RapidStart CRM and Microsoft Partners

Partners

RapidStart CRM and Microsoft Partners

Partners

We have always had partner resellers of RapidStart CRM, but since we made RapidStart CRM free, a lot of new partners are exploring it to create new business for themselves. This is fine by us.

How to Use RapidStart CRM with your Customers

Part of our strategy in making RapidStart CRM free, was that customers who discovered it, and were looking for customization assistance, would be inclined to reach out for help from us. But that is not a requirement, in fact many partners are now using RapidStart CRM with their customers, and working with them directly to customize RapidStart CRM to meet their needs. If you would like to explore that, you will probably want to intercept our Cross Sell messaging campaign, which is easy to do.

The “user” who logs in and installs RapidStart CRM from AppSource will be automatically added to an email campaign that we manage. The vast majority of installations are from customers themselves. So simply install it from a user account your customer created for you. Then You will then receive these messages, and can edit and forward them on to your customer if you like, or just disregard.

We have been asked a lot lately if we have a “Partner Program”. Since RapidStart CRM is now free, anyone can install it, so there really is no point in a “partner program”. However we do work with many partners who are looking to engage our with team for customizations and other assistance with their customers.

RapidStart CRM is built on Microsoft’s Dataverse, the foundation of the Power Platform and Dynamics 365. This means that our free RapidStart CRM is just as customizable as any of Microsoft’s first-party applications, like Dynamics 365 Sales, for example. We designed RapidStart CRM as a basic Sales and Service app “accelerator”. While it is a fully functioning app, it is the starting point for much more for many. Get or Test Drive RapidStart CRM on Microsoft’s AppSource here.

General Posts

There is no App for That

When it comes to Business Applications, Microsoft has a lot of options for you. If you are running a sophisticated Sales organization, they have an app for that.

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Why we Chose to Forgo Leads

Even as a simple-to-use CRM solution, there was often still confusion about how to use Leads and Contacts together. So we decided to approach it differently with RapidStart CRM.

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Tips and Tricks

Import your Data into RapidStart CRM

Many new users of RapidStart CRM have existing data sources they would like to import to get started. While not particularly complicated, working with data can be quite tedious.

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RapidStart CRM Setup for Pay as You Go

Microsoft recently introduced a Pay as You Go plan for Power Apps. RapidStart CRM just so happens to be a “Power App” so you can take advantage of this model if it fits your needs.

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Partner Stuff