What's included

• Consulting and Implementation hours

  provide tailored guidance and hands-on support to ensure the CRM system aligns with your business goals. These hours cover a range of services, including needs assessment, system customization, data migration, integration with other tools, and user training. Services might include Needs Assessment & Discovery: Analyze the client’s business processes, sales workflows, and pain points to understand what they need from their CRM. This could involve stakeholder interviews, documentation review, and requirements gathering. System Recommendations: Based on the assessment, provide tailored recommendations on CRM tools, best practices, and configurations that align with their goals. CRM Strategy: Develop a roadmap for how the CRM can be used to improve business performance, including automation, integration with other tools, and potential for scaling. Change Management: Provide advice on how to effectively roll out the CRM within the organization, ensuring user adoption through training plans, internal communication strategies, and support. Continuous Improvement Consulting: Periodic reviews to ensure the CRM is