Our experts are ready to help with setting up your system and training your users. We will make sure that you get off to a good start and help you go-live with your CRM project faster.
A light onboarding package for Customers with small & Structured data sets and limited consultative needs. For SMB/Starter
750 GBP
Following included in the package:
• Account setup
• Startup meeting with a consultant
• Walktrough of basic utilities
• Walktrough of configuration options
• 1 Basic data import
Purchasable Add-ons:
• Workshop
• Consultancy Hours
• Customised Training
A standard onboarding package for Customers with medium sized & Structured data sets. For SMB/Starter
1450 GBP
Following included in the package:
• Account setup
• Startup meeting with a consultant
• View and Layout adjustment according to your need (incl. custom fields)
• 1 Basic data import
• Basic Explanation Of the Overview
• Training on the account set-up
• 1 Email Template Creation
• 1 PDF Template Creation
• E-mail and calendar integration (MS Exchange or Google)
Purchasable Add-ons:
• Workshop
• Consultancy Hours
• Customised Training
A full service onboarding package for Customers. For SMB/Starter
2600 GBP
Following included in the package:
• Account setup
• Startup meeting with a consultant
• View and Layout adjustment according to your need (incl. custom fields)
• Data import & Datanalysis
• Explanation Of The Overview
• Training on the account set-up
• 2 Email Template Creation
• 3 PDF Template Creation
• E-mail and calendar integration (MS Exchange or Google)
End user training:
Custom training for the end users
Purchasable Add-ons:
• Workshop
• Consultancy Hours
• Customised Training