Ready To Go with Work 365?
Call Us Today! +1-571-429-5171 | sales@work365apps.com
Create Game Changing Opportunities with Work 365
During the On-Boarding process you will work with a Work 365 product specialist to setup the application within your Dynamics 365 system. We help you setup everything from your product catalog to integrating Work 365 with your providers. The On-boarding process gives you the opportunity to experience and Trial the system with your live data on your Dynamics 365 system.
Work 365 On-Boarding is a high touch implementation designed to help you evaluate the system and see first hand how we solve your sales and billing needs with three main objectives:
Setup
Trial
Training
The process is setup for you to succeed in scaling your recurring revenue with subscription sales.
Our On-boarding Process
The On-boarding process takes about 4 to 5 weeks during which time we will you will have 30 days of an extended trial of Work 365. We train you and consult with you on how you can leverage Work 365 to go from customer quote to cash!
This On-boarding period we will cover many important topics like:
- Billing and Invoicing
- Product Bundling and Catalog Setup
- Provisioning and Subscription Management
- Customer Self-Service
- Payment Processing
- Sales Incentives
- Accounting Integration
Setup >>
Data Preparation >>
Operational >>
Ongoing Success
Audience
- Technical setup: System Admin
Scope
- Install the Solution
- Register the Solution
- Provide Consent
Focus
- Integration and Setup
Audience
- Sales: product catalog
- Finance: Billing Contracts
Scope
- Set up Providers & Distributors
- Set up your Product Catalog
- Create Billing Contracts
- Create Subscriptions
Focus
- Data setup, Clean-up, and Updates
Audience
- Leadership, Sales user or Finance users
Scope
- Manage License Requests
- Provision Licenses
- Billing best practices
- Managing Product Catalog
Focus
- Training and Work 365 maintenance
Audience
- Leadership, Sales user or Finance users
Scope
-
Review Reconciliation Process
- Billing and Provisioning Scenarios
Focus
- Training and Work 365 maintenance
“Work 365 made our lives easier from day 1, and it’s just gotten so much better over the last 18 months of usage as more and more functionality is added that directly addresses challenges in the business” says Rosalyn Arntzen, Amaxra’s President and CEO – Read the Case Study
Solutions
Resources
Company
Reach Us
11710 Plaza America Dr. Suite 2000, Reston, VA 20190, USA
sales@work365apps.com
+1-571-429-5171