Products

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.

Buy online

£3000 exc VAT

Secure checkout via Stripe

Also available

Not sure how much time you need?

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.