CRM software needs to be configured or set up to the way you do business for example – customer service side ( set up users , routing of phone , chat , email from customers ; integrate your social media platforms , set up canned responses , ticket templates etc. ) On marketing side (connect CRM to your website, set up web forms to capture customer information and save in CRM contact database ; also setting up marketing campaigns . Finally on the sales side we would need to set up your sales pipeline stages for instance.
In short set you up to operate how you work .
Onboarding plans include :
- Configuration ( Set up )
- Online training of users – Self train using videos , Online live instruction or a combination .
We can provide the service and support to get you operational and have generally created 4 standard onboarding plans ranging from 3 weeks to 8 weeks .