BigContacts Now Offers Personalized CRM Coaching

Posted by Bob Walton on Tue, March 6, 2012 @ 09:27 AM

One of the requests we frequently hear from customers is that they 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.

Well, we have listened and just rolled out our one-on-one CRM consulting services. In addition to all of the FREE "Getting Started" resources that we offer... we now offer our “QuickStart Program”. Whether you are just getting started with BigContacts or have been using the system for a while and want to improve the way you are doing things…we can now help… in a personalized “One-on-One” setting.

CRM Consulting Services

System Setup & Customization

We will work directly with you to get your account setup the way you want it...get your contacts imported...and the system ready to use!  Whether you are just getting started with BigContacts or have been with us for a while and would like help in re-organizing a bit…we are here to help.

Contact Import — $95

Just send us a properly formatted Excel spreadsheet with your core contact information and we will import this data for you…Including any custom contact fields that you have included in your spreadsheet!

Contact Import & System Customization  $285

In addition to the contact import, we will schedule a 30 minute one-on-one phone call to review your business processes. (we will send a comprehensive worksheet for your completion prior to the call)  during this call we will identify:

  • additional custom fields are needed in your contact record
  • tasks you will want to add to your system
  • sales stages that you will want to customize your sales pipeline
We will then take all of this information and load this information into your system so that it is customize and ready to meet your specific needs.

Best Practices Coaching

We offer best practices coaching that is tailored to meet the specific needs of your business.  Whether you are new to the system or adding some new team members that need to be trained... we are here to help you get more out of BigContacts.

One of our Advisers will work directly with you to customize a specific plan to cover any aspect of the system and in any level of detail that you need.  All coaching sessions are delivered live to you and your team via phone call and webinar format.  See it live while we review the best practices for your account!

Each 30 Minute Coaching Session  $75

To learn more about this service feel free to give us a call at 1.888.286.6578 Ext. 701...or CLICK HERE and complete the form to request a phone call to discuss how we can customize a program for your company.

Categories: Best Practices