Kickstart Your CRM Success

With one of our comprehensive on boarding programs

Kickstart Sales
$690

Guidance to acquire, nurture, and win more deals, faster


  • Access to a Dedicated CRM Expert (1 Month)
  • Marketing & Sales Assessment
  • 3x 90-minute CRM Design Sessions
  • Implementation
  • Sign-off
  • Admin & User Training


Kickstart Support
$690

Guidance to increase satisfaction and retain customers for longer


  • Access to a Dedicated CRM Expert (1 Month)
  • Support Assessment
  • 3x 90-minute CRM Design Sessions
  • Implementation
  • Sign-off
  • Admin & User Training


Kickstart All-In-One
$990

Guidance to increase satisfaction and retain customers for longer


  • Access to a Dedicated CRM Expert (1 Month)
  • Marketing, Sales, & Support Assessment
  • 3x 120-minute CRM Design Sessions
  • Implementation
  • Sign-off
  • Admin & User Training

What is the Kickstart Program?

Our kickstart program is designed to help businesses optimally deploy Vtiger organization-wide. To do that, our CRM experts conduct discovery sessions to understand business needs, then customize and implement Vtiger to address key business challenges, import data, answer key questions, and train an individual at the organization on how to use Vtiger to its fullest, ensuring the best Vtiger experience possible.

Phases

Discovery

  • Requirements identification via a 70+ question survey
  • 2 hour questionnaire review

Design

  • Up to three 120-minute process review and implementation meetings in the first 15 days.

Implementation

  • Users, Roles, Groups
  • Dashboards & Reports
  • Module selection
  • Field customization
  • Workflow creation
  • Data import

Review & Sign-off

  • Review with admin and feedback incorporation

Training (Admins)

  • CRM Settings
  • User Management
  • Data Security
  • Customizations
  • Automation Setup
  • Integrations
  • Recommendations

Training (Users)

  • CRM Overview
  • Handling Records
  • Sales Process
  • Opportunity Mgmt
  • Calendar Mgmt
  • Documents Mgmt
  • Inventory Mgmt
  • Support Mgmt
  • Report Generation
  • Useful Extras

Have questions about our Kickstart program that aren’t answered here? Send us an email at kickstart@vtiger.com, or give us a call at 877-784-9277.