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Aptean CRM Services


Ensure a Successful CRM Implementation

For a Seamless CRM Implementation, We’ve Got You Covered

Aptean CRM offers a wide range of professional services to ensure a successful CRM software implementation. From system installation and project consulting, to data migration, customizations and user training, the experts at Aptean CRM software will guide you through a seamless CRM roll-out.

Our CRM Professional Services



Incident ManagementOur CRM team can help tailor your implementation by making changes to the database and adding screens and custom logic to the system.

Data Importing

FlexibleIf you need to bring complex data into Aptean CRM, our professionals can help perform the migration to ensure data is ported properly.

CRM Training

Opportunity ManagementOur team can provide customized, one-on-one CRM training on advanced topics such as Workflow, Reports, Incidents, Campaign Management and more.

CRM Ops Review

Lead QualificationAre you getting the most out of your CRM software? Let our experts conduct an Operation Review to maximize your usage and improve sales & marketing efforts.

Project Management

Relationship ManagementOur project managers are available to guide you through your CRM implementation and ensure all necessary components are in place for a seamless roll-out.


Easy ImplementationWhether your CRM solution is hosted or on-premise, we can provide you with the road map, technical consulting and training to leverage product enhancements.

Technical Consulting

Remote AccessibilityOur team of technical consultants is ready to assist with IT-related functions, including database administration, server configuration, connectivity and data conversion.

Knowledge Transfer

Simple ScalabilityWe can help you minimize risk during periods of change by helping document the knowledge necessary for your users to quickly and efficiently execute their assigned tasks.

Aptean CRM Implementation Process

Our experts will guide you through your CRM implementation to ensure your goals and timelines are met and your business processes are properly defined and captured in Aptean CRM software.

Your core team will receive training and advice in each step of the process. Typically, this includes:

  • CRM Overview Training
  • Administrator Training
  • Customizing the Database
  • Importing or Adding Data
  • Testing & End-User Rollout

Quick Start Implementation Option

For smaller-scale or simple CRM implementations, we offer a Quick Start Option at a flat rate to provide Initial Setup Training and Support.

This Includes:

  • Aptean CRM set up of up to 3 users and training on system setup and administration requirements
  • Application Overview
  • Administrator Training
  • Main Pages and Drop Down Field Configuration (Set Up Tables)
  • Outlook Integration Training
  • Basic Import for a single, standard spreadsheet, including training and assistance

Advanced Implementation Consulting

For large-scale or complex CRM implementations, we offer advanced consulting services to streamline your implementation.

This Includes:

  • Identify the CRM project scope, timeline and user/management expectations
  • Determine the requirements for data importing and complete the data migration
  • Outline business processes and develop best strategy for CRM implementation and database setup
  • Develop CRM software training plan and rollout to your users
  • Identify any potential customizations

Ready to Learn More?

Ready to see how our powerful CRM software can benefit your business? Schedule your personalized, one-on-one demo today.