90% of CRM success hinges on training and implementation. We partner with you to make sure you're successful.
Step 1- Kickoff call
The purpose of this call is to align the executive, champion and administrative users at your company to plan a timeline for successful onboarding. Typical onboarding process is two weeks or less to go live.
Step 2- Setup call
The purpose of this call is to set up users, goals and other data that you want to track at your company. Typically, champion and administrative users at your company attend this call.
Step 3- Go live
The purpose of this call is to roll out and train the other users at your company.
“Best Roofing went from 6M to 60M”
“Best Roofing, a top 100 Roofing Contractor, uses Followup CRM, a pipeline management software to track and manage their sales process, resulting in exponential growth.”
Gregg Wallick, CEO Best Roofing
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