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Microsoft Dynamics 365 CRM - Simplified
Easy to Start
Easy to Grow
Our targeted Microsoft Dynamics 365 CRM solutions offer a clean, simple look to keep you focused on what matters most.
Problems? We Help You Solve Them!
Do you feel Scattered?
Too Many Repetitive Tasks?
Experiencing paperwork pains?
You're feeling overwhelmed?
Lacking Team Communication?
QuickBooks Double Data Entry?
Poor Email Interactions?
Need Better Analytics?
Do You Feel Scattered?
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You have client information in spreadsheets, important data stuck in your email, sticky notes in your car, and you wish it was all in just one magical place.
Get Organized!
Keep your client, vendor, and competitor information in one easily accesible, highly searchable location.
Effortlessly convert emails into leads and conveniently track customer communication across platforms.
Take notes, instantly share vital information, and share documents, even from your phone on the go!
Too Many Repetitive Tasks?
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You loathe typing information more than once, manually qualifying leads, and keeping track of customer trends. You have better things to do after all.
Get Streamlined!
Your CRM solution shares data with QuickBooks, Outlook and Marketing tools so you only enter info once.
Use process flows so the system automatically moves Opportunities forward, qualifies Leads, and sends email reminders.
Keep track of valuable customer needs and trends so you can create a loyal relationship with your customers.
Experiencing Paperwork Pains?
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Someone accidently edited an original copy, everyone seems to have a different version of a file, and the wrong form was sent to a client... again. Your team can't seem to get on the same page.
Get Consolidated!
Keep your original copies safe and secure, and ensure only approved versions reach your clients.
Collaborate on documents together, and even revert back to previous versions if something goes wrong.
Have a safe and secure way to share files with your customers and your team from anywhere.
You're Feeling Overwhelmed?
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You have clients to attend to and you don't have time to sort through your lists, or enter all of your leads into a system. You wish you had clone, or at least a second set of hands.
Get Automated!
Have your pre-defined leads automatically entered into your system, based on your validation criteria.
Run custom reports and make automated lists to show you where to best invest your energy.
Set automated email reminders so you can check in with your customers without lifting a finger.
Lacking Team Communication?
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There is a disconnection between you and your team, the agenda is in one email, agreed actions in another, and switching apps during calls is just so distracting!
Get Connected!
Start chatting about agendas with participants as soon as your meeting is created, share files to review, and easily share the recorded call.
During a call, you can create, share, and co-author documents with your team instantly. You can even add comments and to-dos!
Integration with many Microsoft products means no more switching between apps during conversation. It’s all right there in chat.
QuickBooks Double Data Entry?
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You are spending time and money to manually enter data into QuickBooks after previously entering it in a database, and sometimes the data doesn't match! We are only human after all.
Get Integrated!
Entries flow right into QuickBooks with real-time integration, keeping up-to-date information available immediately.
Enter data once! You and your team don't need to copy information to one place from another or wonder if the data they see is accurate.
Easily correct data errors because your data is updated everywhere instantly. Now you don't have to find multiple records to fix one mistake.
Poor Email Interactions?
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You lack visibility into email conversations your team has sent, you need a trustworthy database for your frequent email attachments, and you can’t find that new contact information for your top customer.
Get Updated!
Easily link email conversations and appointments to your CRM Contacts and Accounts.
Add email templates, knowledge articles, and sales literature when you create an email message or set up a meeting.
Synchronize contacts and related information so that Exchange and your app is always up to date.
Need Better Analytics?
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You have products, pricing and orders in Excel spreadsheets, and your inventory spreadsheet keeps getting out of sync. Get Analytical!
Get Accelerated!
Extract data from your CRM and use your favorite tool – Excel – for exactly what is was designed to do, to help your business grow. Then bulk import the results right back in.
When it’s time to take inventory and analyze pricing, now you can make your updates in Excel and automatically upload the correct products into CRM.
Add a product lines and vendors list in Excel, and then easily and accurately import the products directly to your CRM and start selling!
Why ReadyToGoCRM.com?
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At ReadyToGoCRM.com we create exclusive preconfigured solutions for small businesses and startups, specifically with your success as our #1 goal.
Easy to Start, Easy to Grow!
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Easy To Use
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Low Fixed Cost
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Expert Training Included
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Free Data Migration
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No Upfront Fees or Contracts
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Pre-configured Dynamics Solutions
6 Ways To Help Your Business Grow With Dynamics 365 CRM
Learn how to use D365 CRM to increase your sales and engage your customers – especially designed for small businesses.
