CRM Consulting and Professional Services

Our consultants have the skills, experience, and insight to help you leverage Salesnet CRM and see results. We offer a variety of Professional Services to get you up and running quickly and to enhance your performance.

Implementation

We've developed a quick, straightforward, and cost-effective implementation approach, geared towards delivering specific business results and a rapid ROI that is tailored to each customer's needs. Our proven implementation process always keeps your objectives top-of-mind: maximum adoption, ease of use and measurable business results.Our prepackaged implementation services are built upon years of experience implementing Salesnet. You benefit from our expertise and industry best practices, so your time to productivity is rapid. Our implementation services include:

• Quick Start Implementation designed to get you up and running fast
• Custom Implementation Packages based on your specific needs
• Implementation Planning
• Data Migration and Import Services
• Training for Users and Administrators
• Custom Reporting and Analytics
• Dashboard Building and Customization

Training

Salesnet is easy to use right out of the box. We do recommend, however, that you take advantage of our product training to make sure you're maximizing value and using Salesnet to its fullest potential. We offer several convenient training options, tailored to meet your needs. Training offerings include:

• On-Site Customer Training: Instructor led training, which can be based on our curriculum or customized to your specific requirements.
• Online Customer Training: We offer our standard training or customized product training specific to your needs. Training is delivered live via online meeting at your convenience.
• Recorded Online Training: We offer free recorded training sessions. Each session presents an overview of a specific area or function in Salesnet CRM.
• Data Migration and Import Services
• Training for Users and Administrators
• Custom Reporting and Analytics
• Dashboard Building and Customization

Salesnet CRM Consulting and Tune Up Sessions

Does your team effectively utilize Salesnet on a daily basis? Are reporting and analytics providing you the insight you need to manage your business? What additional features in Salesnet would you like to take advantage of, but don't have time to address? During a Salesnet CRM Tune Up session, a consultant will discuss how you can get the most out of your Salesnet implementation. During this session, you and your consultant will:

• Discuss Salesnet CRM Best Practices
• Determine where you may have particular issues in your implementation.
• Discover additional areas and practices that you could take advantage of in Salesnet.
• Develop a plan and proposal for your company to leverage Salesnet to meet your business needs.

Development and Integration

Salesnet offers a turnkey solution for sales, but is designed to easily integrate with existing legacy systems, enabling you to share information across your organization. We offer a variety of scalable, open and powerful integration methods, with choices to accommodate any level of integration skills and budget.

Integration Links: Integration Links provide a simple way to integrate basic systems by clicking on configurable links. The links can be easily configured by your own administrator in minutes. Use I-links for passing deal information to billing systems, sharing contact information with marketing, tracking product inventory levels in your ERP system, etc.

Web Services API: Our Web Services API is the most mature, complete and robust integration in the industry and is based on open standards, making integration affordable for any company. It is ideal for companies who need heavyweight, highly customized integrations.

Your developers will find that our Web Services API provides the deepest, most robust, customizable integration architecture possible, using XML Web Services. Integrate legacy systems such as call centers, marketing automation and ERP.

Using the API, you can build a bridge for sharing critical customer and sales data across the enterprise, reducing data entry time by allowing your users to enter a piece of data once instead of several times. You can push or pull lead, account, contact, opportunity, campaign, appointment, task and notes data to and from Salesnet - in real time or at intervals you set.

Outsourced Administration

Allow our team of experts to administer our software for you. We can manage user accounts, make process changes, create new dashboards, develop templates, and more so you can focus on the bigger pictures.