What's included

• Customized CRM Configuration

  Tailoring and configuring a CRM platform to suit the unique needs and workflows of the client's business. This may include setting up user roles, custom fields, automation rules, and integrations.

• Training and Support

  Providing training sessions and ongoing support to your team to ensure they are proficient in using the CRM effectively. This may involve creating training materials, conducting workshops, and offering continuous guidance.

• Data Migration and Cleanup

  Tailoring and configuring a CRM platform to suit the unique needs and workflows of the client's business. This may include setting up user roles, custom fields, automation rules, and integrations.

• Customer Support Integration

  Integrating customer support functionalities within the CRM to facilitate efficient issue tracking, resolution, and improved customer service.

• CRM Platform Evaluation and Recommendations

  Evaluating existing CRM platforms, providing recommendations for platform selection or enhancements based on the client's business needs and objectives.

• Automation Workflow Design

  Designing and implementing automated workflows within the CRM to streamline business processes, enhance efficiency, and reduce manual efforts.