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This hands-on approach is great if you would like to dive in and start setting up your account immediately. We combine training and proven methodology to assess your needs and accelerate business processes and productivity. You will work directly with one of our trained consultants one-on-one to configure your personal and account settings and to customize your application to fit your unique requirements.
Quick Start Packages
PlanPlus™ Implementation Consultation
If your CRM implementation project involves a larger number of users or has some complex issues, it may be best to create a clear project plan before diving in. An Implementation Consultation will include an analysis of all of your lead generation activities, Sales Processes, and workflow related business flows. The result will be a written project plan with clearly defined milestones and objectives for your CRM implementation. The plan can then be implemented by your own Trained Internal Administrator or by an External Administrator.
PlanPlus™ Managed Services
For customers that have their account set up and just need some additional functionality we offer managed services. Some of the services that can be provided include: website forms, sales processes, custom page layouts, custom fields, territory rules, HTML email templates, blast and drip email campaign design, and more.
PlanPlus™ Data Migration & Integration
Are you migrating your data from another CRM? Do you have existing systems in place that will need to integrate with PlanPlus™ Online? Request a quote for Migration or Integration services.
PlanPlus™ Industry-Specific Solutions
Our Professional Services Team can work with you to create customized solutions for your industry such as Real Estate, Finance, Medical, Consulting, etc.
PlanPlus™ Custom Development
Adding additional features including Quickbooks integration, customer support applications, Time tracking, Invoicing and Billing, and e-commerce shopping cart can be done through our Custom Development group.
The PlanPlus™ Online Professional Services Group
Call: 801.438.3460, ext 2007
Email:
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The PlanPlus™ Online Professional Services Group also offers several customized services through our exclusive partnership with COMPLETE xRM, a leader in deploying flexible, ease-of-use, and cost-effective online on-demand solutions.
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