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Click below for information on our CRM offerings.
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sales@consultcore.com
marketing@consultcore.com
training@consultcore.com
support@consultcore.com
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Cores' Quick Start Programs allow you to get your CRM system up and running promptly and cost-effectively. Quick Start Programs are available for the three CRM systems we support:
Quick Start Programs feature the following components:
- Design and Review Meeting
- Review Current CRM
- Review Reporting Needs
- Review Data Import
- Develop Implementation Schedule
- Design User Roles
- Review E-mail and Word Templates
- Add Fields, Change Labels, Create Pick Lists
- Add Custom Entities
- Clean and Migrate Data
- Implement Workflow
- Fine Tune Core Productivity
- Training for End Users and Admins



