CRM Setup package
Our Setup package includes everything to help you make the most out of your CRM investment up to 15,000 contacts.
- Access to a Dedicated CRM Expert (1 Month)
- Marketing & Sales Assessment
- 3x 90-minute CRM Design Sessions
- Admin & User Training
Discovery Requirements identification via a 50+ question survey 2 hour questionnaire review Lead Generation Strategy & Design Up to three 90-minute process review and implementation meetings in the first 15 days. Implementation General system configuration Users creation, lead tracking numbers setup Plug-ins selection Field customization Data import Customer groups Landing pages customization Forms & documents setup Ubiquitous websites analytics configuration Email sequence configuration (1 sequence – basic email template) Review & Sign-off Review with admin and feedback incorporation Training (Admins) CRM Settings User Management Data Security Automation Setup Cloud marketing services review and integration Recommendations Training (Users) CRM Overview Handling Records and lists Sales Process Opportunity and quote management Documents management Products and services catalogue management Reports