Zero2Ten and our client found working with Peter and CRMKnowledge to be a mutually beneficial experience. The professional and structured approach to developing and delivering training programmes combined with the close liaison with senior stakeholders in the business led to reduced support time and more effective use of CRM.

Adam Spurr, Zero2Ten

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YourCRMGuide

Addresses the problem of a business not being able to afford or justify a full on site resource but need to apply to own their instance of CRM to develop stronger customer relationships and show return on investment. This annual support and training service provides 150 hours of guidance and training aimed at key business objectives.

Includes

 

2 day super user course - for the super users

Including topics such as user admin, security roles, email tracking, system config, change process, view configuration and advanced find, charts and dashboards, reports, document and email templates. Flexibility to include custom components and ISV solutions.

 

For the year: 150 hour CRMK services at 7.5 h per day.

 

Custom guides and process documents for your CRM - key processes outside of the box

 

Collaboration web site with key tasks and timelines

 

Online knowledge base with key content related to their business

 

Question and answer forum - via nominated super user

 

Process videos and custom help content

 

Quarterly on site visit  - agenda agreed in advance

 

Weekly webinar - 1 hour - agreed topic and questions

 

Monthly progress report - adoption & usage and developments - check against benchmarks