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Entegraty's All Inclusive CRM Package Includes: 

Business Analysis

• The identification and ongoing analysis of objectives, constraints, and alternative courses of action

• Examination of the probable consequences of the alternatives in terms of costs, benefits, and risks

• Presentation of the results in a comparative framework so that the decision maker can make an informed choice from among the alternatives

Scoping

• Setting the context and establishing the relevant baseline information

• Proposing objectives and indicators

• Identifying reasonable plan alternatives

Configuration

• System Configuration - appropriate fields, lookup lists, activity codes etc.
  
  
• Workstation Configuration - relevant settings of each workstation accessing the CRM are checked. Links to other applications are installed (if relevant) such as Word and Outlook

• Laptop Configuration - if the decision has been made to deploy the CRM on remote users' laptops, separate installations and configuration will be done on each one. The necessary synchronisation settings will then be configured on the individual laptops and the server

• User Rights - users and user groups are created and assigned appropriate access rights

Customisation

• Application Integration - Entegraty has many years experience of integrating applications with the CRM. We are able to quickly assess requests for enhanced functionality for your new CRM and provide fixed-price quotations for implementation

• Report Writing Customisation - While CRM has standard reports which are part of the application, you may decide customised reports are more suitable. Our consultants can create these reports using either proprietary or Crystal Reports

Data migration

• It is often a requirement to import legacy data from previous systems into the new CRM. Entegraty has experience in importing data from many different product sources  

Training

• Onsite Training Clinics

• Administrator Training

• Custom End-User Training

• Classroom Training

Support

• The Entegraty team will help you to get the most from your CRM - we help you to understand the processes in your business that can be made more efficient using your new CRM solution

• Entegraty provides you with assistance from an experienced member of our consultancy team. The Entegraty team have years of experience delivering systems tailored to our clients needs, from helping new staff to use the system in a small office to helping roll out very large solutions