Homepage Contact us About us CRM explained Microsoft CRM Sage CRM Services Support
Quickstart - CRM overview

consultCRM's QuickStart is a great way to get your Customer Relationship Management project moving fast.

The whole implementation can often be achieved in around 10 days. The general approach is to keep things simple and you start with a few reasonable goals to get some quick wins and obtain the buy-in you need for a successful CRM project. We provide expert technical and business process services in the early stage of your deployment project for Customer Relationship Management.

Who is it for?

  1. Companies or business divisions with a simple CRM requirement requiring a fast implementation
  2. Larger enterprises seeking a pilot project to assess and fine-tune their CRM needs before a major roll-out

How does it work?
Following a 2 day scoping phase we recommend the right level of package (see below)  for a rapid implementation, which typically involves minimal customisation of the standard system, along with the appropriate CRM licences.
We aim to deliver the solution, fully working in a matter of a few weeks.

Which package is right for me?
The scoping phase will quickly determine your needs. Perhaps you simply need some reliable centralised contact management, maybe this should also include Sales or Marketing or Customer Service, or maybe all of these.


consultCRM QuickStart Implementation Services
:

Package Level

Scoping Phase to quantify your requirement

Installation, Data Load, Configure Company & Contact Screens

Configure Leads and Sales Opportunities

Configure Products, Quotes & Orders

Configure Customer Service Cases & Knowledge Base

Configure Marketing Campaigns

User Training

Level 1

       

Level 2

     

Level 3

   

Level 4

 

Level 5

 

Level 6

Click here to make an enquiry

Additional services include:

  • Workflow configuration to automate business processes
  • System integration (eg. Accounts / ERP)
  • Report writing
  • System administration training
  • Microsoft CRM on Blackberry
  • CRM Mobile on Windows Mobile 5