Ready Steady CRM™

We have a solid experience from strategic and operational sales, marketing and service, and have implemented Microsoft CRM solutions since 2004.

With learnings from many companies and organizations that have been successful with CRM, we now offer Ready Steady CRM focusing on Microsoft Dynamics 365 for Sales, Marketing and Service.

Ready Steady CRM makes your team get started quickly, with support from Stratiteqs CRM specialists. Within 30-60 days you will implement all basic functionality – customized for your sales, marketing and/or service teams. At a fixed price.

Are you ready? We are.

Sales, Marketing and Service

Dynamics 365 contains of a large number of functionalities with endless possibilities.

But it can be difficult to choose the relevant modules, and put it together in the best way.

And this is where Ready Steady CRM comes in – to make it easier och quicker.

Ready Steady CRM

Ready Steady CRM consists of QICK-OFF, QICK-START, Q-PILOT and QICK-BACK.

Go for the main package Q-PILOT directly, or be inspired by QICK-OFF. Want to get to know Dynamics CRM? Select QICK-START.

Already using Dynamics CRM? Revitalize with QICK-BACK, to ensure that the performance goals are met.

QICK-OFF

Inspiration to get an overall picture of CRM capabilities. Discover opportunities based on challenges and future needs.

QICK-START

Get to know Microsoft Dynamics 365 and have a basic setup in a few days, with great support.

Q-PILOT

Approach to get started quickly, with great support, and all basic features in place customized for perfect fit.

QICK-BACK

Revitalize an existing Microsoft Dynamics 365 system, to get the right return on investment.

Walkthrough Topics

Sales

Currency

Define opportunities, quotes and orders in different currencies.

Document Management

Manage your documents like agreements, contracts through a standard SharePoint connection.

GPDR

Define processes to comply to GDPR rules.

Language

Choose your preferred language.

Mobility

Work from any device.

Montoring

Use charts, dashboards and Excel for monitoring and follow up.

Offline Functionality

Work offline when needed.

Outlook Integration

Work with Microsoft Outlook and track e-mail messages, appointments and tasks.

Product Catalog

Define products, product families or bundles and connect to opportunities, quotes, orders and cases.

Sales Process

Work with lead management, opportunity management, quotes and orders.

Security & Roles

See information according to your role.

Targeting

Define goals and work with the goal management standard functionality.

Templates

Use Word, Excel and e-mail templates to support your communication and reporting.

Users & Teams

Define users and roles to be improve collaboration.

Marketing

Buying Personas

Understand customer needs. Fictional users with needs and goals in certain context.

Campaigns

Deliver personalized experiences.
Plan, monitor and improve
communication using omnichannel.

Content

Create and maintain content to entertain, inspire, educate and convince target audience.

Conversion

Move forward. Influence the target group to use ”call to action”.

Customer Journey

Understand customer behavior. Map out and learn how customers interact with touchpoints in omnichannel.

Inbound & Outbound

Earn the customer. Attract customers using content and campaigns.

Lead Handover

Hand over sales ready leads. Make sure marketing and sales never drop a lead.

Lead Nurturing

Share relevant content to prospects over time, helping educate them, build trust and credibility.

Lead Scoring

Score leads based on behavior and demographics to identify ”ready to buy” indivduals and organizations.

Monitoring

Use charts, dashboards and Excel for monitoring and follow up.

Programs

Engage customers. Touching prospects in real time to keep the brand top of mind.

Relevance

Be relevant. Getting the right information, at the right time to the right people.

SEO

Drive traffic and grow visibilty in organic search results to generate traffic to the website.

Target Group

A selection of people with more, or less, similar characterstics.

Service

Contracts & SLA

Define different kind of contracts and service level agreements to be able to serve your customers accordingly.

Document Management

Manage your documents like agreements, contracts through a standard SharePoint connection.

FAQ

Gather recurring questions and information in a FAQ to save time and easily spread knowledge.

GDPR

Define processes to comply to GDPR rules.

Language

Choose your preferred language.

Mobility

Work from any device.

Monitoring

Use charts, dashboards and Excel for monitoring and follow up.

Offline Functionality

Work offline when needed.

Outlook Integration

Work with Microsoft Outlook and track e-mail messages, appointments and tasks.

Routing & Escalation

Set up routing rules and rules for escalation to automate the service process.

Security & Roles

See information according to your role.

Service Process

Work efficiently with case management to improve customer satisfaction.

Templates

Use Word, Excel and e-mail templates to support your communication and reporting.

Users & Teams

Define users and roles to be improve collaboration.

Offering and Pricing

QICK-OFF Sales, Marketing and Service

50.000 SEK

QICK-START Dynamics 365 for Sales

50.000 SEK

Q-PILOT Dynamics 365 for Sales

225.000 SEK

Q-PILOT Dynamics 365 for Service

225.000 SEK

Q-PILOT Dynamics 365 for Sales and Service

295.000 SEK

QICK-BACK Dynamics 365 for Sales

95.000 SEK

Costs for Dynamics CRM licenses, travel and accommodation will be added.

podQast om CRM

Kontaktperson
Elisabeth Doreste

Elisabeth Doreste

CRM Consultant

076-644 70 05

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