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Databeys CRM business Consultant Technical discovery is all about determining which CRM to use or if you require general guidance/ consulting assistance in determining the best tool for your business. We will go over your requirements in great detail and provide the pros and cons for each tool. Finally, we will provide a final report detailing our findings and the best tool for your company.
During this session, the consultant and you will spend up to 6 hours drilling down into your complete requirements, fully understanding your business and needs. Following that, we as a business CRM consultant provide a document outlining your current process, your future process, step-by-step instructions for creating your future process, a timeline, and a quote for use in completing the implementation.
After we've determined which CRM software is best for you and provided you with a comprehensive plan, we'll move on to implementation. We'll have a checklist of items we'll send you for clarification and items we'll need from you to get everything up and running. As a CRM business consultant we will also check in on a weekly basis to ensure that we have everything we need, provide an update, and answer any questions you may have.
This is an excellent option if you require ongoing assistance. We can assist your team in utilizing our expertise and developers, which makes it easier for many other companies who do not want to hire or bring on another team member. As a CRM Business Consultant we offer monthly contracts, but we can also accommodate custom support contracts based on your company's needs and services.
We develop CRM software solutions for companies at different stages of their digital marketing journey. No matter what your business needs are, we have a solution that will work for you!
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