| |
| Tentative
Schedule: |
|
Day
1
|
|
9:00
am
|
-
Kickoff meeting, discuss business objectives and key requirements,
goals and direction, required fields and workflow needs
|
10:00
am
|
-
Review existing systems structure, review new systems structure
and productivity tools
|
11:00
am
|
-
Brief overview of back-end integration needs
|
12:30
pm
|
-
Lunch
|
1:30
pm
|
-
Discussion and refinement of workflow, reporting needs, screen design
prototyping
|
Day
2
|
|
9:00
am
|
-
Screen Design and Prototype review and discussions, further refinements
and input
|
12:30
pm
|
-
Lunch
|
1:30
pm
|
-
Further refinements to workflow applying your industry's best practices
|
2:00
pm
|
-
Analysis of hardware and infrastructure requirements, data conversion
procedures
|
3:00
pm
|
-
Detailed discussion of back-end integration points and refresh rates
as required
|
<< back
to Design Audit
| QIEM CRM consultants provide services related to customer relationship management for medium and small business success. We provide technology and business audits, reinstall software properly, and follow up with CRM software training & support. Once we've identified the right CRM solution for your company, we can help implement it correctly for your medium or small business use. Discover CRM solutions that will help your company optimize your contact and sales management tasks, improve sales forecasts, to make your sales reps and customer service team more effective. CRM software such as the much admired Goldmine CRM solution is a great mid-market to enterprise CRM solution. Microsoft CRM and Salesforce CRM solutions are worth taking a look at. Let us help you choose the CRM software solution that will work best for your company and application. Qiem is the right advisor for successful CRM solutions. |
Privacy
Policy | Security
| Feedback | Site
Map
|