Custom CRM Onboarding & Training
1,200.00৳
Custom CRM Onboarding & Training
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Custom Field Pipeline Customization: Designing deal stages, custom tracking data points, and client lifecycle funnels inside systems like HubSpot or Salesforce.
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Intelligent Sales Workflow Automation: Building automated triggers to instantly assign leads, send follow-up reminders, and log internal team tasks.
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Legacy Customer Data Cleanup: Sanitizing, deduplicating, and mapping CSV/Excel client databases before importing everything cleanly into the new platform.
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Third-Party Email Engine Handshake: Connecting team business emails and calendar tools directly to the CRM to track all customer messages automatically.
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Interactive Administrator Training Workshops: Delivering live, role-based training walkthroughs and documentation to get your team working efficiently inside the platform.
