Dynamics 365 · Sales, marketing, service, field service

Four areas. One principle. On the system in three weeks.

For every customer-facing area a working Dynamics 365 with your processes and your data. Three weeks, fixed price, showroom. You decide on the big budget only once you have seen what you get.

Bookable individually, designed together: one platform, one customer base.

Dynamics 365one platform · one customer base
SalesLead to Quote3 weeks · CHF 20'000
MarketingLead to Customer3 weeks · CHF 15'000
Customer ServiceCase to Resolution3 weeks · CHF 20'000
Field ServiceWork Order to Done3 weeks · CHF 22'000

System first. Budget second.

Most CRM initiatives do not fail because of the software, but because everyone talks about concepts before anyone has seen the system. The Accelerator reverses the order.

Week 1

Your processes, compact

Three workshops with your experts. Result: target processes, documented and matched against the Dynamics standard with AI support.

Week 2

Your system, with your data

We build the area close to standard and load your customers, products or assets into it. No Contoso demo, but your everyday work.

Week 3

Showroom and decision

Your executive team sees the area live. Then you decide, with a backlog and a reliable budget, whether and how to continue.

Fixed price, fixed duration, no daily rates. You pay for a result, not for effort.

Four Accelerators, one pattern

Each area can be booked individually and follows the same process. Pick the area with the most pressure, or combine.

Together more than the sum

All four areas run on the same platform with the same customer base. What marketing qualifies, sales sees. What service resolves, the technician knows.

Combination

Marketing + Sales

Lead to cash in one piece: segments and journeys hand qualified leads directly into the sales process. The classic entry point for growing B2B organisations.

Combination

Customer Service + Field Service

From incident report to job: the case becomes a work order, the technician sees the history. For companies with assets in the field.

Combination

All four

The complete customer journey from first contact to service visit. In parallel or in sequence, with one shared roadmap instead of four separate projects.

More than one area? We plan the sequence with you.

Two Accelerators can run in parallel in a shared time window, with one kick-off, one customer base and one showroom. From the second area onwards we talk about a package, not two individual prices.

Who this is made for

3 weeks
per area, from kick-off to showroom
from CHF 15'000
fixed price per area, POC licences included
1 platform
Dynamics 365 and Dataverse, one customer base for all areas
0 daily rates
no open-ended effort, no commitment to phase 2

Frequently asked questions

The questions that come up in almost every first conversation.

What does the CX-CRM Accelerator cost?

Every area has a fixed price: Customer Insights CHF 15'000, Sales CHF 20'000, Customer Service CHF 20'000, Field Service CHF 22'000, each excl. VAT. Licences for the POC are included and there are no daily rates. From the second area onwards we talk about a package instead of individual prices.

How long does an Accelerator take?

Three weeks per area, from kick-off to showroom: week 1 the processes, week 2 the build with your data, week 3 showroom and decision. Two Accelerators can run in parallel in a shared time window.

What exactly do I have after three weeks?

A working Dynamics 365 with your processes and your data, the documented target processes, a prioritised backlog and a reliable budget for the next phase. None of it commits you to phase 2.

Which Dynamics 365 modules are covered?

Dynamics 365 Sales, Customer Insights, Customer Service including Contact Center, and Field Service. All four run on Dataverse with one shared customer base; Copilot and agents run on your data in every Accelerator.

Which companies is the Accelerator made for?

Companies and organisations in Switzerland, Germany and Austria that are coming from Excel, Access or a legacy system, or that want to tackle several customer-facing areas at once - and whose executive team needs a basis for decision rather than a requirements analysis.

Christian Schipp
Which area first? Usually the one that hurts most right now. In 30 minutes we find out, and you know what you would see in three weeks.
Christian Schipp
CX Transformation Advisor / Partner · Ambit Group
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