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Get Started Fast In just a matter of days you and your business will begin to experience an immediate return on investment. Our proven structured implementation gets your organisation and your team up and running fast with your own CRM solution, customised to how you work. Stage 1 - Sales Process Analysis & Customisation We take a close look at the sales processes you have in place and start documenting changes to your account (company), contact, lead and opportunity tables. We capture the information that is relevant to your company and contacts by customising fields, sections and tabs on the CRM form to suit your business. By the end of stage one, you can already log onto your new CRM system and start familiarising yourself with your new software. Stage 2 - Customisation We start to customise the software from the documentation we took at stage one. This is where CRM takes on a more personal touch, as relevant information to your particular business starts to shape your new CRM system. Stage 3 - Data Consolidation We consolidate the data you have all through your business into Microsoft Dynamics CRM. At this point your CRM system really starts to take shape. Find the people that your company deals with and begin to interact with them using Microsoft CRM. Stage 4 - Training for Users and Administrator Onsite our Aaromba Consultant will take users through some basic user training. Teaching your employees how to find people and companies and how to track interactions with these people and companies. Also included in this training is some basic administration training, allowing you to continue to change your CRM into the future. NOW - It's time to go live! |
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