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

  • Design Implementation

  • Continual Review Calls

  • Standard and Custom Integrations

  • Web Forms

  • User Security Settings

  • Process Automation

  • Email and Mail Merge Templates

  • Data Import

  • Custom Reports, Dashboards and Views

  • User Scenario Based Training

  • Your Needs

And more...