VISIONET EMEA LIMITED

Visionet Implementation Services - Microsoft Dynamics 365 Sales (CRM)

Visionet is Microsoft Consulting Partner and demonstrated hands on experience and expertise in implementing Dynamics 365 Sales for its business and sales teams. We provide end to end comprehensive support from discovery stages to full deployment, and post production-support ensuring all aspects of Dynamics 365 Sales are delivered effectively.

Features

• Agile approach for rapid delivery and enhanced user engagement
• Demonstrated hand on experience Sales configuration and customization
• Real-time visibility into your pipeline's status through intuitive dashboards.
• Gain actionable insights data for informed decision making
• Engagement model, offering flexibility from onsite to fully remote collaboration.
• Develop robust strategy to manage change effectively during project implementation.
• Optimize efficiency by automating workflows and streamlining business processes.
• Customized (SLAs) and support services to meet organizational needs efficiently
• Seamlessly integrate with Microsoft products like M365
• Integrate with Co-Pilot to provide all relevant customer sales data

Benefits

• Holistic view of the sales cycles and close deals faster
• Enhance sales and marketing coordination for campaign visibility
• Ensure flexibility and convenience accessing sales data on mobile app
• Help sales team the best chance of closing the deal
• Improve customer relationship for better understanding customer needs.
• Ensure accountability with deal flow visualization for pipeline analysis
• Boost sales engagement by integrating customer data with survey
• Improve efficiency closing the deal and improve operating practices
• Provide modern sales enablement with intelligent content recommendations
• Enable real-time collaboration by involving experts from the organization.

£450 to £1,200 a unit a day

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at jawad.a.khan@visionet.com. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 14

Service ID

249351618953245

Contact

Jawad A Khan
+447721235694
jawad.a.khan@visionet.com

Planning

• Planning service: Yes
• How the planning service works: Crafting a technology strategy can be challenging, but Visionet is here to simplify the process with our collaborative approach. Our Enterprise Architecture Team boasts extensive experience across various industries and process areas, enabling us to bring valuable insights to our clients in the professional services sector. Together, we will define your Microsoft-focused technology deployment, establishing clear milestones along the way.; ; Engaging in an Enterprise Architecture process facilitates the alignment of your business strategy with your IT strategy. This process yields project phases with tangible deliverables and benefits, setting clear boundaries for each stage. By defining and constraining each phase, both your team and ours can effectively manage change and prevent scope creep, instilling confidence in the project's cost and timeline.
• Planning service works with specific services: No

Training

• Training service provided: Yes
• How the training service works: Visionet provides full training on Dynamics 365, Finance & Operations (ERP), Retail, Dynamics AX features and modules for its users and administrators. Also provides trining on Customer Engagement (CRM) and Microsoft’s Power Platform applications. Visionet has the capability to provide on-site/on-line Training as well as user documentation material directed at specific audiences. Visionet provides separate training material and documentation for technical staff, trainers, and end users. We will collaborate with your team to determine the appropriate audiences and training delivery approach for each audience. In our prior engagements, Visionet has developed and executed training for our clients on their business applications. We assess training needs and prepare training material specific to each audience. We have successfully used the “Train the Trainer” (TTT) approach to deploy consistent training and scale its delivery to wider audiences. Visionet supports the trainers in their delivery of training to end users and we respond to any end user questions, if required.
• Training is tied to specific services: Yes
• Services the training service works with:
  • Dynamics 365 Sales
  • Dynamics 365 Customer Services
  • Dynamics 365 Marketing
  • Dynamics 365 Supply Chain
  • Dynamics 365 Finance
  • Dynamics 365 Field Services
  • Dynamics 365 Commerce
  • Power Platform
  • Data Fabric / Azure Synapse
  • M365/ Co-Pilot

