1. CRM Training

Training is an essential part of installing a CRM system. If your users don't know how to use the software, they want to use it at all. So all of your users must be trained. The ideal situation is to have your business processes already set up in the system before everyone is trained. And the training is by role or team.

2. CRM Integration

Most companies today want to integrate or share data across all their major software applications. Connecting systems create one central location (CRM) where important information can access by all team members. And also prevents double or trip data entry and keeps everyone and all records up to date.

3. CRM Implementation

The implementation consists of configuring and customizing your CRM system so that it fits your business model. This makes the interface more intuitive and users will be able to immediately start using the system without much of a learning curve. Implementation services are a one-time, upfront fee and are priced based on the number of man-hours needed.

4. Additional Services

The cost of the subscription per user is just the starting point for CRM implementation. Most CRM allow customization with third-party add-ons, and the price tag for these can be considerable.