Time for Implementation

Now that you’ve decided to use one of the most widely adopted and powerful CRM systems, it’s time to start thinking about your implementation.

Implementation is more than just setting up user accounts and custom fields – it’s an opportunity to clean up your processes, identify areas of improvement and implement best practices and training to drive user adoption.

OpFocus has 10+ years experience in helping companies launch their CRM platforms. Our Quickstart packages help companies launch their Salesforce instances with lean and smart customization based on Salesforce Best Practices. These packages are coupled with a strategic approach to building a scalable foundation for future expansion.

OpFocus Implementation Services include:

• Initial discovery to learn your business needs
• Design of data model and configuration
• Key system setup based on Best Practices
• Customization of standard Objects and functionality
• Data Import
• Security and Access
• Integration with other Productivity tools, such as Mobile and Outlook
• Training for End Users, Management, and Administrators on new system • Project Management and Post Launch Support

Contact OpFocus to set up your new instance, because turning on the lights in using best practices should be worry free.

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