Professional Services Consulting – Fresh Start -CRM


Onsite Training | Training

Full Day on-site consulting visit – CRM

This package includes one full day on-site consulting visit to: Review effectiveness of salespeople at completing tasks; Review number of open sales opportunities; Review current data management processes; Purge old, unnecessary data, campaigns, and tasks; Recommend Best Practices; Train staff on new best practices; and Document new best practices. Out of pocket travel and lodging expenses for onsite consultation will be billed to Customer at cost.

Last updated: February 2020

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