Get started with CRM in 2 weeks
Ready made action plan for getting started with CRM solution to manage Potential Customers and Sales pipeline more efficiently.
Why you should be looking at this
Converting your organization to customer focused one can be a pain for the whole operation team. While a lot of companies would like to take that road they find themselves trapped in how to support changing business rules and workflows.
Do you know
- How often your potential customers have been followed up ?
- Why some of them have not converted into customers ?
- Where is each team member in process of closing a Sales Deal ?
- Is everyone working on closing that major Sales Deal you are excited about ?
- Who is hitting their Sales target ?
Need for a solution that would support this transition becomes a necessary step in the process and we are here to offer you action plan how to get started without losing too much time and resources on it.
How to support your CRM strategy and operations
Eontek team of engineers have been working with CRM platform from company called SugarCRM that is one of the leaders in CRM solutions space. We help companies like yours get started by selecting appropriate solution for your company that will help you support the transformation to customer oriented company.
We know how hard it is to get started with new solution so that’s why we have created an Get Started action plan that will get you onboard in 2 weeks time frame. Only once you get started with solution you can understand how to better utilise it as you go down the road. We will be there to talk with you when time comes to scale things up.
Our action plan includes 80 hours of Eontek experts time that they will spend on helping your team get on board with new solution.
Our action plan covers following activities to set you up for success:
- Discovery session with your team on how to get started with CRM
- Solution setup on SugarCRM cloud
- Importing up to 30 users
- Workshop on teams and roles
- Configuration of up to 5 teams and roles
- Workshop on required custom fields
- Configuration of up to 30 custom fields
- Outline implementation details for the whole team
- 4 hour End user training session
- 4 hour Administrator training session
Who is SugarCRM
SugarCRM enables businesses to create extraordinary customer relationships with the most innovative, flexible and affordable CRM solution on the market. Unlike traditional CRM solutions that focus primarily on management reporting, Sugar empowers the individual, coordinating the actions of customer-facing employees and equipping them with the right information at the right time to transform the customer experience. And Sugar pricing is simple and affordable, so you can deploy it to all your customer facing employees, and know what it’s going to cost. Recognized by leading industry analysts as a CRM visionary and innovator, Sugar is used by more than 1.5 million individuals in over 120 countries.
Looking forward to learning more about your business
Leave your contact details and someone from our team will contact you as soon as possible.