Our inception process objectives aim at understanding the overarching goals of the CRM project and outline its critical success criteria.
One of our service offerings involves analyzing your business line and comparing CRM systems to determine which one best fits your organizational needs.
As a part of the discovery process, we build a strategic CRM roadmap called a “project release plan” that we share and validate with our clients.
Training is often overlooked in the deployment process. Many organizations view it as one more line item on an already long list of items they are paying for when, in reality, it increases the ROI of your CRM. Therefore, we require it with every project.
Our customers can purchase a one-time bank of hours to work on a specific support project or specific set of services included in the bank of hours. Contact us to discuss the different options in the bank of hours support plan.