Specifically designed to introduce your organization to Microsoft Dynamics 365 with rapid turn around time and little impact on day-to-day business operations. The process and implementation methods of Quick Launch Blueprint (QLB) leverages experiences on over 150 projects. Our wealth of experience in designing custom projects allows us to utilize commonly requested elements, reducing the time it takes to implement Dynamics 365. Our objective is to always make Dynamics 365 a tool that is scalable and will grow with you as your organization evolves.
CONTACT & ACCOUNT MANAGEMENT
QLB is able to manage all of your contacts and organizations in one system that integrates with Outlook. Track all of your interactions, opportunities and communications in order to get a 360 degree view of your customers, suppliers, and anyone you work with.
Help give your customers excellent service by managing your cases in QLB. Make sure cases are properly documented and followed up to ensure customer satisfaction.
As a North American company, our design is fully functional in English, French and Spanish. The only translation work needed will be if you require customized fields. By utilizing our pre-designed bilingual templates, we will save valuable time and money in getting your system live.
SALES Opportunity Management
QLB helps you manage your sales opportunities to maximize your chances to win more deals. Don’t lose track of potential sales by keeping track of all activities related to each opportunity and properly progress it through your sales funnel.
QLB includes three security access roles for managing users’ access to information in the system. If your organization is dealing with confidential information, we can ensure that only those with clearance to see it have access.
Powered by Dynamics 365, QLB benefits from being integrated with the Office 365 family of software. This includes integration points with Outlook, SharePoint, OneDrive, OneNote.