ConsultCRM's QuickStart programme is designed to assist any organisation to get up and running fast with a straightforward CRM implementation.

Large Enterprises

As a large Enterprise you may be looking to pilot the CRM system, ahead of a larger roll-out.

QuickStart is an ideal option as you can rapidly start to explore the viability of the solution for the organisation, and as we include knowledge transfer for your IT team, you will immediately gain the first hand technical knowledge your team needs to start to take ownership of the solution..

Mid-Size and SME Businesses

QuickStart is perfect as it allows you to get a fully functioning CRM solution up and running in a matter of days and is ideally suited to clients who have a straightforward CRM requirement with no system integrations, workflow requirements or data migration issues.

Our QuickStart Programme

A package of implementation services that ranges from 5 to 15 days dependent on your specific needs

QuickStart includes:

• Initial requirement analysis and documentation of what is to be implemented
• System installation
• System configuration of the out of the box fields and screens
• Data load based on data provided in the correct format
• Training for end users and system administrators

Optional Extras:

• Specification and delivery of tailored reports or templates (Word / email)
• Specification and configuration of workflow and automation of tasks or alerts
• Specification and delivery of customised views and functions not available in the standard system
• Specification and delivery of integration work
• Assistance with data migration