Rapid Roll-Out - Implementation Package Options
Contact us for complete details on the Rapid Roll-Out Approach to CRM Online.
Package Features / Services Silver Gold Platinum Analysis Project Management Discovery & Analysis Solution Design Summary of Findings X X X Configuration - 5 Users User Accounts Security Profiles Standard User Configuration X X X Minor Customizations Fields, Forms, Tabs, Views & Lists 30 45 60 Set Up - 5 Users Workstation configuration to access CRM Microsoft Outlook configuration to access CRM X X X Data Importing Importing of Accounts & Contacts X X Training - Fundamentals X X X Training - Functional - Sales Force Automation or Customer Service X X Training - 2nd Functional Area X Technical Support - Issue Management Application, Configuration, Set Up or Customization 2 3 5 Advanced Configuration Offline Synchronization X Advanced Training - Users, Security, Admin X Advanced Training - Data Importing X Advanced Training - Template Development X Package Price: $ 4,995 $ 7,995 $ 13,995                                                         Additional Services Available* Silver Gold Platinum Additional CRM Users (each) $ 395 $ 595 $ 895 Offline Synchronization (each) $ 195 - - Importing of Accounts & Contacts $ 495 - - Data Importing of additional Entities (each) $ 395 - - Implementation of additional Functional Area (each) $ 1,995 - - Minor Customizations (blocks of 10) Fields, Forms, Tabs, Views, Lists $ 195 - - Advanced Training - Entity Development & Workflow $ 895 - - Advanced Training - Users, Security & Admin $ 895 - - Advanced Training - Template Development $ 895 - - Advanced Training - Data Importing $ 895 - - Training Materials Call - -                       * services made available in addition to the ones provided in the 3 packages. Other Services available from our CRM team include: (quoted upon request) Data Migration from other CRM/Contact Management systems Development - Custom Reporting & View Development - Entity Development - Workflow Integration - with additional LOB applications Support - workstation set up & outlook integration issues