CRM Implementation

Setting up for productivity, process and visibility

shadow-ornament is an intuitive and easy-to-use system that helps many businesses manage their client interactions – including managing a sales pipeline, marketing automation, support and many custom applications.

key benefits

  1. Quick setup

  2. Sales process design/mapping

  3. Reports design

get started

book a free discovery session

“It’s not about having the right opportunities. It’s about handling the opportunities right.” -Mark Hunter

CRM Administration

Creating and managing user accounts, configuring roles and reporting structures, system automation and triggers, business process configuration, adding and removing fields and customizing page layouts, implementing system patches, installing and testing applications, mobile application configuration, segmenting data, list management, preparation of reports and dashboards.

CRM Implementation

Entreflow follows a detailed and proven process to ensure a quick and effective implementation. The process:

  1. Understand sales processes
  2. Understand data and system integration points
  3. Identify opportunities for automation
  4. Identify technology solutions
  5. Identify people solutions
  6. Gather inputs for configuration (addresses, user accounts, etc.)
  7. Configure system
  8. Integrate data sources
  9. Upload or input data
  10. Staff training
  11. Go-live

got questions?