Description
Overview:
- SyncConnect by QuantumHub is your gateway to seamless CRM integration. Tailored for small to medium-sized businesses, this package provides essential services to connect your operational systems (such as sales, customer service, and marketing platforms) with leading CRM solutions like Salesforce, HubSpot, and more. Optimize your customer relationships, automate your sales processes, and gain valuable insights into your business operations.
What’s Included:
- Initial Consultation and Assessment: Understand your current systems, processes, and specific requirements for CRM integration.
- CRM Platform Selection: Assistance in selecting the most suitable CRM platform based on your business needs, whether it’s Salesforce, HubSpot, or another leading provider.
- Basic Integration Setup: Configuration of the chosen CRM platform to integrate with your existing operational systems, ensuring data flow and accessibility across platforms.
- Data Migration: Secure transfer of your existing customer data into the new CRM system, including deduplication and cleaning to ensure data integrity.
- Custom Fields and Workflows: Setup of custom fields, contact management, and basic automation workflows within the CRM to reflect your unique business processes.
- User Training and Support: Training sessions for your team to effectively use the CRM platform, covering basic functionalities, data entry, and report generation. Initial post-integration support to address any operational issues.
- Documentation: Provision of basic documentation outlining the integration setup, data structures, and guidance on managing the CRM platform.
Delivery Timeframe:
- Expect the integration to be completed within 6-8 weeks from the start of the project, depending on the complexity of your systems and the level of customization required.
Pricing:
- Starting at $5,000, final pricing may vary based on the CRM platform selected, the extent of data migration, and any additional customizations or integrations required.