

– Christa Hauenstein, REMA Tip Top