Before installing DealFabric CRM
–
- Review of your specifications,
- Taking into account your existing (data, reporting, applications),
- Advice and sharing of business- and application best-practices,
- Customization of ergonomics and taxonomy,
- Customized automation.
DealFabric CRM Installation
(Package or à la carte services)
- Recovery of your existing data,
- Integration in your IS: middle and back-office,
- Office Automation Integration,
- Integration to your website (forms),
- Data room integration, sourcing applications, etc.
Getting Started, Onboarding
(Duration depending on team size)
- Transfer of skills throughout the project,
- Onboarding of users,
- Administrator training,
- Reporting training (Microsoft Power BI),
- Marketing Automation Module training.
