Make The Most Out Of Your Investment
New to CRM? Our CRM Packages are designed to maximize your ROI as you get up and running.
CRM Jump Start
The first step in integrating a CRM solution for your business is to start off with the right tools. This package is designed to introduce you to CRM. The second step, after you have completed your CRM Jump Start package, is to decide which of our services will help you turn it into a complete end-to-end solution. Contact us to improve your productivity and services today.
With our CRM Jump Start package you will:
- Maximize your current IT investments
- Have the ability to generate standard reports
- Be integrated directly with Microsoft Office Applications
- Have a customizable, scalable platform for your business processes
- Have immediate access to your client data
- Have unlimited access to an email, letter and quote template library
This package includes:
- MS Dynamics CRM software for up to 10 users
- Consulting about your business operation and workflow
- Implementation of the software
- One workflow process configuration
- Fields tailored to your business
- One ½ day management training workshop led by one of our Microsoft Certified Trainers Biz It Pro’s trademark package of CRM productivity customizations, which is based on our top recommended enhancements
CRM Edge
Microsoft Dynamics CRM is a powerful tool for managing your customer information. Our CRM Edge package will help you make the most out of your investment. This program offers complete customization options and can be fully integrated into your daily business processes. However, we know that navigating your way to a successful CRM solution can be complicated, which is why proper installation, integration, and training are vital. That’s why our MS Certified Trainers are always ready to offer training to your employees. Together, we will make your CRM solution a success!
With our CRM Edge package you will:
- Maximize your current IT investments
- See a noticeable return on your CRM investment
- Improve your productivity
- Have a clear vision for your CRM solution
This package includes:
- An assessment of your current solution
- Recommendations to help determine how to make your solution a success
- One ½ day management training workshop led by one of our Microsoft Certified Trainers
- Biz It Pro’s trademark package of CRM productivity customizations, which is based upon our top recommended enhancements
