Get up and running quickly on the world’s best CRM.
Aimed at helping budget-conscious SMB organizations maximize their Salesforce potential. CRMD’s QuickStart implementations offer dramatic improvements in a short period of time.
01. Business Process Review
The measuring tape to the tailor. CRMD will conduct interviews with all involved stakeholders to custom tailor the CRM to your company’s specific needs.
Based on our measurements, CRMD will begin the implementation of your CRM, with weekly check-ins to review progress and assess direction to make adjustments on the fly. We’ll also include a FREE data migration for qualified customers.
Your CRMD dedicated PM will make sure you’re comfortable using the system and will teach you how to make minor updates so that you can focus on what matters to your business.
Core Implementation Features
We’ll implement a complete CRM to meet all of your core needs. With a predefined scope of work, our QuickStart service helps organizations maximize their
Salesforce potential in a short ~60 hour engagement.
Take your office on the road – CRMD will enable you to use your custom-tailored CRM right from your phone with no additional cost.
Get a pulse on your business proactively using workflows, so that operations run smoothly around well planned, actionable decisions. Create triggers from actions within Salesforce to automatically send emails, tasks or update fields.