Sales

accounting-sliderSales projects include:

  • New client evaluation and a technology check-up
  • Installation and set-up, including merging existing data from another database or program (Google, ACT!, Outlook, SalesForce.com, Zoho, SugarCRM, Microsoft, etc.)
  • Database design customization – create new fields/tabs and set user preferences
  • Set up email systems
  • Customize templates, reports, and letters
  • Create company specific opportunities, sales, and scheduling information
  • Project and additional features evaluation – to determine a need for add-ons and other technologies (remote access, mobile users, ecommerce integration – Magento, Shopify, Ubercart, WooCommerce, and more)