Getting Started
Follow our 5 easy steps to get started with Clientstrive, and have our CRM solution implemented in your company in a quick and efficient time frame.
For your employees, we organize regular online seminars, courses, and events where we display examples of good practices in the areas of sales, CRM, and marketing. At your request, we can also prepare individual customized training sessions at your headquarters – to offer all the opportunities and benefits produced by Clientstrive to your team.
5 Easy steps to start
1 - ANALYSE YOUR SALES AND BUSINESS
Our support team can help you answer key starting questions, like:
- Does your company communicate well with customers?
- Can you perform market analysis, to pinpoint openings for your business?
- What sales activities do you run, and how could you improve?
- How satisfied are your salespeople and how can you increase their satisfaction?
2 – PREPARATION AND PLANNING FOR STRATEGIC CRM IMPLEMENTATION
With Clientstrives’s knowledge and experience, we can help you clearly define measurable goals and KPIs, ascertain the exact procedure for your CRM and establish time frames. Our support staff will also point out any traps and limitations that may occur and recommend suitable solutions to avoid them. Once you have the whole picture, it will be much easier to identify the goals you want to achieve with Intuitive CRM.
3 – IMPLEMENTING AND UPGRADING WITH CLIENTSTRIVE
Clientstrive’s team will guide you through the entire process of implementation. We will make sure the application will proceed according to the outlined plan while following the established time and financial frameworks. When connecting with other systems, our experts will also help implementation with any relevant stakeholders.
4 – MIGRATING EXISTING DATA INTO CLIENTSTRIVE
Transferring existing data from other systems or databases your company owns can be a difficult process. However with Clientstrive, our team has years of experience, we have developed methods and tools to very quickly migrate your data to our system – without any loss or duplication.
5 – USER TRAINING
CRM can bring many benefits to an organization, however, despite this some employees may be resistant to accepting the new software. Not all employees need to accept the changes absolutely, CRM needs to be presented to them not as a burden, but as a tool that will help them.
Learn more about the services Clientstrive offers
Learn more about our dedication to detail and how we strive to provide our customers, with the highest quality solutions and technical knowledge to implement a CRM solution that will consistently create value for an organization. Learn more about what we do best.
Discover what Clientstrive can do for you
Write us a message
Or call — +12407461742