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QuickStart

In today’s business environment the focus of any organization shifts rapidly and each team member’s focus changes even on a moment by moment basis. With more work to accomplish with less staff, and with each person on the team required to wear many hats, everyone struggles with reprioritization of tasks and topics. This often translates to once-hot internal projects being relegated to the back burner even though they are truly considered operationally critical. The returns on investment in technology aren’t realized not because they aren’t important but because they haven’t been given the often small, but necessary time and effort to properly scope and implement the tools.

At Harvest Solutions we understand this and have a service offering to help you realize the value from your CRM investment. We designed this to be accomplished in a single week in order to get you up and running on your investment. There are many aspects to this offering that make sense for the small business owner or those planning to launch a CRM pilot implementation.

The QuickStart program includes basic tasks such as planning meeting, configuration of users, groups and basic security settings, basic customizations, and end user & system administrator training. Additional items such as data conversion, forecasting, custom report development can be added to the engagement at an additional cost.

For more information on this program, please contact Bob Stables, Director of Business Development at (781) 530-3736 x103 or
bstables@harvestsolutions.net