Kickstart Your CRM Success

The kickstart program helps businesses optimally deploy CRM organization-wide. To do that, our CRM experts conduct discovery sessions to understand business needs, then customize and implement CRM to address your key business challenges, answer your questions, and train a CRM champion at the organization on how to use all of our business CRM Suite features.

• Establish what you want to accomplish with Vtiger and critical assessment of status quo
• Set up your company, organize users and teams
• Secure critical information – so only authorized users have right level of access to information
  • Optimize sales processes and automate repetitive manual tasks
  • Set up sales pipelines with activity mapping by sales stage
  • Automate lead capture across your preferred channels
  • Automate lead/deal routing and assignment
  • Set up products/services
  • Set up customer importance scoring
  • Set up forecast and quota
  • Set up discount approvals
  • Configure templates for invoices, sales orders, canned responses (1 each)
  • Set up appointment pages
  • Set up Sales Inbox
  • Set up smart alerts so sales reps don’t need to remember things to do
  • Set up marketing lists and auto responders
  • Collaboration within and across teams/sales reps
• Set up deal lists and kanban views for managers, sales reps and teams
• Customize contact, customer and deal views so sales reps see what they need to see
• Configure charts and reports to make it easy for management reporting
• Leverage sales insights to drive team/agent productivity and address systematic issues
• Train CRM administrators, sales reps and managers
• Develop customized training material for new users
• Establish what you want to accomplish with Vtiger and critical assessment of status quo
• Set up your company, organize users and teams
• Secure critical information – so only authorized users have right level of access to information
• Optimize support processes and automate repetitive manual tasks
  • Set up case flows
  • Set up business hours and SLA targets, Surveys
  • Automate case capture across your preferred channels
  • Automate case routing and assignment
  • Set up customer importance scoring
  • Configure canned responses
  • Set up appointment pages
  • Set up smart alerts so sales reps don’t need to remember things to do
  • Collaboration within and across teams/sales reps
  • Set up role based contextual information
  • Set up customer support portal
  • Set up products/services and FAQs
• Set up case list views for managers, support agents and teams
• Customize contact, customer and case views so support agents see what they need to see
• Configure charts and reports to make it easy for management reporting
• Leverage support insights to drive team/agent productivity and address systematic issues
• Train Help Desk administrators, support agents and managers
• Develop customized training material for new users

• Kickstart does not include migration of your data from your previous systems to our CRM. For help migrating data, please contact us.

Have questions about our Kickstart program, or ready to get started? Email us at sales@abnics.com, or call us at 949-561-0101.

If you need more time than you’ve purchased in your plan, additional hours are billed at $150 / hour.