40 hours of CRM expertise

CRM-40

40 hours of training, support or consulting

For organisations with a high commitment to CRM – either for a specific project, or because the system supports a large number of people – our 40-hour package provides time that can be called off easily for training, help and support.

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Not sure how much time you need?

Contact us to discuss your requirements, we’ll be happy to help.


40 hours of CRM expertise

Mix and match CRM services as needed.

Prepay for 40 hours of expert CRM consulting, support and training – choose the services you want, when you want them.

What you get

Any of our prepaid packages can be used to call off any mixture of our services – consulting, support or training – at any time up to 12 months from the date of purchase.

Typical CRM consulting, support or training tasks

You can use your prepaid time for any service we provide. This includes:

  • Administration of users and teams
  • Administration training
  • Amending forms
  • Amending views
  • App design and administration
  • Basic training for users
  • Business process flow preparation
  • Business rules design and build
  • Configuring Office 365 integration
  • CPQ (configure price quote) design
  • Dashboard preparation
  • Data imports and management
  • Data modelling and customisations
  • Digital marketing assistance and integration
  • Environment set-up and administration
  • Excel and Word template design
  • Licence advice and provision
  • Managing data duplication settings
  • Managing e-mail integration and Outlook application deployment
  • Portal configuration and administration
  • Preparing and managing solutions
  • Product and price list configuration
  • Report design and development, including Power BI
  • Security role changes
  • Super-user training
  • Third-party tool evaluation and implementation
  • Tracking issues and the source of the problem
  • Wave release testing and advice
  • Workflow and Power Automate design and build

If you have something in mind that isn’t listed here, simply let us know. We’ll be happy to help.