 |
|
CRM implementation services include:
|
|
| Concentrated Needs Analysis |
|
|
| Researching business issues, analyzing them in detail, and developing detailed customization specifications are hallmarks of CRM, and if not done correctly can be the primary cause of failure. The Propellix Concentrated Needs Analysis cuts to the chase via a proven, proprietary methodology that establishes a far stronger foundation for successful CRM, than a typical needs analysis. |
|
| Implementation |
|
|
| Propellix implementation services come complete with application installation and configuration, user interface customization to fit your needs, data import to centralize your data, and full application testing. |
|
| End-User Training |
|
|
| Training is where the rubber meets the road. Without user adoption, your CRM solution ceases to be a benefit. Your end-users need to walk away from training with a clear understanding of the value that your CRM solution will give them. Propellix user training services are designed to maximize end-user adoption and continued long-term use. |
|
| Admin Training and On-Going Best Practices |
|
|
| Having a successful roll-out is only the beginning. Ensuring on-going success is what drives ROI, and by taking advantage of Propellix's administrator training and following our on-going Refined Best Practices you will gain the skills you need to manage your CRM system for continued success. |
|
|
As-needed services include:
|
|
| Integration |
|
|
| The power of your data grows exponentially the more you integrate it with other data in your company. Wouldn't your business run more efficiently if your sales team had a customer's accounting data available? Imagine purchasing information flowing directly from your webstore into your CRM database. By analyzing your requirements, providing an integration design recommendation, and completing all the necessary work, Propellix can integrate your systems so they add value to your CRM strategy. |
|
| Custom Reports |
|
|
| Though the CRM solutions that Propellix implements come with a multitude of reporting options and pre-built reports, there may be times when you may have more complex reporting needs. Propellix can train your in-house IT administrator to build your own custom reports, or we can produce the reports for you. |
|
| Outsourced System Administration |
|
|
| Propellix's outsourced administration services are ideal for companies with an already over-extended IT staff, or for smaller business that do not have, or do not need, full-time IT personnel. Our administrators can work on-site or remotely depending on your preference and need. Outsourced system administration services can care of: |
|
|
 |
Managing backups |
|
|
|
Setting-up new users |
|
|
|
Customizing user interfaces |
|
|
|
Compensating for changes in workflow |
|
|
|
Building or re-defining alert triggers |
|
|
|
And much more |
