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Are you struggling to manage sales through spreadsheets or Outlook? Do you have disconnected islands of data that impede productivity?

Optrua's Dynamics 365 QuickStart package offers a comprehensive, end-to-end implementation service that ensures a smooth and seamless transition to Dynamics 365 Sales. Our rapid 90-day approach to work smarter, become more efficient, minimize risk, and control costs with Dynamics 365 CRM.

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Optrua Care Plans

CRM: What's the point?

Optrua's Dynamics 365 QuickStart package offers a comprehensive, end-to-end implementation service that ensures a smooth and seamless transition to Dynamics 365 Sales. Our rapid 90-day approach to work smarter, become more efficient, minimize risk, and control costs with Dynamics 365 CRM.

Small business leaders know that having control of business outcomes makes a big difference in business growth or … stagnation. You understand that centralized data is essential to make informed decisions and control outcomes.

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You cannot accurately gauge productivity and effectiveness without visibility into employee activities and performance metrics. The result is underperformance and missed targets.

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Manually tracking customer interactions, sales processes, and follow-ups can be overwhelming, producing costly errors and time-consuming inefficiencies. Some additional problems include:

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Mis-Handling Leads

Leads are the lifeblood of any small business. Manual lead tracking is slow and prone to errors, which leads to lost sales opportunities and revenue.

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Reactive, Not Proactive

Without visibility, business leaders fly blind and merely react to issues that prevent proactive decisions - increasing the risk of missed opportunities and strategic missteps.

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Clunky Sales Processes

Without visibility, business leaders fly blind and merely react to issues that prevent proactive decisions - increasing the risk of missed opportunities and strategic missteps.

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Compliance and Security Risks

Managing customer data by hand can lead to compliance issues and security risks. Without proper data management, businesses are vulnerable to breaches and regulatory fines.

The absence of a well-functioning CRM can result in operational chaos.

How are you holding up?

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  • Lead Management: New leads are visible and automatically assigned.

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  • Sales Processes Efficiency: Modern sales tools help improve your sales team's effectiveness - they spend less time doing admin tasks and more time closing deals.

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  • Enhanced Visibility: Real-time data accurately reflects how the business runs, enabling proactive decision-making and reducing the risk of missed opportunities and strategic errors.

  • Customer Retention: Effective customer management reduces churn rates, retains valuable customers, and contributes to sustained revenue growth.

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  • Compliance and Security: Managing and securing centralized data mitigates compliance issues and security risks, protecting the business from potential breaches and regulatory fines

With a new CRM system, you can benefit from:

As you consider the next steps, it's essential to have a partner who can guide you through this journey. Optrua can provide the expertise and support needed to help you succeed.

Transform Sales in 90 Days

Optrua's Dynamics 365 QuickStart package offers a comprehensive, end-to-end implementation service that ensures a smooth and seamless transition to Dynamics 365 Sales.

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Here are the highlights of the Optrua QuickStart Program:

  • Affordable Pricing: Prices start at $3,995 per month (3-month minimum commitment).

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  • Rapid Deployment: Get Sales live in just 30 days, ensuring your team starts benefiting from your new CRM.

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  • Comprehensive Support: The next 60 days focus on training, change management, user support, and further enhancements. Think of this as training wheels—we want to make sure you're comfortable operating before we step back.

  • Iterative Approach: Our program is unique because we get you live quickly, then spend additional time ensuring everything works the way you want.

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  • Extended Support: You can extend monthly support and enhancements with an Optrua Care plan, ensuring continuous improvement and assistance.

This comprehensive approach ensures that you get up and running quickly and have the support you need to optimize your system and drive business growth.

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Experience the Optrua Advantage

Take the next step towards transforming your business with Dynamics 365. With Optrua's QuickStart package, you can drive sustained growth. Our expertise and commitment to your success ensure that you have a trusted partner every step of the way.

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