Whether you need a low-cost, customized, or out-of-the-box implementation, choose a package that works for you.
Choosing an out-of-the-box implementation option like SelfStart or JumpStart gives you:
Upfront affordability: Lower cost than customized implementations
A fast implementation: You can be up and running with your CRM rapidly
A way to get you all the functionality that a sales or marketing team typically needs
The opportunity to customize your solution further down the line: Although you won’t have customization during the first implementation, it’s still possible to customize your CRM as you grow with additional support
Choosing a customized CRM implementation option like Shared Success gives you:
Long-term cost gains: With a CRM built for your business, you’ll get the most value out of your customer and sales data, and the best possible ROI
Full customization: Our consultants can customize your CRM to ensure you have everything you need from reports that deliver insights to your board to automating processes to drive marketing engagement
Free consultancy days: To keep the costs down and the value up, we co-fund Shared Success workshops. Work with our consultants to get a personalized CRM roadmap so you know exactly which outcomes to expect, before committing to buying
“I’ve launched a lot of CRM software in my time and moving always feels bit too complicated. I think the stand-out benefit of Workbooks is the implementation process. It was a very personal process. The team understood our organization and I felt like we had a lot of customization.”
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