Our FastTrack Services provide expert help to rapidly implement the Power-CRM product at a fixed cost.
FastTrack is a rapid, fixed cost implementation service for Power-CRM. We offer FastTrack for the Marketing, Sales and Customer Service areas of Power-CRM.
Each FastTrack program includes full implementation services beginning with a kickoff session. During the kickoff, we review your sales/marketing/service processes and how Power-CRM will be optimally configured for your business. The plan is created including detailed configuration information and handed off to our service team. Once your solution is built, we conduct a full review with you. We collect feedback on any changes, make the changes, and then have you test the system. Then, when the system is ready, we then perform training and go-live.
Our FastTrack program comes with a complete pre-configured template for sales, providing approximately 70% of the configuration nearly all businesses need. The template is built from over 17 years’ experience implementing CRM solutions for businesses of all sizes and types. This allows your solution to be implemented rapidly and at a fraction of the cost of other CRM products.
Our basic FastTrack includes:
- Kickoff Session to review Power-CRM and discuss how it will be configured for your business
- Standard installation and configuration of Power-CRM
- Create users and set security roles
- Setup Outlook & Office 365 integration for all users
- Mobile Client deployment
- Import Data – Account & Contact data for Prospects & Customers
- Configure Prospect, Customer & Contact Management
- Configure Sales (Prospect & Sales Opportunity)
- Configure Activity Management
- Provide End User Training for all users
The following training classes will be held online via web conference:
- End User Core Training – All Users – Account and Contact Management, Activity Management, Dashboards, Outlook Integration. This session is 2 hours – Web-Based
- End User Sales Training – Sales Users – this session trains the end users on the Sales functionality (Prospect, Opportunity, and Competitor Tracking) This is a 2-hour session and required for all users. The Core Functionality training is a pre-requisite. Web-Based
Support is included! Unlimited Break/Fix support is included in the Power-CRM license pricing.
The Sales FastTrack is a 2-week project timeline.
Only $4995 fixed cost, monthly payment option also available (call 844-878-7282 for more information on monthly payment option)