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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

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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. 

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  • 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) 

 

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:

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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. 

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  • 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:

Deeper Dive into the Dynamics 365 Sales Sherpa Program 

There are 4 main areas covered in a Sherpa Program:

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

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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 

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

• Credentials

• Licensing

• Workspace

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

JourneyTEAM's Solution Partner Designations

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The Destination is Worth The Journey

Schedule a free, no-commitment consultation today.

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