Cloud CRM Setup, Training & Support

Fast Track Program: All-inclusive setup & training. Fixed cost, unlimited potential.

Fast Track

To help you achieve the fastest possible return on investment on your Cloud Based CRM Software, we have developed our Fast Track program. On the basis of years of experience dealing directly with our clients we will help you get on your way with your Salesboom Online CRM Software purchase, and achieve a positive ROI within weeks. Fast Track is great not only for new to Cloud Based CRM Software customers who want the best possible set up, it is also great for existing Salesboom clients who feel they aren’t leveraging all of what Salesboom has to offer.

Cloud CRM Fast Track comes in two forms: Set-up & Streamline.

Cloud CRM Fast Track Set-up:

This option is tailored for the new Cloud CRM Software user. Experts at Salesboom will help with the initial setup of your software ensuring the single most important business process will run smoothly. Fast Track Set-up will help you to prioritize what is most important to your business so you can get underway quickly and have all users productive and using the system effectively.

Cloud CRM Fast Track Streamline:

Tailored for existing Salesboom Cloud CRM Software users. Our experts will help you realize capabilities not before utilized by implementing your single most important business process. With these new business discoveries your company will receive even more benefits from your Salesboom Cloud CRM Software Solution purchase.

Main Benefits

  • Benefit from high user adoption in your organization
  • Receive great improvements in very little time
  • Keeps all progress documented to assist with tailoring for future business growth
  • Use metrics to measure and manage your business
  • Gain the knowledge needed to align your current Cloud CRM Software requirements with your future growth and needs

What You Receive:

Fast Track provides you with the following services:

  • Complimentary consulting and project planning session, with online demo to show you how it works.
  • Needs Analysis to develop a short, medium, and long term plan for configuring the CRM, rollout & training end users, Integrations, Customizations, etc.
  • Application customization based on your priorities realized from consulting with Salesboom
    • Adminstration and Security set up of User Role Hierarchies, User data sharing rules, and User Profiles
    • Custom Forms for Quotes, Contracts, Invoices, Work Orders, and any Document. Online and Offline Web Forms and Mobile Forms, Integrated with the CRM.
    • Implementation of key business workflow processes
    • Configure the CRM. Add custom Fields, Customize user interface, Build Reports & Charts, Build custom Workflow rules, etc.
  • Solution review once configuration is complete. Use the system to test it out, gather feedback & change requests. Repeat until Go Live.
  • Customized Training and Tran-the-trainer sessions. Recorded Training Video to re-use with your team.

For More Information about Fast Track Set-up & Streamline and how they can optimize your Cloud CRM Solutions, please contact our experts at Professional Services at at: 1.855.229.2043 |

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