Setup and migration

• Setup or migration service available: Yes
• How the setup or migration service works: Depending on your Cloud Adoption Journey, Visionet provides a range of services aimed at facilitating and advancing your progress. These services include, but are not limited to:; ; Assistance in identifying the starting point and approach for your journey using your current solutions.; Evaluation of your current status and goals to design a path forward.; Opportunities to examine the broader scope and align your IT Strategy with your Business/Organization Strategy.; Evaluation of the adoption potential of specific collaborative technologies like Microsoft 365, Teams, Power Platform, Business Intelligence, etc.; A structured and proven approach focused on establishing a strong relationship with new customers who seek improved rates of change and innovation compared to their current partners.
• Setup or migration service is for specific cloud services: Yes
• List of supported services:
  • AWS
  • Azure
  • Google
  • Private Cloud
  • Hybrid Cloud

Quality assurance and performance testing

• Quality assurance and performance testing service: Yes
• How the quality assurance and performance testing works: Within our Implementation and Delivery Methodology, Quality Assurance (QA) and Performance Testing play integral roles. These processes ensure that the solutions we implement meet the highest standards of quality and performance. We use quality design procedures and standards to guide the delivery of quality work in each sprint. The QA process shall include checkpoints for monitoring and capturing data work quality, delivery process quality, and team productivity using measurements such as velocity, sprint breakdown, defect density, and work throughput. We capture the performance information, review it while the sprint is in flight, and perform a final review when each sprint ends. By incorporating QA and Performance Testing into our Implementation and Delivery Methodology, we can confidently deliver solutions that not only meet but exceed our clients' expectations in terms of quality, reliability, and performance.

Security testing

• Security services: Yes
• Security services type:
  • Security strategy
  • Security risk management
  • Security testing
  • Security incident management
  • Security audit services
• Certified security testers: Yes
• Security testing certifications: CREST

Ongoing support

• Ongoing support service: Yes
• Types of service supported:
  • Hosting or software provided by your organisation
  • Hosting or software provided by a third-party organisation
• How the support service works: The following Cloud Software and Services are supported:; ; 1. Microsoft Dynamics 365 Finance and D365 Supply Chain Management (ERP).; 2. Microsoft Dynamics 365 for Sales, Service and Marketing (CRM).; 3. Microsoft Dynamics 365 HR.; 4. Microsoft Data and Analytics Services including PowerBI.; 5. Microsoft Azure Services.; 6. Microsoft Dynamics Commerce.; 7. Microsoft Power Platform.; ; Visionet dedicated Support Team provide support to customers via an online portal, from 08:00 to 18:00 UK Time.; ; This Support window can be extended to full 24*7 support via Visionet Global Managed Services.; ; Visionet primarily offers 2nd and 3rd line support for their services, which likely involves more advanced technical assistance and issue resolution. Also offer the option for 1st line support or dedicated teams, though this may come at an additional cost

Service scope

• Service constraints: None

User support

• Email or online ticketing support: Email or online ticketing
• Support response times: Visionet has the ability to provide email or online ticketing support 24/7. Our expectation is that the ticket tracking system is cloud based, accessible remotely, and available 24/7/365 in order to provide real-time, on-demand support from anywhere. We assume SOC Service Desk Plus support ticket tracking system has integrated tools to support the monitoring, tracking, and reporting of incidents. These tools are necessary in order to issue reports and track our compliance with agreed upon service level targets as well as to identify trends in call topics, peak volume times, and subsequently identify potential areas of improvement in operational efficiency.
• User can manage status and priority of support tickets: Yes
• Online ticketing support accessibility: WCAG 2.1 AA or EN 301 549
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), 7 days a week
• Web chat support: Yes, at an extra cost
• Web chat support availability: 9 to 5 (UK time), 7 days a week
• Web chat support accessibility standard: WCAG 2.1 AA or EN 301 549
• Web chat accessibility testing: Yes, we use Microsoft Teams for chat.
• Support levels: At Visionet, our comprehensive support framework adheres to ITIL standards, delivering 1st, 2nd, and 3rd line support to both public and private sector clients. Our incident management process ensures swift resolution. Each client receives a dedicated Account Manager and Client Partner for personalized attention. We offer a unified support model manned by cloud support engineers, with optional weekend phone support available upon request. Our proactive approach prioritizes short-term issue resolution alongside long-term fixes. An established escalation process guarantees swift resolution, overseen by designated Account Managers who conduct monthly reviews, either remotely or on-site. Performance is monitored through KPIs aligned with SLAs and other critical support metrics. Security clearance is a fundamental aspect of our staff training and policy.

