CRM Implementation

CRM implementation

Did you purchase a CRM such as Salesforce or ZoHo only to realize that it is not setup to run the way you would like? Do you feel like the software will not be as useful to your business as you hoped it would be?

Generally the software isn’t the issue but actually the implementation of the software. Purchasing a CRM is just the first of many steps required to maximize the return on your investment. These platforms need configuration and customization to really work for your business. Once it is configured to your specific business needs the power of the software can be realized.

SAlesforce

Salesforce is one of the most powerful platforms available to companies. The platform can be totally customized to fit the needs of your business. That customization however is a two edged sword and does come at the expense of ease of use out of the box.

To help you maximize the use of the platform we offer Salesforce implementation, troubleshooting, and administration services.

If you just purchased the platform and need some help with implementation give us a call. We can sit down with you and discuss your business needs and objectives and how you would like to see a return on your investment into the platform.

No matter if you need large scale implementation support, help modifying your existing Org, or just some basic Salesforce administration work we can help.

Conga Composer Integration

Do you find yourself spending hours or sometimes days preparing proposals and quotes for prospects. Do you want to improve the appearance of your proposals and quotes to give your company a more professional appearance? With Conga Composer you can do this. With Conga Composer you can significantly streamline the process of proposal and quote creation. We have been able to help customers take proposal creation from hours to minutes saving staff valuable time that can be devoted to other activities.

Conga Composer, much like Salesforce, doesn’t come ready to use out of the box. You will need to configure it and modify your proposal and quote templates to work. This is where we come in. We can setup Conga Composer for you and help convert all your existing documents to work with the system.