Kickstart Sales
$690
Guidance to acquire, nurture, and win more deals, faster
Access to a Dedicated CRM Expert (1 Month)
Marketing & Sales Assessment
3x 90-minute CRM Design Sessions
Implementation
Sign-off
Admin & User Training
Kickstart Support
$690
Guidance to increase satisfaction and retain customers for longer
Access to a Dedicated CRM Expert (1 Month)
Support Assessment
3x 90-minute CRM Design Sessions
Implementation
Sign-off
Admin & User Training
Kickstart Ultimate
$990
Guidance to increase satisfaction and retain customers for longer
Access to a Dedicated CRM Expert (1 Month)
Marketing, Sales, & Support Assessment
3x 90-minute CRM Design Sessions
Implementation
Sign-off
Admin & User Training
What is the Kickstart Program?
Our kickstart program is designed to help businesses optimally deploy Vtiger organization-wide. To do that, our CRM experts conduct discovery sessions to understand business needs, then customize and implement Vtiger to address key business challenges, import data, answer key questions, and train an individual at the organization on how to use Vtiger to its fullest, ensuring the best Vtiger experience possible.
Phases
Discovery
- Requirements identification via a 70+ question survey
- 2 hour questionnaire review
Design
- Up to three 90-minute process review and implementation meetings in the first 15 days.
Implementation
- Users, Roles, Groups
- Dashboards & Reports
- Module selection
- Field customization
- Workflow creation
- Data import
Review & Sign-off
- Review with admin and feedback incorporation
Training (Admins)
- CRM Settings
- User Management
- Data Security
- Customizations
- Automation Setup
- Integrations
- Recommendations
Training (Users)
- CRM Overview
- Handling Records
- Sales Process
- Opportunity Mgmt
- Calendar Mgmt
- Documents Mgmt
- Inventory Mgmt
- Support Mgmt
- Report Generation
- Useful Extras
Have questions about our Kickstart program that aren’t answered here? Send us an email at [email protected], or give us a call at 877-784-9277.
