Business Solutions
that align with your vision
...and your budget.
Maximize your time to value and eliminate risk with one of our fixed-fee Quick Start packages. Our standard approach uses a proven CRM implementation methodology, based on best practices, to deliver results Fast! Our standardized project plan focuses on automating routine daily tasks and providing a personalized experience to your users so that your staff can begin working with customer data immediately. Nonprofit Member/Donor management version also available in the following packages.
Data migration service. We will assist you with importing your data into CRM Online. Not to exceed 4 hours.
Training. 3 two-hour training sessions via LiveMeeting on topics in the Sales, Marketing, and Service modules, as well as, Outlook, Workflow, Reporting, Search.
30 minutes customer support from one of our CRM experts.
Discounted hourly consulting rates on other services.
Documentation on value and best practice for gathering requirements
2 additional two-hour training sessions.
Create up to 20 custom fields for you.
Create up to 2 custom entities for you.
Create up to 5 workflow rules for you.
30 minutes additional customer support from one of our CRM experts.
Strategic Business Requirements Analysis (up to 4 hours). Provides the best value by ensuring that CRM is configured to match your current processes.
20 additional custom fields.
2 additional custom entities.
5 additional workflow rules.
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