Visual CRM Scheduling technology for Microsoft Dynamics CRM provides sophisticated project, job, Activity scheduling of your customer demand and powerful, flexible scheduling of your resources to capacity intuitively with Dynamics CRM Activities.
End-to-end control starts with the Templates that define your business processes or common traits of unique projects. Assign complex service tasks to a Product.
Process/Project pre-sales analysis and knowledge-rich order management delivers an instant increase in productivity. Analyze cost, revenue, and schedule pre-sale.
Project/Job/Activity – Full Company resource allocation scheduled to real-time visual plan drives growth performance. Grow the business faster with better control.
Multi-Organizational control of departments, facilities, divisions tailored to users improves management efficiency.
Save-back completed work to templates for Continuous Business Improvement loop of cost, revenue, on-time.
Definition of customer requirements mapped out to resource requirement real-time allows Opportunity through Order to expose live project cost, revenue, schedule, and demand impact for evaluation manipulated visually . . .
Eloquently adaptable to your current use of Dynamics CRM Visual scheduling technology is available both flexibly and affordably while leveraging Dynamics CRM for scalability, security, and User familiarity. Multi-location, CRM Organizational business visibility of different business models across an enterprise of processes and projects visible fullscreen are a dynamic improvement in management capability. This brochure highlights packaging options of Visual CRM technology as well as MTC’s rapid-response low-cost support and customization services for any project’s quick ROI.
3 stored template layers build on CRM Activity, interim Stage or milestone, and complete Project. Each is embedded with cost, revenue, skill, competency, duration, and performance categorization and can be built on-the-fly and as completed saved back to the template for continual improvement. Templates can be attached to CRM Products to define a Services used in order management.
Rich planning data released, controlled, and distributed in a clear visual presentation tailored to both sides of the equation including customer expectation and real-time resource allocation against an optimally scheduled and loaded fulfillment plan gets the job done with perfect execution. Management Visibility to cost, revenue, skill, competency, duration, and performance categorization optimized on-the-fly is the new UI paradigm in Customer Relationship Management.
Rich Visual data full-screen CRM Views for live access to any piece of the business or the entire enterprise for customer demand against your resource allocations managed on-the-fly.
Visibility and control in your business free up time to focus on growth knowing that your process tools are in place to scale your business growth without increased costs.
On-going customer demand fulfillment fed back to the Templates that define the businesses processes are proven component of best-practice management for services business.
This option adds significant business Visibility by interfacing to Activity records and time post functionality and enhancing the ability to highlight actual live status and anomalies in a vibrant color display. Ideal for large picture fullscreen display is used for operational control. Great for real-time project force management. An organization is more easily managed visually to drag-and-drop on-the-fly. Work with MTC to build alert Visibility to anomalies happening in your business real-time.
This option allows organizations that are delivering resource “To-Do” information across the enterprise on Microsoft Exchange Server or ActiveLink to continue that same process – Outlook, OAW, PDA’s, phones, and most devices. Visual UI enhancement and dataenrichment synced controlled and released on-the-fly from CRM.
This option extends Visual Scheduling presentation of project plan and job status to your Customers or Partners from CRM to your existing website. This option requires MTC’s “CRM Web Portal” solution and appropriate Visual Project Scheduling options. Partner Portal option allows Partner/end-user hierarchical views and control for both Partner and End-user using the Microsoft Live ID already being used.
Visual Scheduling and even resource leveling where process Activates per project plus a large demand of customer demand requires consolidating activities for specific resource Day Loading. This Day Loading Layer, with leveling, fits and displays day-long appointments atop the schedule-driven actual customer demand visually. Resources (Users) see all “Live” CRM project Activities past due, due now to a selectable forward horizon.
The new process for “Opportunity Management” is Editable grid based demand-side sales management and revenue forecasting - Plus the Visual template-product driven resource capacity-side forecast Layer is State-of-the-Art in Capacity management.
This is a great way to see your business from the heart pounding realtime. This entry-level Microsoft CRM Managed Solution Visual “Activity” display instantly shows all of your business’s CRM Activities happening in in real-time. Isolate CRM views by Organization and delegate the View to be managed. The idea of seeing the data is to watch what you need to watch while building enterprise solution
Visual Project Scheduling and its expanding functional options are products integrated to a family of enterprise Microsoft CRM solution building blocks under the “SMB Custom Enterprise” (SMB) banner. SMB Custom is just that – All the building blocks to configure a complete enterprise solution fit to your business, scalable for growth. The entire solution family can be seen in the “ConsultPro” professional services practice management solution. The SMB and ConsultPro are solutions of MTC. MTC is the leader in efficient global CRM engineering for low-cost, fixed-rate Online and 24/5 live product support. MTC can configure product components, customize product functionality. Have MTC add workflow and scripting automation for you. We provide data migration, and configuration services
Purchase *Per User
Monthly *Per User
All standard dynamics CRM functionality customized to the ConsultPro functionality
**Includes standard iframe minimal design and includes all the functionality typically exposed to clients including the enhance modules purchased.
Includes standard iframe minimal design and includes all the functionality typically exposed to clients including the enhance modules purchased.
Includes standard iframe minimal design and includes all the functionality typically exposed to clients including the enhance modules purchased
Includes all of the above per user functionality plus the flat options customer web portal, partner web portal, and QuickBooks integration. Phones NOT included.
This is simply an activation upgrade to the capabilities of Visual Core plus Live Visual Status Option.
**Includes standard iframe minimal design and includes all the functionality typically exposed to business partners subcontractors including the enhance modules purchased.
*All prices are in US Dollars. Prices are per user unless otherwise specified and are matched by the solution to the number of Microsoft Dynamics CRM users. Web Portals require the additional one-time purchase of the Microsoft Dynamics CRM External Connector License.
50 to 99 users provides a 5% per user price discount 250 to 499 users provides a 20% per user price discount 1000 + users provides a 40% per user price discount.
100 to 249 users provides a 10% per user price discount 500 to 999 users provides a 30% per user price discount Volume discounting does not apply to “Flat” pricing items.
Maintenance and Support: 12 Months unlimited technical support and ongoing upgrades and solution enhancements are included with initial purchase. Annual maintenance and support thereafter is 25%. Any required installation, configuration, or training in conjunction with a version upgrade is not included in maintenance and the support agreement.