Resellers

• Supplier type: Reseller providing extra support
• Organisation whose services are being resold: Microsoft

Staff security

• Staff security clearance: Conforms to BS7858:2019
• Government security clearance: None

Standards and certifications

• ISO/IEC 27001 certification: Yes
• Who accredited the ISO/IEC 27001: GMS INTERCERT SERVICES
• ISO/IEC 27001 accreditation date: 31/12/2023
• What the ISO/IEC 27001 doesn’t cover: Everything is covered under ISO certification
• ISO 28000:2007 certification: No
• CSA STAR certification: Yes
• CSA STAR accreditation date: 01/03/2024
• CSA STAR certification level: Level 1: CSA STAR Self-Assessment
• What the CSA STAR doesn’t cover: None
• PCI certification: Yes
• Who accredited the PCI DSS certification: Sysnet Global Solutions
• PCI DSS accreditation date: 12/12/2023
• What the PCI DSS doesn’t cover: Everything is covered
• Cyber essentials: Yes
• Cyber essentials plus: No
• Other security certifications: Yes
• Any other security certifications:
  • SOC1 TYPE 2
  • SOC2 TYPE 2
  • ISO 27001:2022, 27701
  • HIPPA Compliant
  • GDPR

Social Value

• Social Value:

  Social Value

  • Fighting climate change
  • Covid-19 recovery
  • Tackling economic inequality
  • Equal opportunity
  • Wellbeing

  Fighting climate change

  Our Commitment to a Sustainable Future ; At Visionet, we are deeply committed to addressing global challenges through sustainable business practices, environmental protection, and responsible corporate governance. Our core values center around the principles of Environmental, Social, and Corporate Governance (ESG), and we actively uphold these values as a global corporation. ; ; Environmental Responsibility ; We prioritize sustainable operations, reducing our environmental impact through responsible resource management, energy efficiency, and sustainable sourcing practices. Committed to minimizing waste and promoting circular economy principles, we actively work to reduce, reuse, and recycle resources wherever possible. Additionally, we have set ambitious carbon reduction targets and invest in renewable energy solutions to combat climate change, aligning with Streamlined Energy and Carbon Reporting (SECR) standards. ; ; Corporate Governance ; Transparency and accountability are paramount in our corporate governance practices. We maintain transparent operations and ethical decision-making processes, following CSRD standards. ; ; We proactively identify and manage ESG-related risks that could impact our business, in compliance with CSRD and SECR standards. This includes addressing issues related to climate change, social responsibility, and governance. ; ; Monitoring and Reporting ; We regularly monitor and assess our ESG performance, and our annual ESG report as required by CSRD, provides transparency about our progress and challenges. It is made available to the public, reflecting our commitment to accountability and transparency. ; ; Review and Improvement ; We continuously strive for improvement, ensuring that our ESG practices remain aligned with our values, industry best practices, and evolving ESG, CSRD, and SECR standards. ; ; At Visionet, we believe that by integrating ESG principles into our business strategy, we can contribute to a sustainable, responsible, and successful future for our company, our stakeholders, and our planet. We invite you to join us on this journey toward a greener and more inclusive future .

  Covid-19 recovery

  Visionet has Coronavirus response document/planning in place. We have well defined planning assumptions, local and global response team in UK, Europe and USA, along with management team assigned for each region/location. ; We have preventive measures in place like; (actively encourage sick employee to stay home, emphasize respiratory etiquette and hand hygiene by all employees, perform routine environmental cleaning, advise employees before traveling to take certain steps, additional Measures in Response to Currently Occurring Sporadic Importations of the COVID-19, additional measures for facilities in operations - screening). ; Implementing all the measures. In the event Visionet is notified of an employee testing positive for COVID-19, we have contaminated sites identified for the employees and measure to be taken. ; OSHA’S EMERGENCY TEMPORARY STANDARD ON VACCINATION AND TESTING process in place for employees to provide immunization record. ; Enforcement process in place; Any employee found to have violated this policy may be subject to disciplinary action, up to and including termination of employment

