| When it comes to CRM, there is
no "one-size-fits-all" solution. Each company is
different, with different customers and different sales needs.
To ensure that your CRM solution will enhance your business,
Lyon Tech follows a comprehensive Implementation Process,
from start to finish.
CRM Implementation Process Summary:
1. Business Process Review
- Review and document current business processes
- Map business processes to CRM functionality
2. Setup & Customization
- Sales Configuration
- Marketing Configuration
- Support Configuration
- Customization
- Initial user setup
- Data sharing and security setup
- Page layouts and user groups setup
- Offline Briefcase
3. Data Migration
- Assistance with data mapping
- Initial account, contact, and lead migration
4. Training
- Custom onsite Sales and Support Training
5. Follow up
- Over 70% of all CRM implementations fail. Lyon Tech will
follow up with you to review how the system is working,
to ensure a successful adoption of your CRM application.
- Includes usage/operations review along with question and
answer session to ensure maximum benefit being derived from
your CRM solution
- Held approximately 60 days after implementation is completed
Call us today at (877) 596-5966 to
discuss your CRM needs and goals.
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