CRM Starter Pack
Are you new to Macola 10 and want to get rolling brand new with CRM functionality. Or are you considering dumping your existing bolt-on CRM for a system that is fully integrated with your Macola 10 ERP but just aren’t quite sure how to move forward. The CRM Started back is a multi-day consultant led “crash course” that gets you setup and ready to deploy CRM as well as gets your staff trained up on the core functionality while tailoring the processes to your unique business.
Key Services:
- Basic configuration of CRM module (includes master data pertinent to your specific industry or business)
- Establish opportunity cycle(s) that meet the needs of your sales representatives
- Setup up sales funnels
- Setup and configure phone queues
- Setup and configuration of business critical workflow automation to help track key performance metrics and help your sales staff stay on top of customer and prospect interactions
- Setup document types to support customer interactions and can be utilized with the Office Integration tools
- Configure default workspace(s) for sales representatives
- Establish workflow automation for customer service staff to track customer interactions
- Configure default workspace(s) for customer service representatives
- Train Staff on how to use your new CRM system
- Overview of import and export tools, reporting/data mining, and data cleansing options
