CRM Jump Start
Ensuring that your new On Tap CRM system is adopted by your staff is the single most important element of deciding to purchase any CRM system. Without user 'buy-in', the project will fail.
That's why we've created CRM Jump Start, a comprehensive service that literally jump starts CRM usage within your business. It provides a helping hand through the initial period of CRM deployment to ensure that the groundwork is laid for a long term success.
Objective
The prime object of CRM Jump Start is to meet your initial requirements and bring the system online as quickly as possible. Project objectives will be met when On Tap CRM has been configured, tailored, integrated with your web site, and your users trained.
What we deliver
Consulting
Your project manager will provide up to five hours of consulting services and five hours of project management services to help you develop an internal roll-out plan for your CRM system. This consulting forms part of a formal project plan that is then followed.
We give you full visibility of project status and progress through a dedicated online project management portal where you can see deliverables and communicate directly with the people delivering your solution.
Customisation
As part of the deployment phase of the project, we provide a number of customisation opportunities to get the system tailored to your initial requirements:
- Set-up user accounts, define security roles
- Add up to 50 custom fields added
- Modify up to 20 form layouts
Web site integration
Integration with your public facing web site provides a means of turning a response form into an automatic sales leads in your CRM system. We provide:
- ASPX/PHP page creation
- Mapping of form response fields to CRM fields upon submission
Training
As part of your On Tap CRM deployment we will provide one administrator class and two user training classes. This is delivered online by one of our instructors. Training for more users can be included at additional cost.
Administrator training
- Introduction to administering On Tap CRM
- Customisation of forms
- Importing data
- Creating new fields and objects
- Customising views and queries
- Security roles and user management
- Queues
- Outlook client introduction
User training
- CRM usage - principles and best practice
- System tour
- Managing sales leads
- Searching for records
- Reports
- Exporting data
- Mail merge
- Sending emails
- Sales pipelines
- Customer support
- Create and track activities
- Q&A
What does it cost?
Our CRM Jump Start service gives you everything you need to make your On Tap CRM deployment a success. The cost of this service is just £850, which gives you over £2000 of consulting and services in a burst of focussed activity.
What about afterwards?
To ensure continued success, your dedicated account manager is always on-hand to advise and guide you. We offer a range of training and customisation services to give you the back up and support you need.
