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Onboarding Services

Rapid, Best-Practice based Services to Get Your Team On Power-CRM 

Several onboarding packages allowing you to select the one that best fits your project. 

Get up-and-running in as little as 4-weeks

 

Onboarding Services for Power-CRM (Sales & Customer Service Apps.)

Base

$4995

For Sales & Customer Service Apps. See Marketing onboarding services below.

25 total hours of services

Dedicated Customer Success Manager

8 hours of Professional Services for configuration

Data import services included (Accounts & Contacts)

Unlimited access to online end-user training webinars

10 hours of live training specific to your configuration of Power-CRM

Choose Basic or Premier Support

Add additional configuration, customization or training services by purchasing blocks of service hours

Custom

Let's talk

For projects that require customization services

Dedicated Senior Project Manager

Professional Services specific to your requirements

Requirements Analysis, Design, and Planning Services 

Services to build your system based on requirements

Instructor-led training

Custom training materials

Full Access to our onboarding training & documentation 

Premier Support is recommended

Best for projects with more complex custom configuration or customization requirements

Onboarding Services for the Marketing Automation Applications

Basic

$1495

Onboarding services for the Basic level Marketing Automation application

Installation and configuration of the Power-CRM Marketing Automation Pro application in your Office 365 (now Microsoft 365) tenant

Configuration of base system settings

4 Hours of training (can be split into two 2-hour sessions)

Pro

$1995

Onboarding services for the Pro level Marketing Automation application

Installation and configuration of the Power-CRM Marketing Automation Pro application in your Office 365 (now Microsoft 365) tenant

Configuration of base system settings

6 hours of end-user training (can be split into two 3-hour sessions)

Premium

$7995

Onboarding services for the Premium level Marketing Automation application

Installation and configuration of the Power-CRM Marketing Automation Premium application

Configuration of base system settings

9 hands-on training workshops covering all main areas of the application.

Ready to talk to an onboarding specialist?

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