Mountain View JourneyTEAM Dynamics CRM Marketing Sherpa

Deploy Dynamics 365 Sales with Confidence

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

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

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

What is the Dynamics 365 Sales Sherpa program?

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

Workshop Sessions to teach Dynamics 365 Administration Basics.
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
- Discussing Adoption and change management strategies
Weekly open office hours for all Sherpa community participants to ask questions/receive consulting specific to your processes and implementation.
- Customizable solution based on your business needs
  - Collaboration
    - Outlook
    - Teams
  - Integration
    - SharePoint
    - Dynamics Business Central/ERP
    - 3rd Party Integrations
  - Dashboarding (Data Visibility)
Limit of 6 people per company

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

How long does the Dynamics CRM Sales Sherpa Program last? 6 weeks

What you get: Your team is trained with the skills to lightly tailor an out-of-the-box Dynamics 365 Sales implementation to fit your organization's needs.

Interested in talking with a guide?

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

Talk to a Guide

What is a Full-Service
Dynamics 365 Sales Implementation?

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

Full Discovery Assessment and Scope of Work to determine what your company needs and wants to achieve and how Dynamics 365 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 shape and build your future at speed and scale, delivering continual proof of value to your business, so you can reimagine and reinvent with confidence and purpose:
- This could be an out-of-the-box OR a completely custom implementation
  - Sales Business Processes & Automation that are tailored to fit and enable you to grow (Lead to Order)
  - Collateral (Products & Price Lists)
  - Collaboration
    - Outlook
    - Teams
  - Integration
    - SharePoint
    - Dynamics Business Central/ERP
    - 3rd Party Integrations
  - Dashboarding (Data Visibility)
  - User/Customer Experience
    - Model Driven/Canvas Apps
    - Power Apps Portal
Release Management
- Adoption and Change Management
- UAT & Testing
- Go-live Support

How much does a Full-service Dynamics 365 Sales project cost? Projects start at ~$59K

How long does a Full-service Dynamics 365 Sales implementation last? Completely customized to you

What you get: Your organization has a Dynamics 365 Sales implementation that is custom tailored to your requirements, and your team is trained to know how to use it.

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 Sales Sherpa Program

There are 4 main areas covered in a Sherpa Program:

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

3. Coaching (Weekly Office Hours)

For the next six weeks, you'll enjoy weekly coaching sessions with your Dynamics 365 Sales Sherpa 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.

Coaching Sessions

I'M READY

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

1. Discovery & Environmental Setup

Your Dynamics 365 Sales Sherpa guide will meet with your team and gain understanding of your current environment:

• Brief explanation for the use of Sandbox and Production environments
• Best practices when using multiple environments

Your guide will also assist your team members in setting up the proper:

• Credentials

• Licensing

• Workspace

I'M READY

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

2. Group Training

Group Training Sessions

Your Dynamics 365 Sales Sherpa Guide will schedule training sessions to teach the basics and best practices of Dynamics CRM Sales. Limit of 6 people per company.

Topics will include:

Basic solution management in the Power Platform
Sales Process and Model-Driven Apps
Customer Management
Lead & Opportunity Configuration
Sales Business Process Flow Configuration
Business Rules and Security
Collaboration Features
Data Management

I'M READY

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

4. Best Practices Assessment

At the end of the Dynamics 365 Sales Sherpa Program, we'll help you go-live. We'll provide you with an assessment of your current environment and a checklist of best practices for you to follow as you push solutions to production environment to begin using your customized CRM System. You will have Q&A time to ask your guides any outstanding questions you may have during user adoption.

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

Best Practices

Accomplishments

Recommendations

I'M READY

What Our Customers Have to Say

“We continue to be impressed by your high level of customer service and expertise. Partnering with JourneyTEAM has definitely alleviated some of the stress surrounding our project and the timeline.”

– Jennifer Wadley, Acumera