  Tackling economic inequality

  Visionet is deeply committed to the principles of equal employment opportunity, championing fairness, transparency, equity, and inclusion for all. We are resolute in our fight against any form of inequality, and have established and enforced robust policies on diversity, inclusion, and equity, workplace misconduct reporting, and addressing modern slavery in our supply chain. These policies reflect our unwavering commitment to equality and diversity and are readily accessible on our company intranet and website.; ; Our recruitment, promotion, and talent identification exercises are conducted with utmost fairness, based on merit and objective criteria to prevent any form of discrimination. We are dedicated to enhancing workforce diversity and providing equal opportunities. We regularly review our recruitment procedures to ensure they are objective and merit-based, instilling confidence and hope in potential recruits.; ; We proactively identify and address systemic barriers contributing to inequities and accommodate the needs of disadvantaged or underrepresented groups. Our conditions of service, benefits, and facilities are regularly reviewed to ensure accessibility for all.; ; Employees with transitions or disabilities are encouraged to disclose their circumstances for appropriate support. Reasonable adjustments are considered and implemented to overcome any difficulties experienced at work due to disabilities.; ; Visionet maintains a zero-tolerance approach to modern slavery, human trafficking, and child labor, implementing effective systems and controls to prevent their occurrence within our operations and supply chains. We expect our contractors, suppliers, and business partners to uphold the same high standards, incorporating prohibitions against forced labour into our contracting processes and ensuring transparency and accountability throughout our supply chains.

  Equal opportunity

  Visionet Systems Inc., including its affiliates and subsidiaries (together “Visionet”) is an Equal Employment Opportunity (EEO) Employer & provider, with an aim to encourage and support diversity, equity and inclusion and actively promote a culture that values difference and eliminates discrimination in our workplace.; ; Additionally, Visionet is committed to promoting diversity and inclusion at all levels of the company.; ; This policy does not form part of any contract of employment or other contract to provide services, and we may amend it at any time.; Visionet encourages all employees to join us in creating a work environment that is inclusive and respectful of all individuals.; ; The purpose of Visionet global policy is to promote equal opportunities in employment and creating a workplace culture in which diversity and inclusion is valued and everyone is treated with dignity, respect and fairness. This document outlines our commitment to achieve diversity, equity & inclusion.; ; As part of Visionet’s zero-tolerance approach to discrimination in any form, any current / former employee or job applicants will receive equal treatment regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief, sex or sexual orientation (Protected Characteristics), in line with any applicable Legislations.; ; Visionet is also committed to providing equitable treatment to all those we deal with as an organisation, including customers and suppliers.

  Wellbeing

  At Visionet, our globally diverse team is our crucial asset for making the business successful across regions. This is why we take great care of our people management processes. Visionet cares for our employees’ well-being through our initiative “Balance”, where we launched multiple mental, physical, and financial wellness sessions globally. ; ; Mental Wellbeing Awareness:; In Europe and UKI, we organise virtual Yoga lessons every other Friday morning, while India hosts an in-person Yoga session for our employees in the office. ; We continue to offer our employee bereavement leaves across regions when they go through a difficult and emotional phase in their life of losing a loved one.; Maternity and paternity leave allow our employees to welcome new additions to their lives and fully adapt to this critical change in their lifestyle.; We will continue offering our employees mental wellness training, such as Stress Management, Decision making, Conflict Management, etc.; Visionet launched a women's development community called Women of Visionet in 2024. This community allows female employees to reach out to organizational leaders for professional coaching.; ; Physical Wellbeing Awareness:; We have excellent Medical Insurance coverage for employees and their dependents in our regions, which includes Dental, outpatient, and Vision assistance. ; The HR SPOCs initiate annual leave booking reminders for our employees when a year begins so that each team member can take the time and plan their time off well in advance. ; Employees are encouraged to participate in Marathons and represent their loved ones or Visionet in such initiatives. ; Visionet offers healthy snacks, breakfast and lunch options for their teams in our offices to ensure they feel motivated and taken care of and do not resort to unhealthy eating habits while working tirelessly for the organisation’s success.; We have provided our employees with discounts on gym and workout facilities.

Pricing

• Price: £450 to £1,200 a unit a day
• Discount for educational organisations: No

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at jawad.a.khan@visionet.com. Tell them what format you need. It will help if you say what assistive technology you use.