Our professional services packages ensure a successful implementation

At Salesnet CRM, we focus on the three key factors of a successful CRM Implementation: Management Involvement and Support, Keeping it Simple, and Training with a Purpose.

Our Services

Workflow Process Consultation

Consultants will review and advise you on your existing process(es) as needed. There are several built-in processes for managing Opportunities, Accounts and Marketing Campaigns. You may choose to use these out of the box or work with us to configure your own.

Integration

Includes consideration of systems and processes in other areas of your business to help drive a cohesive and integrated solution. Whether you have legacy systems that are difficult to integrate or open platforms that allow for easy integration, we will work with you.

Data Migration

With over 20 years of proven Data Migration Experience, the Salesnet CRM team has successfully executed hundreds of system migrations from spreadsheets to multi-platform, multi-organization consolidations. You'll be able to migrate your valuable data to Salesnet CRM securely and accurately in a timely manner without worry.

Custom Reporting

Having worked with many clients in a diverse set of industries, our team has the proficiency to consult and guide teams through the report design process. We're here to help you develop data strategies that will support the reporting you and your managemehnt need for strategic planning.

Training

Successful training is vital to CRM implementation and adoption throughout the organization. We are not going to sell you a CRM, deliver it, and walk away. Our live training concludes with a Train the Trainer session so Managers and Administrators can be confident in onboarding new team members after the project is complete.

Unparalleled Customer Service

The Salesnet CRM team looks forward to creating long-lasting partnerships. If you have an idea on how we can improve our system to better serve your business, we want to hear it. We will be here to support and guide you as your processes and organization evolves. Your success is our main goal.