We collaborate with you and your team to assess your marketing and sales process needs. We assist in documenting and qualifying your lead generation, selling, and onboarding processes, which are crucial for developing an effective implementation plan.
Following the Discovery Workshop, we recommend the best implementation plan for your business, including custom fields, automation, training, and necessary customizations.
We execute the comprehensive design of your sales and marketing system, from website lead collection to client onboarding and after-service support. We help integrate your current data into the new CRM, ensuring maximum automation to save time and increase efficiency. Additionally, we provide thorough training to ensure you, and your staff are well-versed in using the entire system.
Post-installation, migration, and training, clients often have follow-up questions and seek further process improvements. Having been in the industry for 4 years, we are committed to supporting you in using SuitCRM and assisting with its ongoing use in your organization.