There are very clear CRM benefits to be gained when implementing a brand new business management platform. But before you can begin enjoying the rewards, you need to put the time and effort into getting it all set up properly from the start.
This is where our QuickStart Onboarding Program comes in.
When you sign up for QuickStart, one of our product specialists will help you through each step of the setup process in a series of hands-on training and setup sessions.
These sessions aren’t your run-of-the-mill training webinars, either — they are customized and tailored according to your business’ specific wants and needs.
“You get hands-on experience and training. We do the heavy lifting to make sure you’re up and running properly, in the shortest time possible.”
For example, SmartHome Technologies, one of our early QuickStart clients, wanted to keep close track of all communication they have with their clients.
Simple, but there was an interesting wrinkle: as a home automation company, they weren’t always just talking to the paying client. SmartHome also had to keep in touch with builders, architects, designers, and many other critical third parties involved in an automation project.
Leaving anyone out of the loop runs the risk of overrun costs outside of the project specifications — not to mention delays in completing the project.
Clear lines of communication with everyone involved in every project was definitely priority number one. Our Product Specialist, Laurie, setup SmartHome’s email dropbox so they could email clients right from inside a project. Any and all responses would then come back into that project automatically, keeping all communication in one place.
And just for extra assurance, the SmartHome team would get an email notification every time a new response comes in so they can get right to work immediately.
Filius Bonacci, a business intelligence consulting firm, also had an interesting little quirk in their sales process that Laurie helped better automate within WORK[etc].
The company had two kinds of contacts: Clients and Customers. Clients are the ones they have to bill but they needed to be able to track the work done for Customers on their invoice to their client as well.
In order to do that, Laurie introduced the company’s Strategic Resource Coordinator, Karen Snead, to a handy trick utilizing the project name. Filius Bonacci’s project names would contain the “customer name” — that way, when they bill the client, the company could bill them for all the different customer projects and group the invoice by customer.
“The opportunity to have someone who actually uses the product walk you through the setup and the use is so much better than struggling on your own to figure out yet another program,” said Karen.
QuickStart is customized according to your business’ specific needs. It also includes setting up and optimizing the following:
- Contact and calendar synchronization
- Email integration and links
- Reporting and Smart Lists
- Data imports from your existing systems
- HTML invoice and email newsletter design
- Client portal setup and branding
Putting in the time and effort early is critical to maximizing your return on investment from WORK[etc]. Finding the resources to allocate can be difficult, however, especially for small businesses.
But as SmartHome president Brian Phelt found, one of QuickStart’s key benefits is that not only does it help you put a plan together, it also keeps the CRM implementation process moving forwards.
“The program is excellent because it doesn’t allow you to be complacent with the commitment to improve business operations,” he wrote. “Having someone pushing me along to get started made all the difference.”
Getting started on a new CRM system can feel like a daunting task, but with WORK[etc]’s QuickStart program, taking that first step is now easier than ever.
Offer 1: $499 upfront with bonus $499 credit applied to your subscription ($0 net cost).
Offer 2: $0 when you start or renew an annual subscription.
Learn more here.
