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Want to get started?

We have streamlined the process so that we can get started in the right and most organized way. Check out our process here:
Dynamics

How we do it​

Let’s have a walk through on our process to smoothly implement Dynamics 365 on your company​

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STEP 1

A non-committal talk about your needs – 15 minutes

We will schedule a call on Teams and discuss your current needs. Do you only need technical assistance, or more general marketing assistance? We will discuss how we can work together to achieve excellence.

 

Let’s Talk

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STEP 2

Planning meeting – 1 hour

Based on the information we got from you, we will prepare a planning meeting, where we share suggestions. We will discuss and come up with a plan. This is still non-committal.
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STEP 3

Sending the offer

Based on our plan, we will send you an offer. If you accept and sign, we’ll move to the next step.

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STEP 4

Starting with your website

We will start integrating your website with Dynamics 365 for Marketing. We will make sure all information gathered through the website will only be stored in Dynamics 365. That way, all personal information is stored in one place and can be deleted upon request, complying with the GDPR laws.

We will also setup your events page using Dynamics 365 for Marketing Events. We will make sure your event page will have the same look and feel of your website branding.

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STEP 5

Setting up Automation

First, we will be creating and preparing templates for:
  • Forms: We will use various form templates on different landing pages (subscription center, landing pages, and event pages).
  • Marketing Emails: We will email templates for various scenarios.
  • Customer Journey: We will prepare customer journey templates on different flows to ensure your audience will always be on the right track.
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STEP 6

Helping you optimize processes and succeed

With everything prepared and tools ready to use, we will have a meeting to walk you through the solution and make sure you know every part to maximize your new Marketing tool’s potential.
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STEP 7

Reports generation

With us, you’ll have Dynamics developers, designers, and marketers at your fingertips. We can help you set up the customer journey, lead scoring model, and optimize as we go.


We will be the power team that will help you succeed with Dynamics. You can subscribe to our services for as long as you need us. And you can scale up or down, put us on pause, or stop when you feel that you’re ready to manage it all by yourself.

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Are you ready to collaborate? Get in touch and let’s get started!

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Maia Halland
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