What we do...Sales Process Group offers a variety of proven services, designed to roll out your CRM system quickly and efficiently. These services include:
System Configuration- We deliver a complete hosted CRM system designed and configured around your own business processes
Data Migration- We can import data from almost any source into your CRM system, including product lists and users.
Training- We offer web based or onsite training designed around your custom system. Our trainers have have instructed over 3000 users on the most effective way to use CRM technology.
System Administration - Complete maintenance of your CRM system by our experienced professionals includes all changes necessary to maintain your system at its peak level of efficiency. We also deliver quarterly reviews of new functionality and bi- annual system checks.
How we do it...
Analysis:
- We start with an analysis of your business goals and processes. By taking care to understand how your company works, our team will provide recommendations to improve your work processes and deliver a helpful, timesaving solution the first time through.
Setup:- Having worked to understand your needs up front, the implementation can be completed with a minimum of distraction. Users are added, data imported, security is configured, and modifications based upon processes are created. The system is built around the way you do business.
Launch:
- Our trainers work with the implementation team to customize a complete training session for your team. The training can be either onsite or web based, and is designed around your processes and configuration.
Assess:
- Several weeks after the training and rollout is complete, and your team has been using the system, our Business Analysts return to re-assess the results of your implementation. Changes are made to reflect new user requirements.
