Microsoft Dynamics CRM in the cloud

Services Models

Whether you’re already a Microsoft Dynamics CRM user or you’re still evaluating your CRM-solution options, xRM is here to help provide you the guidance on “next steps.” With over 15 years of experience with CRM (since 1997), we understand how to maximize the return on investment (ROI) for a new CRM solution. To meet your business needs and budget, we have created a few models for our professional services.

Services Model #1 - Do It Yourself

This model is best suited to CRM users who enjoy venturing into the solution on their own as well as those who wish to minimize the costs associated with their new CRM solution. When you choose to “Do It Yourself,” we provide you with access to our Success Portal training video library, and our “Introduction to Microsoft Dynamics CRM” demonstration webinars. You also get access to free Microsoft resources to help move you through the learning process. As you move along the continuum of mastery, you’ll develop the skill sets to gauge your evolving CRM business needs. At any time, you can access our Professional Services via Engagement Model #2.

Do-It-Yourself Resources:

Services Model #2 - On-Demand Assistance

This model is designed to provide on-demand CRM consulting services through our prepaid blocks of time.

Maybe you have some ideas about what you would like your CRM solution to do for your business, but you are not quite sure how to translate your ideas into practice. Or, you have requirements that you gathered yourself (or paid another consultant to gather) that you are ready to implement. Or, maybe you need assistance with a few small customization or integration projects.

Buying a prepaid block of consulting time allows you to access our Professional Services as you need them, and leftover time never expires.

Buy a prepaid block of hours to get you started on your projects with on-demand assistance from the CRM experts at xRM. View the current Prepaid Consulting Time pricing.

Top Initial Projects

  • Data migration
  • Workflow design
  • Business process automation
  • Integration of QuickBooks or other external applications
  • Set up the CRM for Outlook client

Services Model #3 - Support Contract

xRM offers this model for companies who would rather have the dependability and predictability of an ongoing contract that delivers unlimited support at a fixed monthly cost. Unlimited services are available for any and all in-scope items below with a cost that doesn’t fluctuate from month to month, so you can budget for continual improvement without being surprised.

The following in-scope items are included in the unlimited support contract.

  • Business process analysis
  • Requirements gathering
  • Architecture design
  • Configuration of Business Units and Security Roles
  • Designing of forms, views, and charts
  • Configuration of dashboards via the dashboard wizard
  • Building and deploying of workflows via the workflow wizard
  • Training of administrators, end users, and future trainers
  • Data importing of non-relational data (accounts, contacts, leads, and opportunities)
  • Deployment of the Microsoft Dynamics CRM for Microsoft Outlook client

For any items falling outside of the in-scope items listed above, hourly consulting is available via the on-demand model.

Select a Services Model

Use the form below to select an engagement model or request more information.