Light CRM Implementation

This is for you if you have a small budget yet you want to make sure you can get the most value from your new CRM System. You must be willing and able to make the time to do the implementation process with some guidance.

We will provide coaching to guide you in the right direction to configure your new CRM system. In addition to basic training in your CRM system we will:

  • Review your client life cycle and tracking of each stage in the system.
  • Develop strategies for segmenting your contacts.
  • Provide a data migration worksheet.
  • Guide you through the steps you need to follow to import your data into the CRM system.
  • Customization of contacts, companies and opportunities.
  • Configuration your Opportunity pipeline.
  • Coaching on Email integration configuration.
  • Train you on the of client life cycle in the CRM system.