Concierge service

Sometimes an organisation is so complex the challenge of implementing a CRM seems overwhelming. In other words – you don’t know what you don’t know.

To help with onboarding and improve your CRM experience we offer a concierge service, where one or more of our staff work with you for a period of time on-premise.

These staff activity engage at all levels, from on the spot training to building reports, or proactively raising opportunities for process-improvement. It’s like having a staff member of your own who’s fully trained in all the nuances of your system, at your complete disposal.