Get Expert Guidance at a Fraction of the Cost. Achieve a world-class CRM with our flexible, fractional approach.
Implementation
Implementation
Min. 6 Months
User Administration
User Administration
Troubleshooting & Support
Troubleshooting & Support
Customization
Customization
Dedicated Client Success Manager & Developer
Dedicated Client Success Manager & Developer
Meeting Cadence (with dedicated CSM)
Meeting Cadence (with dedicated CSM)
Monthly
Bi-Weekly
Customization Turnaround
Customization Turnaround
Medium
High
End User Survey & Analysis
End User Survey & Analysis
Executive CRM Reviews
Executive CRM Reviews
Annual
Bi-Annual
Commitment
Commitment
One Year*
Initial 6 Months*
Initial 6 Months*
Implementation
Implementation
Min. 6 Months
User Administration
User Administration
Troubleshooting & Support
Troubleshooting & Support
Customization
Customization
Dedicated Client Success Manager & Developer
Dedicated Client Success Manager & Developer
Meeting Cadence (with dedicated CSM)
Meeting Cadence (with dedicated CSM)
Monthly
Bi-Weekly
Customization Turnaround
Customization Turnaround
Medium
High
End User Survey & Analysis
End User Survey & Analysis
Executive CRM Reviews
Executive CRM Reviews
Annual
Bi-Annual
Commitment
Commitment
One Year*
Initial 6 Months*
Initial 6 Months*
Implementation
Implementation
Min. 6 Months
User Administration
User Administration
Troubleshooting & Support
Troubleshooting & Support
Customization
Customization
Dedicated Client Success Manager & Developer
Dedicated Client Success Manager & Developer
Meeting Cadence (with dedicated CSM)
Meeting Cadence (with dedicated CSM)
Monthly
Bi-Weekly
Customization Turnaround
Customization Turnaround
Medium
High
End User Survey & Analysis
End User Survey & Analysis
Executive CRM Reviews
Executive CRM Reviews
Annual
Bi-Annual
Commitment
Commitment
One Year*
Initial 6 Months*
Initial 6 Months*
High-Level CRM Expertise
Light User Support
Limited Customization
Quarterly Check-In Meetings
High-Level CRM Expertise
Medium User Support
Basic Customizations
Monthly Check-in Meetings
Proactive Approach and Analysis
High-Level CRM Expertise
Heavy User Support
Advanced Customizations
Bi-Weekly Check-in Meetings
Proactive Approach & Analysis
