Option #1 (self-serve)

We offer all the tools you need to get up and running with BigContacts.  There is NO charge to get set up with our system if you choose this self-serve option.

Contact Management Software is one of the most important investments that you can make to streamline and grow your business. In order to get the most out this investment, you need a plan. This plan will act as your "road map" for setting the system up to best meet the needs of your business.

We have outlined this road map using two important resources (The BigContacts Quick Start Guide & Customization Worksheet). Download these resources below and they will guide you through the best practices to ensure you get the system set up the way you need it for your business and to ensure your success in using this program.

Option #2 (full-service)

 
At BigContacts we're constantly working to deliver a better user experience.  It's our mission to ensure that you have all the tools you need to get off to a quick and successful start with your new Contact Management (CRM) system.

One of the requests we frequently hear is that some customers would like one-on-one consultations to help them think through the organization of their contact database and ultimately the customization of their account with BigContacts. They have a database or spreadsheet now, but they want to figure out a better system for getting organized.

We've gone to great lengths to develop self-guided resources for you, but sometimes it makes sense to pay for some one-on-one time to discuss your specific business needs in order to determine the right formula for organizing your database and customizing the system to best meet your specific business needs.

Well, we have listened and now offer a one-on-one "Getting Started with BigContacts" Consultation.  This service is geared toward customers that want help in organizing their database of contacts and customizing their system on the front-end.  This service will ensure that you implement all of the best practices for organizing your business as you get started with BigContacts.

 

What's Included?

• (2)  30 minute phone sessions to discuss your business and determine the best organization of your database
  
  
  • Areas covered can include (none are required):
    • Identify the groups, categories, contacts types and tags needed to best organize your contacts
    • Identify common tasks and workflows within your business
    • Identify sales process and pipeline stages
      
      
• Implement customization that is needed in your  BigContacts account
  
  
• Import your Contacts into BigContacts (all contacts and custom fields - notes and history are not inlcuded in this service)

What does this service cost?
The total time invested to complete this process is approximately 4 hours.  In order to cover our core costs, we are offering this new service for a flat fee of $195.

For more information on this service or to get started, give us a call at 1.888.286.6578