CRM Implementation & Setup Packages
Our proven methods for setup and implementation are the stepping stone for your migration to a new CRM solution or starting from scratch.
Our work includes:
Design and Planning
Continual Review Calls
Standard and Custom Integrations
User Security Settings
Email and Mail Merge Templates
Custom Reports, Dashboards and Views
User Scenario Based Training
Pricing is subject to 1 user for all packages and additional investment is required for 2+ users. Fees to Zoho, Salesforce or other solutions may apply. Pricing plans are available.