A GREAT CRM Implementation PLAN is ESSENTIAL to CRM SUCCESS
Small Business
- 1 – 2 users only
- Customize Fields & Layouts
- Load Contacts from CSV/Excel – 1 file
- Saved Searches, Reports & Dashboards
- Training – 1 session
Basic Team Setup
- Customize Fields & Layouts
- Custom screens for up to 3 roles
- Load Contacts from CSV/Excel – up to 5 files Includes duplicate removal/merging
- Saved Searches, Reports & Dashboards
- Configure Permissions
- Lead Capture & Email Capture setup
- Training
- 1. End User Session
- 2. Management/Marketing Session
CRM Migration
- Migrate Existing Data from Previous CRM
- Contacts
- Companies/Accounts
- Notes/History
- Sales Opportunities
- Additional Charges for more than 1 CRM backup
Email Campaign Setup
- Campaign Strategy Consultation
- Write and Design 1 Email Template
- Create Campaign
- Marketing User Training
- Additional Charges for additional emails
Integration
Mapping of excel file to SN fields
Configuration of automation
SN dev staff supports client dev staff
- Answer questions
- Assist with troubleshooting
- No actual development included
SN activates existing API for client use
SN creates 1 trigger/web hook to write to external system under conditions defined by client
SN dev staff supports client dev staff
- Answer questions
- Assist with troubleshooting
Additional charges for additional triggers/web hooks
SalesNexus works directly with your team to:
- Strategize and define and prioritize requirements for
- Sales processes
- Lead generation processes
- Lead nurturing processes
- Data exchange with key business systems
- Communicate the “Why” of CRM to your team
- Plan integration with accounting, ERP and other systems.
- Create user specific processes for key workflows
- Create user specific reports and dashboards
- Design, write and create email templates and campaigns
- Pilot the system with key users and make adjustments
- Plan and create user specific training programs and content
- Conduct on-site and virtual training as required
- Provide on-going premium help desk and support services.
Affordable CRM setup and support
SalesNexus services are typically ⅓ the cost of independent CRM consultants.
That’s because we provide CRM implementation and support services in order to ensure you’re successful with SalesNexus and are a client for a long time.
The average customer lifetime for CRMs is only 28 months because they’re typically so poorly implemented. We make sure you get it right. SalesNexus customers stay with us an average of 5 years.
See an in-depth cost comparison of SalesNexus vs. other CRMs, including implementation costs here.
