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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

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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:

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:

Deeper Dive into the Dynamics 365 Marketing Sherpa Program 

There are 4 main areas covered in a Sherpa Program:

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

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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 

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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.

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

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The Destination is Worth The Journey

Schedule a free, no-commitment consultation today.

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