Customer Relationship Management (CRM) Configuration
Maximize your customer relationships with our expert CRM configuration services, tailored to streamline processes, optimize workflows, and drive business growth.
Included:
o Branding Guideline Configuration
o Pipeline Setup
o Client Contacts Import
o Questionnaire Configuration
o Templates Design & Setup (Up to 10 templates i.e brochure, proposals, etc.)
o Confirmation, Reminder, and Follow-up Emails Design & Setup (Up to 10 email types)
o Scheduling Configuration (Up to 10 meeting types)
o Linked Calendar
o Basic Training
Maximize your customer relationships with our expert CRM configuration services, tailored to streamline processes, optimize workflows, and drive business growth.
Included:
o Branding Guideline Configuration
o Pipeline Setup
o Client Contacts Import
o Questionnaire Configuration
o Templates Design & Setup (Up to 10 templates i.e brochure, proposals, etc.)
o Confirmation, Reminder, and Follow-up Emails Design & Setup (Up to 10 email types)
o Scheduling Configuration (Up to 10 meeting types)
o Linked Calendar
o Basic Training
Maximize your customer relationships with our expert CRM configuration services, tailored to streamline processes, optimize workflows, and drive business growth.
Included:
o Branding Guideline Configuration
o Pipeline Setup
o Client Contacts Import
o Questionnaire Configuration
o Templates Design & Setup (Up to 10 templates i.e brochure, proposals, etc.)
o Confirmation, Reminder, and Follow-up Emails Design & Setup (Up to 10 email types)
o Scheduling Configuration (Up to 10 meeting types)
o Linked Calendar
o Basic Training