CRM Software & Implementation Services- WorkWise Software

Our CRM Professional Services

Customizations

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

Data Importing

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

CRM Training

Opportunity Management Our 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 Qualification Are 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 Management Our project managers are available to guide you through your CRM implementation and ensure all necessary components are in place for a seamless roll-out.

Upgrades

Easy Implementation Whether 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 Accessibility Our team of technical consultants is ready to assist with IT-related functions, including database administration, server configuration, connectivity and data conversion.

Knowledge Transfer

Simple Scalability We 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.

OnContact 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 OnContact 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:

OnContact 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

OnContact CRM Services

Ensure a Successful CRM Implementation

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