Customizing system settings, granting proper access rights
Mobile Application
Possibility of using the system through smartphone and tablet application
Integration with Outlook
Professional support in installation and integration; The input enables tracking conversations with chosen users, calenders integration and leading work directly from Outlook
Operating manual
Full information about functionalities and using the standard system
360 view on the client
Customization of basic card files according to industry characteristics: segmentation, hiding unnecessary fields*
Sales specialist and sales manager dashboard configuration
Customization of two navigation desktops, according to individual needs*
Data migration
Transfer of historical data to the system according to template received
Detailed training (1 full workday)
Professional, day-long training from the system usage for 1 group of 10 people or training of administration of the system for 1 group of 3 people.
Sales process configuration
Cuatomization of the sales process: stages, fields, views, offer templates, orders**
Customizing system settings, granting proper access rights
Mobile Application
Possibility of using the system through smartphone and tablet application
Integration with Outlook
Professional support in installation and integration; The input enables tracking conversations with chosen users, calenders integration and leading work directly from Outlook
Operating manual
Full information about functionalities and using the standard system
360 view on the client
Customization of basic card files according to industry characteristics: segmentation, hiding unnecessary fields*
Sales specialist and sales manager dashboard configuration
Customization of two navigation desktops, according to individual needs*
Data migration
Transfer of historical data to the system according to template received
Detailed training (1 full workday)
Professional, day-long training from the system usage for 1 group of 10 people or training of administration of the system for 1 group of 3 people.
Sales process configuration
Cuatomization of the sales process: stages, fields, views, offer templates, orders**
Customizing system settings, granting proper access rights
Mobile Application
Possibility of using the system through smartphone and tablet application
Integration with Outlook
Professional support in installation and integration; The input enables tracking conversations with chosen users, calenders integration and leading work directly from Outlook
Operating manual
Full information about functionalities and using the standard system
360 view on the client
Customization of basic card files according to industry characteristics: segmentation, hiding unnecessary fields*
Sales specialist and sales manager dashboard configuration
Customization of two navigation desktops, according to individual needs*
Data migration
Transfer of historical data to the system according to template received
Detailed training (1 full workday)
Professional, day-long training from the system usage for 1 group of 10 people or training of administration of the system for 1 group of 3 people.
Sales process configuration
Cuatomization of the sales process: stages, fields, views, offer templates, orders**
Customizing system settings, granting proper access rights
Mobile Application
Possibility of using the system through smartphone and tablet application
Integration with Outlook
Professional support in installation and integration; The input enables tracking conversations with chosen users, calenders integration and leading work directly from Outlook
Operating manual
Full information about functionalities and using the standard system
360 view on the client
Customization of basic card files according to industry characteristics: segmentation, hiding unnecessary fields*
Sales specialist and sales manager dashboard configuration
Customization of two navigation desktops, according to individual needs*
Data migration
Transfer of historical data to the system according to template received
Detailed training (1 full workday)
Professional, day-long training from the system usage for 1 group of 10 people or training of administration of the system for 1 group of 3 people.
Sales process configuration
Cuatomization of the sales process: stages, fields, views, offer templates, orders**