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Services
CRM Sales Support
Every relationship begins with a get-to-know-you period, which is important
in the selection of business software. We help prospective clients
make an informed decision about product choice by discussing what fits and what doesn't.
Having years of business software experience beyond the realm of
Infusion, ACT!, Sales Force, etc., we are able to point people in the right direction
right from the start.
Project Planning
There is a range of valid implementation approaches in information technology, from
"all at once" to a step-wise staged rollout. We believe that determining
the right approach for a specific user is often just as important as chosing the best product fit.
We offer our experience to Infusion CRM clients to best plan and implement their move to Infusion.
We call it, "From Inthused to Infused!" (btw, our largest client for about six years
in the late 90's and early 2000's was the Project Management Institute, the world's largest
professional association for project managers!)
Infusion CRM Configuration
From getting a jump-start in the initial implementation to more involved situations,
we are able to help you
- Work Infusion CRM into your current workflow
- Integrate Infusion CRM into your Web Site
- Point you in the right direction with all Infusion modules
Often there is a overlap between congiguration and training. Given a choice,
we would prefer to train you how to manage things. Still, we are available to
handle configuration tasks in an ongoing manner, when needed.
Infusion CRM Data Conversion
Data manipulation is almost always part of a data conversion process, and we
are able to help with this for our Infusion clients.
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