You have made the decision to buy the best CRM platform out there.
Now what?
You have come to the right place. We are here to help.
Our starter implementation package gets you a 40 hour block of time to get you up and running.
Depending on our organization’s specific needs, this can include:
- User set up and configuration
The set up and configuration of your user roles, profiles, an permissions. - Org set up and configuration
The creation of custom fields and objects that your organization needs to operate effectively. - Data Integration
Import of Contacts from your legacy data source into your new Salesforce Org. - Initial Report and Dashboard configuration
The initial development of a few reports and dashboards that we determine are vital to your organization
